Scheduled Data Views

Data View reports provide simple access to commonly requested data for easy ad hoc reporting purposes. Data View reports in KEES include:

Report Name

Description

Run Date

Retention
LIEAP Information related to LIEAP applicants, household details, and eligible benefits Yearly on every LIEAP season The last 4 years

To Access a Scheduled Data View Report:

  1. Select Reports from Global Navigation. The Local Navigation defaults to On Request and the Report Search page displays.

  2. Select Scheduled from Local Navigation. The Scheduled Report page displays.

  3. Select Data Views from Task Navigation to display the list of available Data View reports and a description of each report.

  4. Click the report name hyperlink to access the report the user wants to view.  The Scheduled Report Detail page displays.

  5. The Scheduled Report Detail page fields are dynamic based on the name of the report selected in STEP 4. Enter all required information and any optional additional information to limit results. Click the Search button.

  6. The screen automatically loads and displays a descended list of Report Run Dates for the designated report.

  7. Click the Report Run Date hyperlink to access the report the user wants to view. The report displays in the pre-determined format of either Excel or CSV.

NOTE: CSV opens in Notepad. Select CSV if the report is for a wide date range. Excel is limited in the number of results it can contain.

  1. A window displays when the report is generated. The user can open the report locally, save the report, or cancel the file download.