Infoview Templates List
Working Document – last revision: 3.29.16
Report Topic
Name
Description/Output
Agency-Specific
Countryside – WICMIIC-CTC
This report was created specifically for Countryside to assist with
merging immunization and well child exam data for WIC appointments.
(12/17/14)
Guidance Document
Daily Appointments
by Local Use Code
This report is specific to Crow Wing and their Local Use Codes for Local
Use Question #1.
(8/12/15)
This report has six tabs. Tab 1 - Yes and Tab 4 – No or Unknown provide a
list and count of participants with appointments scheduled on a
specified date at a specified clinic who have either Yes or No/Unknown
selected for Local Use Question #1. Tab 2 – Count-Yes and Tab 5 – CountNo or Unknown provide a count of participants by appointment type for
that date. Tab 3 – Labels-Yes and Tab 6 – Labels-No or Unknown can be
used to create labels by household that are addressed to the authorized
representative.
(Countryside)
Agency-Specific
(Crow Wing)
Guidance Document
Agency-Specific
(Hennepin County)
Hennepin Clinics –
Certified Teens
This report has two tabs and was developed specifically for Hennepin
County. The first tab provides a list and count of women who were less
than 20 years old when certified during the specified time period. The
second tab provides a count by conception age grouped by WIC Type
and based on whether the clinic is considered a Minneapolis clinic site or
a suburban clinic site.
Guidance Document
Agency-Specific
(Hennepin County)
Hennepin CTC
Initial & Follow-up
Contacts
This report has three tabs and was specifically developed for Hennepin
County WIC. It is based on the selection of specified local use values
associated with Local Use Question #1. The first tab provides a count of
initial and follow-up CTC contacts performed at Certs/Recerts and MidCertification Assessments (MCAs), along with a total count. The second
and third tabs provide a list of participants certified or who have had a
MCA completed (respectively) during specified dates.
Guidance Document
Agency-Specific
(McLeod)
McLeod Local Use
Question #1 - Yes
This report was created specifically for McLeod County.
It provides a list of infants and children who have a Nutrition Education
Contact where the topic of “Well-Child Checks/Immunizations” was
selected during a specified time period and who have answered Yes to
Local Use Question #1.
Guidance Document
1|Page
Report Topic
Name
Description/Output
Agency-Specific
Minneapolis
Childrens’ Local Use
Question #1 by
Benefit Issuance
This report has two tabs and was created specifically for use by
Minneapolis Childrens. The first tab provides a count based on Local
Use Question #1, which identifies whether a participant is Somali,
Hispanic participants based on their selected Race Ethnicity, and all
other participants issued benefits during the specified time period. The
second tab identifies currently certified participants for whom Local Use
Question #1 has not yet been answered.
(Minneapolis
Childrens)
(10/28/14)
Guidance Document
Agency-Specific
(Minneapolis
Childrens)
Minneapolis
Childrens’ Local Use
Question #1 by
Participation Month
(11/3/14)
This report has two tabs and was created specifically for use by
Minneapolis Childrens. The first tab provides a count based on Local
Use Question #1, which identifies whether a participant is Somali,
Hispanic participants based on their selected Race Ethnicity, and all
other participants counted for the specified participation months. The
second tab identifies currently certified participants for whom Local Use
Question #1 has not yet been answered.
Guidance Document
Agency-Specific
(Olmsted)
Olmsted CTC
Contacts:
Participants under
21 Y.O.
(2/11/15)
This report was developed specifically for Olmsted County. It provides
a count and list of participants who are less than 21 years of age and who
have had a Certification or Mid-certification Assessment (MCA)
completed during the specified time period. It has four tabs; each tab
lists participants based on the option selected in the Local Use Question Position #1 “Are you on the following program?” and includes their
name, DOB, Cert Date or MCA Date, telephone #, address, and PMI #.
Guidance Document
Agency-Specific
(Rice)
Rice – Missed
Appointments with
TM or VM in
Comment 1 Field
(6/16/15)
This report has two tabs and was developed specifically for Rice County
who is entering “TM” or “VM” into the Comment1 field to indicate
participants interested in receiving a text message if an appointment is
missed. Both tabs provide a list of participants who missed an
appointment during the specified time period and who currently belong
to the specified agency. Tab 1 lists participants with “TM” in the
Comment1 field and Tab 2 lists participants with “VM” in the
Comment1 field.
Guidance Document
Agency-Specific
(Rice)
Rice – Missed
Benefit Pickup with
TM or VM in
Comment 1 Field
(6/17/15)
This report has two tabs and was developed specifically for Rice County
who is entering “TM” or “VM” into the Comment1 field to indicate
participants interested in receiving a text message if they miss their
benefit pick-up. Both tabs provide a list of participants whose last Last
Date to Use (LDTU) falls within the specified time period and who
currently belong to the specified agency. Tab 1 lists participants with
“TM” in the Comment1 field and Tab2 lists participants with “VM” in
the Comment1 field.
Guidance Document
2|Page
Report Topic
Name
Description/Output
Agency-Specific
Sherburne C&TC –
Local Use Question
#1
This report has been specifically developed for the Sherburne County
WIC Program. It has one tab and provides a list of infants and children
who have answered “Yes” to Local Use Question #1, have “MA” or “MN
Care” selected in the Insurance Type field in Demographics, and who
were issued benefits by Sherburne during the specified time period.
(Sherburne)
(8/18/15)
Guidance Document
Agency-Specific
(Ramsey County)
St. Paul – Ramsey
CTC
This report has been created specifically for St. Paul-Ramsey county
WIC. It provides a count and list of infants and children who have had a
CTC contact of Yes recorded for Local Use Question #1 during a
certification or Mid-certification Assessment (MCA) that was performed
during a specified time period.
Guidance Document
Agency-Specific
(Ramsey County)
St. Paul – Ramsey
Peer Participants
This report provides a list of participants that have an alert with the
word “peer” and an appointment scheduled after the specified date.
Guidance Document
Appointments
(also found under
Program
Management)
Appointments with
Interpreter Needed
This report has two tabs. It provides a list and count of participants,
with an appointment scheduled during a specified time period, who
have the Need Interpreter checkbox selected in Demographics. The
second tab provides a count of participants by language and clinic ID.
Guidance Document
Appointments
Count of
Appointment Types
This report provides a count of the number of participants scheduled for
appointments, by appointment type, during a specified time period. This
may be helpful in assessing which Appointment Types are often used
and which aren’t.
Guidance Document
Appointments
Daily Appointments
(also found under
Mailing Labels)
(Rev. 8/12/15)
This report has three tabs. The first tab provides a list and count of
participants with appointments scheduled on a specified date at a
specified clinic. The second tab provides a count of participants by
appointment type for that date. The third tab can be used to create labels
by household that are addressed to the authorized representative.
Guidance Document
Appointments
(also found under
Benefits &
Redemption)
Infants & Children
with Future
Appointments Who
Have Not Picked Up
This report provides a list of currently certified infants and children who
have an appointment scheduled during a specified future time period
and have missed nutrition visits/benefit pickups based on their last set’s
Last Date to Use (LDTU) being before the first date of the current month.
(9/11/14)
Guidance Document
3|Page
Report Topic
Name
Description/Output
Appointments
Missed
Appointments
This report has two tabs. The first tab provides a list of participants who
missed an appointment during the specified time period and who
currently belong to the specified agency. The second tab provides a
count of missed appointments, a count of total appointments scheduled,
an average of missed appointments at each clinic for the specified time
period, and the percentage of missed appointments by clinic ID, date
and specified time period.
(3/3/15)
(Rev. 7/22/15)
Guidance Document
Appointments
Two or More Missed
Appointments
(2/11/15)
This report has two tabs and provides a list and count of all participants
who have missed two or more appointments and currently belong to the
specified agency. The time period is self-limiting on this report since
appointment information is only stored in the HuBERT database for 90
days.
Guidance Document
Benefits &
Redemption
Benefit Issuance by
Date & Time
(also found under
Program
Management)
(8/20/14)
This report has six tabs and provides a list and count of participants and
households issued benefits during a specified time period, and at
specified clinics, based on the hour of the day. The first three tabs
include all participants issued benefits, regardless of whether the
benefits were issued at a Nutrition Visit (NV) or at the end of a
Certification or Mid-certification Assessment (MCA) appointment. The
last three tabs include only those participants who were issued benefits
and did not have an appointment during that time period.
Guidance Document
Benefits &
Redemption
(also found under
Program Management
and Staff
Management)
Benefits &
Redemption
(also found under
Program Management
and Staff
Management)
Benefits &
Redemption
Benefits Issued &
Certs Performed b/n
7 PM and 7 AM
(2/23/15)
This report has five tabs and provides information about benefits being
issued and certs being performed between the non-standard WIC hours
of 7:00 PM and 7:00 AM at the specified agencies and during the
specified time period.
Guidance Document
Benefits Issued &
Certs Performed on
Specified Dates
(2/24/15)
This report has five tabs and provides information about benefits being
issued and certs being performed at the specified agencies and during
the specified time period. This may also be helpful in auditing WIC
services being performed on weekends or non-WIC days.
Guidance Document
Benefits Issued on
Date at Clinic
(9/4/14)
This report provides a list of all benefits issued on a specified date at a
specified clinic. It includes a list and count of participants by State WIC
ID with WIC Type, issuance date and time, benefits numbers, staff who
issued the benefits and the void date (if applicable).
Guidance Document
4|Page
Report Topic
Name
Description/Output
Benefits &
Redemption
Benefits Redeemed
in Following Fiscal
Year
This report has one tab and was specifically developed to count the
number of benefits issued for a federal fiscal year (FFY) and redeemed
the following FFY. However, it could be used to ascertain the number of
benefits issued during any time period and redeemed after a specified
date.
Guidance Document
Benefits &
Redemption
Cash-Value Benefits
Redemption Activity
Up through August 2014 this report was saved to the FileZilla (FTP) site
and was named Fruit & Vegetables Redemption Activity.
(also found under
Food & Formula)
(10/6/14)
This Infoview report template has one tab and provides both State and
Local Agency issuance and redemption information for the fruit and
vegetable cash-value benefits (CVBs) based on the specified participation
month.
Guidance Document
Benefits &
Redemption
(also found under
Program
Management)
Certified Infants
with Subsequent
Issuance at Other
Agency
(11/18/14)
This report has two tabs. The first tab is a list and count infants and
postpartum women who were certified at the specified agency during
the specified time period whose subsequent set(s) of benefits were issued
at another agency. The second tab is a list of all infants certified for the
first time at the specified agency during the specified time period.
Guidance Document
Benefits &
Redemption
(also found under
Program
Management)
Infants by Age
Issued Benefits for
Specified
Participation Month
(10/28/14)
This report has two tabs and was created due to a request from the
Farmer’s Market organization. The first tab provides a list and total
count of infants, and their age in months at the time benefits were issued,
for a specified participation month. The second tab is a count by age in
months.
Guidance Document
Benefits &
Redemption
Lost & Stolen
Benefits
(also found under
Staff Management)
(revised 12/9/14)
This report has two tabs and provides a list of participants who had
benefits marked as lost or stolen during a specified time period. The
report also provides the Staff ID of the person who marked them
lost/stolen and redemption information if applicable. The second tab
provides a count of redeemed benefits marked lost/stolen and a count of
participants by Staff ID.
Guidance Document
Benefits &
Redemption
(also found under
Staff Management)
Mailed Benefits
(12/2/14)
This report has three tabs. The first tab provides a list and count of
participants to whom benefits were mailed during the specified
participation month by the specified agency. The second tab provides a
list and count of these participants whose mailed benefits were voided
and whether they were counted as of the current date (see Notes). The
last tab provides a subset of the participants whose mailed benefits were
voided and who subsequently had a replacement set issued for that
same month.
Guidance Document
5|Page
Report Topic
Name
Description/Output
Benefits &
Redemption
Mailed Two or More
Sets of Consecutive
Benefits
This report has three tabs. The first tab lists participants who were
mailed two or more consecutive sets of benefits during the specified time
period by the specified agency. The second tab is an Excel formatfriendly version of the information provided in Tab 1. The last tab is a
count of the number of sets of benefits mailed.
(2/23/15)
Guidance Document
Benefits &
Redemption
Missed Nutrition
Visit/Benefit Pickup
(also found under
Mailing Labels)
(Rev. 8/12/15)
This report has three tabs and provides a list and count of participants
who are eligible to receive benefits and have missed a nutrition
visit/benefit pick-up during a specified time period. It also provides lists
that can be used to create labels based on household with the authorized
representative’s name or by participant with the participant’s name. The
report is grouped by the clinic where the participant is currently
assigned.
Guidance Document
Benefits &
Redemption
(also found under
Mailing Labels)
Missed Nutrition
Visit/Benefit Pickup
by Last Clinic Issued
This report has three tabs and provides a list and count of participants
who are eligible to receive benefits and have missed a nutrition
visit/benefit pick-up during a specified time period. It also provides lists
that can be used to create labels based on household with the authorized
representative’s name or by participant with the participant’s name. The
report is grouped by the clinic where benefits were last issued to the
participant.
Guidance Document
Benefits &
Redemption
(also found under
Staff Management)
More than One Set
of Benefits Issued for
Participation Month
(7/22/14)
This report has four tabs. Tabs 1 and 3 provide a list and count of infants
and all other WIC types, respectively, who received more than one set of
benefits for a specified participation month (excluding those that
received two sets of benefits due to syncing packages). Tabs 2 and 4
provide detailed information for each benefit that is included in the
multiple sets of benefits issued to those participants.
Guidance Document
Benefits &
Redemption
Participants Issued
Benefits
(also found under
Mailing Labels)
(11/4/14; Rev. 2/1/16;
2/9/16)
Benefits &
Redemption
Participants Issued
Benefits by Staff ID
(also found under
Staff Management)
This report output provides a list and count of participants based on
specified WIC Types who were issued benefits during a specified time
period at a specified agency (or agencies).
Guidance Document
This report provides a list and count of participants issued benefits at a
nutrition visit/benefit pick-up during a specified time period; grouped
by agency ID and staff ID.
Guidance Document
6|Page
Report Topic
Name
Description/Output
Benefits &
Redemption
Redeemed CVBs
This report has five tabs. The first two tabs provide a list and count of
participants who were issued cash-value benefits (CVBs) based on WIC
Type for a specified participation month and specified agencies. Tab 3
provides a count of the CVBs issued by Agency ID and WIC Type while
Tab 4 provides a count of the participants issued CVBs. The last tab
provides the total redemption amount for redeemed CVBs.
(8/4/14)
(also found under
Food & Formula)
Guidance Document
Breastfeeding
BF Stopped Reasons
(10/9/14)
This report has three tabs. The first two tabs provide a list and count of
participants born during a specified time period, who were ever
breastfed, and the reason they stopped breastfeeding by specified
agency. The third tab provides a statewide count of participants born
during the specified time frame, who were ever breastfed, by the reason
they stopped breastfeeding.
Guidance Document
Breastfeeding
BF Women
(also found under
Mailing Labels)
(7/7/14)
This report has two tabs. The first tab provides a list and count of
currently certified breastfeeding women while the second tab can be
used to create labels for these participants.
Guidance Document
Breastfeeding
(also found under
Mailing Labels)
BF Women Issued
Benefits
(8/11/14)
This report has two tabs. The first tab provides a count and list of
breastfeeding women, by specified breastfeeding amount, which were
issued benefits during a specified time period. The second tab is a list of
the same participants and can be used to create labels for these
participants.
Guidance Document
Breastfeeding
(also found under
Participation Monthly)
Count of Infants by BF
Amount & Age in
Months for Specified
Participation Month
(by Specified Local
Agency & State Total)
This report has three tabs. It provides a count and percentage of all
infants counted for the specified participation month by breastfeeding
(BF) amount and age in months for a specified agency and the state.
Guidance Document
(7/13/15)
Breastfeeding
Count of Issued BF
Pumps & Supplies
(9/23/14)
This report has three tabs. The first tab is a reference report that can be
used to obtain the Item ID if the report user wants to run the report for an
individual pump or supply item. The second tab is a count of all
participants who have been issued a BF pump or supply item while the
third tab is a count of participants that have been issued a specific pump
or item; both are based on a specified Agency ID and time period.
Guidance Document
7|Page
Report Topic
Name
Description/Output
Breastfeeding
Infants by BF Status
(also found under
Food & Formula)
(2/19/15)
This report has two tabs. Both tabs provide a count and percentage of
infants for the specified participation month. The counts include FullyBreastfed (FBF), Mostly-Breastfed (MBF), Some-Breastfed (SBF), and
Non-Breastfed or Fully Formula Fed (NBF/FFF) infants. Infants that
receive formula (MBF, SBF, and NBF/FFF) are only counted if they
received a full package of powdered contract formula. Tab 1 provides
counts/ percentages by clinic based on the specified agency while Tab 2
provides a statewide count/percentage for all agencies.
Guidance Document
Breastfeeding
(also found under
Food & Formula)
Infants by BF Status,
Cans of Formula
Issued, and AgeAGENCY
(2/19/15)
This report has seven tabs. It was developed to help assess whether the
maximum amount of formula is being routinely provided to Mostly and
Some-Breastfeeding (MBF and SBF, respectively) participants. The first
tab provides a count and percentage of infants for the specified
participation month and agency by Breastfeeding Amount and Clinic ID.
Tabs 2-6 are based on MBF and SBF infants who were issued full
packages of powdered contract formula for the specified participation
month. Tabs 2-5 provide Agency and Clinic counts and percentages of
infants by the number of cans of formula issued and age as of the Printed
First Date to Use (PFDTU) while tab 6 lists MBF infants, by Clinic ID,
who received more than 7 cans and SBF infants who received more than
10 cans. The last tab provides a list of all infants issued any formula by
Clinic and BF amount and includes their age, the quantity and type of
formula issued, the staff person who issued the benefits, and the infant’s
race/ethnicity. This tab may be useful in identifying staff who tend to
mostly issue full packages of formula to MBF and SBF infants.
Guidance Document
Breastfeeding
(also found under
Food & Formula)
Infants by BF Status,
Cans of Formula
Issued, and AgeSTATE
(2/19/15)
This report has six tabs. It was developed to help assess whether the
maximum amount of formula is being routinely provided to Mostly and
Some-Breastfeeding (MBF and SBF, respectively) participants. The first
tab provides a statewide count and percentage of infants for the specified
participation month by Breastfeeding Amount and Agency. Tabs 2-6 are
based on MBF and SBF infants who were issued full packages of
powdered contract formula for the specified participation month. Tabs
2-5 provide Statewide and Agency counts and percentages of infants by
the number of cans of formula issued and age as of the Printed First Date
to Use (PFDTU). Tab 6 lists MBF infants who received more than 7 cans
and SBF infants who received more than 10 cans of formula for the
specified participation month by Agency ID.
Guidance Document
Breastfeeding
Participants Issued
BF Pumps &
Supplies
This report provides a list of participants, who currently belong to the
specified agency, to whom BF pumps and/or supplies have been issued
during a specified time period.
(9/23/14)
Guidance Document
8|Page
Report Topic
Name
Description/Output
Breastfeeding
Some-BF Women 811 Months
Postpartum
This report provides a list of Some-Breastfeeding women who are
between 8 and 11 months postpartum as of the participation month
specified by the report user. It may be useful to for auditing participant
records to ensure the required Nutrition Education contacts are being
provided to some-breastfeeding participants who are no longer receiving
food benefits but are still being counted each month.
(also found under
Program
Management)
(8/11/14)
Guidance Document
Breastfeeding – Peer
Program
BF Peer Referrals
This report has two tabs. The first tab is a reference report that can be
used to obtain the Organization/Referral ID(s) necessary to run the report
in Tab 2. The second tab provides a list of participants who received a
peer referral contact during a specified time period.
Guidance Document
Breastfeeding – Peer
Program
No Peer Assigned
Referrals (NoPAR)
9/28/15
This report has four tabs. The first tab is a reference report that can be
used to obtain the Organization ID(s) necessary to identify the agency
referrals to include in the report. The second tab is a list of clients
referred during the specified time period for the specified agency. The
third tab is a list of those from Tab 2 who have been assigned a peer. The
fourth tab lists those from Tab 2 who have not been assigned a peer. The
main purpose of this report is to make sure that all clients referred are
assigned a peer.
Guidance Document
Breastfeeding – Peer
Program
Peer Active Client
List
(7/13/15)
(Rev. 9/28/15)
This report has five tabs. The first tab is a reference report that can be
used to obtain the BF Counselor ID(s) necessary to identify the peer
counselors for whom the report should be run. The second tab is a list of
active clients for all specified peer counselor(s). The third through fifth
tabs are a report listing active peers by each peer counselor specified,
sorted in three ways.
Guidance Document
Breastfeeding – Peer
Program
Peer Activity
Summary Report
(3/14/16)
This report has four tabs. The first tab is a reference report that can be
used to obtain the BF Counselor ID(s) necessary to identify the peer
counselors for whom the report should be run. The second tab is a count
of entries and estimated contacts by contact type. The third and fourth
tabs are a report tabulating contacts by type (face to face, telephone and
text/email) and timing of contact (prenatal, postpartum 0 – 3 months and
postpartum 4 – 12 months), including percentages for each category. Tab
three contains the summary counts and tab four the counts broken out
by peer counselor.
Guidance Document
Breastfeeding – Peer
Program
Peer Client List
This report has two tabs. The first tab is a reference report that can be
used to obtain the BF Counselor ID(s) necessary to identify the peer
counselors for whom the report should be run. The second tab is a list of
clients for the specified peer counselor(s) and all peer contacts, which
identify the beginning or end of peer counseling, since a specified date.
Guidance Document
9|Page
Report Topic
Name
Description/Output
Breastfeeding – Peer
Program
Spot Check Report
This report has four tabs. The first tab is a reference report that can be
used to obtain the BF Counselor ID(s) necessary to identify the peer
counselors for whom the report should be run. The second tab lists
clients with completed spot checks in the specified time period. The third
and fourth tabs list active and recently completed clients who have not
had a spot check during the specified time period.
(10/27/15)
Guidance Document
Food & Formula
(also found under
Benefits &
Redemption)
Children Issued
$6.00 CVBs
(7/9/14; revised 7/14/14)
This report has four tabs. The first and second tabs are based on $6.00
cash value benefits (CVBs) issued to currently certified children who
belong to a specified agency and whose last set of benefits were issued
on or after May 5, 2014. Tab 1 provides a list and count of these
children. Tab 2 provides a count by clinic with the percentage of children
issued the $6.00 CVB compared to the total number of children issued
benefits. The third and fourth tabs provide the same information as Tabs
1 and 2 except that the information applies to all agencies statewide and
are based on benefits issued on or after a date specified by the report
user. The counts and percentage in Tabs 3 and 4 are based on agency
instead of clinic.
Guidance Document
Food & Formula
Children with $6.00
CVBs in Future Food
Packages
This report provides a list and total count of children with $6.00 cashvalue benefits (CVBs) in a future food package.
Guidance Document
(8/4/14)
Food & Formula
(also found under
Benefits &
Redemption)
Eligible Infants NOT
Issued CVBs on Last
Set of Benefits
(7/22/14)
This report has four tabs. The first and second tabs are based on a
specified agency and an issuance date on or after July 14, 2014. Tab 1
provides a list and count of currently certified infants who were eligible
to receive Cash-Value Benefits (CVBs) on their last set of benefits. Tab 2
provides a count by clinic with the percentage of eligible infants not
issued CVBs on their last set of benefits compared to the total number of
eligible infants issued benefits. The third and fourth tabs provide the
same information as Tabs 1 and 2 except that the information applies to
all agencies statewide and are based on benefits issued on or after a date
specified by the report user. The counts and percentage in Tabs 3 and 4
are based on agency instead of clinic.
Guidance Document
Food & Formula
Food & Formula
Issued Statewide
(3.29.16)
This report has three tabs. Tab 1 provides a reference that can be used to
obtain the Food Item ID(s) on which the report is based. Tab 2 provides a
statewide count, by Agency and WIC Type, of participants issued the
specified food item(s) on benefits with a Printed First Date to Use
(PFDTU) during the specified time period. Tab 3 provides a statewide
count, by Agency and WIC Type, of participants issued the specified
food item(s) on the last set of benefits where the last set’s Last Date to
Use (LDTU) falls within the past 6 months.
Guidance Document
10 | P a g e
Report Topic
Name
Description/Output
Food & Formula
Food & Formula
Item(s) Issued
This report has seven tabs. The first tab is a reference report that can be
used to obtain the Food Item ID(s) necessary to identify the participants
receiving certain food or formula items. It also indicates whether the
item is currently available for issuance (Active), when it became active
(Effective Date), and when and if it became inactive (Expiration Date).
Tabs 2–4 provide lists and counts of infants, children and women who
have received the specified food or formula item(s) on a set of benefits
with a Printed First Date to Use (PFDTU) during the specified time
period. Tab 5 can be used to create labels for participants listed in Tabs
2–4. Tab 6 provides a cross-tab count by Food Item ID and WIC Type.
Tab 7 provides the list of participants in tabs 2-4 sorted by the Staff ID of
the person who issued the benefits. Tabs 2-4 and 6-7 are grouped by
Agency ID.
(also found under
Benefits &
Redemption)
(title revised 8/26/14 –
used to be Food Item(s)
Issued; revised 9/22/14)
(revised 5/5/15 – added
Tab 7-Staff)
Guidance Document
Food & Formula
(also found under
Benefits &
Redemption)
Food/Formula
Issued on Last Set of
Benefits
This report has eight tabs. The first two tabs are reference reports that
can be used to obtain the Food Item ID(s) necessary to identify the
participants issued a certain food item and/or non-medical formula.
Tabs 3 – 5 provide a list and count of currently certified participants
(infants, children, and women) who received the food item(s) and/or
non-medical formula(s) on their most recent set of benefits; grouped by
Agency ID and Clinic ID. Tabs 6 – 8 provide a count of infants, children,
and women issued the food item(s) and/or non-medical formula(s) on
their last set of benefits by food item/non-medical formula and clinic site.
Guidance Document
Food & Formula
Medical Formula by
Rx End Date
(12/23/15)
This report has one tab and provides a list and count of participants who
have a medical (special) prescription (Rx) end date during a specified
time period. Only the most recent prescription for medical formula is
included in the report output. The following criteria must also be met:
The Rx end date must be on or after the participant’s last set’s Last Date
to Use (LDTU) and the participant must have received the medical
formula on their last set of benefits.
Guidance Document
Food & Formula
(also found under
Benefits &
Redemption)
Medical Formula
Issued
This report has four tabs. Tabs 1 – 3 provide a list and count of
participants (infants, children, and women) who received medical
formula on a set of benefits during a specified time period. Tab 4
provides a list of the infants, children, and women in Tabs 1 – 3.
Guidance Document
Food & Formula
Medical Formula
Issued on Last Set of
Benefits
(Revised 3.29.16)
This report has five tabs. The first tab is a reference that can be used to
obtain the Food Item IDs of medical formulas, which are entered into the
PROMPT to specify the medical formulas. Tabs 2-4 provide a list of
currently certified infants, children and women (respectively) who
received the specified medical formula(s) on their last set of benefits.
Tab 5 provides a total count for the agency and its clinics by specified
medical formula and WIC type.
Guidance Document
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Report Topic
Name
Description/Output
Food & Formula
Medical Formula
Prescriptions
This report provides a list and count of participants who have a medical
(special) prescription start date during a specified time period. It also
includes the name and ID of the staff person who created the
prescription.
(also found under
Staff Management)
(6/10/15)
Guidance Document
Food & Formula
(also found under
Staff Management)
Missing Scanned
Documentation for
CSP Formula
(5/12/15)
(revised 6/3/15 – removed
timestamp from
Createdttm)
This report provides a list and count of infants issued benefits during a
specified time period at a specified agency who are missing scanned
documentation for Condition Specific Protocol (CSP) formulas. These
formulas include: Similac Sensitive, Similac Total Comfort, and Similac
Spit-Up. The report is based on the Comment field in the scanned
documents containing any of the following text: sim, total, spit,
sensitive, 19, med, mfd, csp.
Guidance Document
Food & Formula
(2/10/15)
This report has six tabs and provides information about participants
issued benefits for a special/medical formula or a Condition Specific
Protocol (CSP) formula during a specified participation month at a
specified agency. It also includes the staff ID of the person who created
the prescription for the formula.
(Revised: 3/2/15)
Guidance Document
Height/Weight &
Blood
Hemoglobin
Measurements
(also found under
Staff Management)
(7/28/14)
This report has two tabs. The first tab provides a list and count of all
participants who belong to a specified agency who have had a
hemoglobin measurement performed during a specified time period.
The report also indicates if the measurement was performed during a
Mid-certification Assessment (MCA) and the Staff ID of the person who
performed the measurement. The second tab provides a count, by
Agency and Clinic, of the number of hemoglobin measurements,
participants, and measurements performed at MCAs.
(also found under
Staff Management)
Special & Condition
Specific Protocol
Formulas & Staff
Who Created Rx
Guidance Document
Height/Weight &
Blood
(also found under
Staff Management)
Hemoglobin Not
Done
This report provides a list of participants who, within the past nine
months, have more than one hemoglobin record with the Exception
Reason CPA determined not due for blood work selected. It also provides
the staff ID of the person who recorded the blood records.
Guidance Document
12 | P a g e
Report Topic
Name
Description/Output
Height/Weight &
Blood
Low Hemoglobin
This report has three tabs. The first tab provides a list and count of
participants with a hemoglobin measurement less than a specified value,
which was taken during a specified time period by agency. The second
tab provides all hemoglobin records for those participants listed in the
first tab, including measurements where the CPA determined not due for
bloodwork (zero values). The third tab provides hemoglobin records (no
zero values) for these same participants beginning with the low
hemoglobin value. It also displays both the number of months between
the measurements and the amount of change since the previous
measurement. All tabs include the staff ID of the person who performed
the hemoglobin measurement(s).
(revised 11/18/15)
(also found under
Staff Management)
Guidance Document
Height/Weight &
Blood
(also found under
Staff Management)
Staff Who
Performed
Height/Weight &
Blood
This report has two tabs and provides a list and count of participants
who have been certified or had a Mid-certification Assessment (MCA)
during a specified time period and the Staff ID of the person who
completed the certification, or MCA, and performed the height/weight,
and blood measurements.
Guidance Document
High Risk/Risk
Factors
Children Assigned
RFs 113 & 114
(also found under
Height/Weight &
Blood)
This report has two tabs. The first tab provides a sortable list of children
assigned Risk Factor 113 and/or 114 more than 360 days ago. The second
tab displays two tables for each State WIC ID identified in Tab 1. The
first table lists static and current information, as well as information
about when the risk factor was first assigned. The second table lists all
measurements since the risk factor was assigned, including the BMI if
two or older at the time of measurement.
Guidance Document
High Risk/Risk
Factors
(also found under
Staff Management)
High Risk/Risk
Factors
(also found under
Staff Management)
High Risk at Cert &
MCA by Staff ID
(revised 9/24/14)
This report has two tabs. It provides a list and count of participants who
have had a certification or Mid-certification Assessment (MCA) during
the specified time period and are high risk. Each tab is grouped by
Agency ID and Staff ID.
Guidance Document
High Risk Follow-up
(revised 12/16/14)
This report has four tabs and provides a list and count of high risk
participants who have had a certification or Mid-certification
Assessment (MCA) during the specified time period and who currently
belong to the specified agency. Tabs 1 and 3 list participants who have
had a high risk follow-up (FU) note written within 30-120 days of the
Cert or MCA. Tabs 2 and 4 list participants who do not have a high risk
follow-up documented.
Guidance Document
13 | P a g e
Report Topic
Name
Description/Output
High Risk/Risk
Factors
Risk Factor
Assigned at
Certification
This report has three tabs. The first tab is a list and count of participants
assigned a specified risk factor at a certification that started during a
specified time period. The second tab provides a count of the
participants assigned the risk factor by Clinic ID and WIC Type. The
third tab is a statewide count by agency and WIC Type.
(REVISED: 7/15/15)
Guidance Document
Mailing Labels
Household &
Participant Labels
(7/15/14)
This report has four tabs that can be used to create labels. Tabs 1 and 2
provide a list of all households and households with at least one
currently certified participant, respectively, by Clinic ID and with the
Authorized Representative’s name. Tabs 3 and 4 provide a list of all
participants and a list of all currently certified participants, respectively,
by Clinic ID, WIC Type and with both the Authorized Representative’s
name and the participant’s name.
Guidance Document
Mailing Labels
(also found under
Program
Management)
Infants & Children
by Age
(7/29/14; REVISED:
10/28/14)
This report has six tabs. The first five tabs provide a total count and list
of currently certified infants and children 0 – 11, 12 – 23, 24 – 35, 36 – 47,
and 48 – 60 months old as of the current date. The last tab provides a
count of participants by age in months..
Guidance Document
Mailing Labels
(also found under
Benefits &
Redemption)
Last Set Issued at
Clinic Labels
(9/9/14)
This report has five tabs. The first tab provides a count and list of
currently certified participants who were issued their last set of benefits
at a specified clinic. The next four tabs can be used to create labels:
household labels addressed to “RESIDENT”, household labels addressed
to the Authorized Representative, participant labels addressed to the
participant, and participant labels addressed to the Authorized
Representative. All Labels tabs include mailing address, city, state and
zip code.
Guidance Document
Mailing Labels
(also found under
Benefits &
Redemption)
Last Set Issued at
Clinic by City Labels
(9/30/14)
This report has five tabs. The first tab provides a count and list of
currently certified were issued their last set of benefits at a specified
clinic and whose mailing address includes the city specified by the
report user. The next four tabs can be used to create labels: household
labels addressed to “RESIDENT”, household labels addressed to the
Authorized Representative, participant labels addressed to the
participant, and participant labels addressed to the Authorized
Representative. All Labels tabs include mailing address, city, state and
zip code.
Guidance Document
14 | P a g e
Report Topic
Name
Description/Output
Notes/Nutrition
Education/Referrals
3 or 6 Month Infant
Contacts
This report has two tabs and can be used to help identify participants for
3-month and 6-month infant Nutrition Education contact audits. It
provides a list and count of currently certified infants whose age is
currently between 4-5 months and 7-8 months old. In order to help
ensure the participants listed should have had a 3 or 6 month infant
contact, their last set’s Last Date to Use (LDTU) must be greater than the
current date and they must have been certified within 45 days of their
birthdate. Both tabs are grouped by Clinic ID.
(also found under
Program
Management)
(9/9/14)
Guidance Document
Notes/Nutrition
Education/Referrals
(also found under
Food & Formula)
Notes/Nutrition
Education/Referrals
Children with Soy
on Last Benefits
Issued and No “Soy
Foods” Note
This report has one tab and provides a list of children who received a soy
food item on their last set of benefits and don’t have a “Soy Food” note.
Goal Contacts
This report provides a list of currently certified participants who belong
to the specified agency and their most recent nutrition education goal
contact that occurred during the specified dates.
Guidance Document
Guidance Document
Notes/Nutrition
Education/Referrals
Note Audit
(also found under
Staff Management)
This report has four tabs. The first tab is a reference report that can be
used to obtain the Note Subject ID(s) necessary to identify the type(s) of
note(s) written. Tabs 2 – 4 provide a list and count of participants who
have more than three (3) days between the date a specified type of note
was written and a contact (Nutrition Education Visit/ Benefit Pickup,
Cert or Recert, or Midcertification Assessment-MCA) that occurred
during a specified time period; grouped by Staff ID.
Guidance Document
Notes/Nutrition
Education/Referrals
Notes by Subject
(also found under
Staff Management)
This report has three tabs. The first tab is a reference report that can be
used to obtain the Note Subject ID(s) necessary to identify the participants
for whom a note with a specified subject has been written. The second
tab is a list and count of participants who have had a note written with
the specified subject during a specified time period including the Staff ID
of the person who wrote the note. The third tab is a count of participants
by Note Subject, WIC Type and Household ID.
Guidance Document
Notes/Nutrition
Education/Referrals
(also found under
Staff Management)
Nutrition Education
Contact
(9/4/14)
This report has four tabs. The first two tabs are reference reports that
can be used to obtain the Topic Code(s) necessary to identify the primary
or secondary nutrition education (NE) topic(s). The third and fourth tabs
provide a list of participants for whom the specified NE topic was
documented during a specified time period (and the Staff ID of the
person who documented it) and a count of participants by NE topic,
respectively.
Guidance Document
15 | P a g e
Report Topic
Name
Description/Output
Notes/Nutrition
Education/Referrals
Referral Contacts
This report has three tabs. The first tab is a reference report that can be
used to obtain the Referral IDs necessary to specify the type of referral
contacts. Tab 2 provides a list and count of participants that received the
specified referrals during the specified time period along with the Staff
ID of the person who provided the referral. Tab 3 provides a cross-tab
count of referral contacts by WIC Type and Household ID.
(also found under
Staff Management)
Guidance Document
Notes/Nutrition
Education/Referrals
Outreach/Retention
Referral
Organizations by
Program Topics
This report has one tab and provides a list of an agency’s Referral
Organizations, Referral IDs, and active status grouped by Program
Topics.
(12/7/15)
Guidance Document
Children Who
Haven’t Returned to
WIC
This report has two tabs and provides a list of children who are currently
between 1 and 5 years old whose most recent certification ended within
the last 8 months and who haven’t received benefits for at least the last 3
months. The list is grouped by categories based on the children’s age
when the received their last set of benefits. The output includes both the
Authorized Representative’s name and telephone number for outreach.
The second tab provides a count and percentage by age category.
(3.23.16)
Guidance Document
Outreach/Retention
Terminated for
Failure to Pick-up
(3.23.16)
This report provides a list and count of participants whose most recent
certification was auto-terminated during the specified time period for
Failure to Pick-up. The output provides the Authorized Rep’s name and
telephone number for outreach.
Guidance Document
Participation Monthly
30-Day Participation
by Grantee &
Agency
This report has two tabs that provide cross-tab participation counts for
the 30-day month, by Grantee and Agency, when run for the month
prior to the most recent month in which End-of-Month (EOM) has been
run.
Guidance Document
Participation –
Monthly
Participation –
Monthly
Monthly Household
Participation by
Statewide, Agency &
Clinic
This report has two tabs and provides a distinct count of households that
have at least one member issued benefits during the specified
month/year by state, by agency, and by clinic.
Monthly
Participation by
Race/Ethnicity &
WIC Type (State,
Agency & Clinic)
This report has three tabs and provides a participation count for a
specified participation month and the specified agencies, their clinics,
and the state by race/ethnicity and WIC type.
Guidance Document
Guidance Document
(revised 1/11/16)
16 | P a g e
Report Topic
Name
Description/Output
Participation –
Monthly
Monthly
Participation by City
of Residence
This report has three tabs and provides a participation count by current
city of residence and current race/ethnicity, the WIC type at the time of
the participation count, and the clinic where the participant currently
belongs. The count is based on the specified agencies and participation
month.
(revised 10/28/15)
Guidance Document
Participation –
Monthly
Monthly
Participation by Zip
Code of Residence
This report has two tabs and provides a participation count by the zip
code of a participant’s current residential address and race/ethnicity, or
WIC type, for a specified participation month.
Guidance Document
Participation –
Monthly
Statewide Monthly
Participation by
County of Residence
This report has two tabs and provides a statewide participation count by
the participant’s current county of residence and race/ethnicity, and WIC
type, for a specified participation month.
Guidance Document
Participation –
Unduplicated
Unduplicated Count
by Age, Race,
Ethnicity & City
This report has five tabs. Tabs 1 and 2 provide an unduplicated count by
age and race/ethnicity for all participants while Tabs 3 and 4 provides an
unduplicated count by age, race/ethnicity, and the specified current city
(or cities) of residence. All tabs are based on participation during a
specified time period and at a specified agency. Tab 5 provides a
reference for city names to assist with spelling the city names correctly.
Guidance Document
Participation –
Unduplicated
Participation –
Unduplicated
Unduplicated Count
by Age, WIC Type,
County & City
This report has four tabs and provides an unduplicated count by age;
age and WIC Type; age, WIC Type and current county of residence; and
age, WIC Type and current city of residence.
(Revised 8/25/15)
Guidance Document
Unduplicated
Participation by
Agency
This report provides an unduplicated participation count based on the
first time participants are counted in a calendar year for a specified
agency, or agencies, by race/ethnicity and WIC type.
Guidance Document
Participation –
Unduplicated
Unduplicated
Participation by City
of Residence
(Revised 2/17/15)
This report has four tabs and provides an unduplicated participation
count based on the first time participants are counted in a calendar year.
It includes counts for a specified city and agency, or agencies, by
race/ethnicity and WIC type; and a count for all cities by a specified
agency, or agencies.
Guidance Document
Participation –
Unduplicated
Unduplicated
Participation by
Clinic
This report provides an unduplicated participation count based on the
first time participants are counted in a calendar year for a specified
agency, or agencies, by clinic, race/ethnicity and WIC type.
Guidance Document
17 | P a g e
Report Topic
Name
Description/Output
Participation –
Unduplicated
Unduplicated
Participation by
Grantee
This report provides an unduplicated participation count based on the
first time participants are counted in a calendar year for a specified
grantee by race/ethnicity and WIC type.
Guidance Document
Participation Unduplicated
Unduplicated
Calendar Year
Participation for
Households &
Participants
(Revised 1.19.16 Unduplicated
Participation by Agency
& Clinic – Households &
Participants)
Participation –
Unduplicated/CY
2015 by WIC Category
2015 Calendar Year
Minnesota WIC
Unduplicated
Participation Count
(January 2016)
This report has five tabs and provides an unduplicated calendar year
count of households and participants by a specified Agency and its
Clinic(s), the State, Grantees, Agencies, and Counties and Cities of
current residence. Participants are counted once based on the agency
where their first set of benefits were issued for the specified calendar
year.
Guidance Document
By Agency, Grantee, CHB of Residence, City of Residence and County of
Residence
These reports provide an unduplicated participation count by WIC
Category and Breastfeeding Status. Participants are counted once the
first time they were issued benefits in 2015. Their WIC type and
breastfeeding status (if applicable) reflect their status at the time of
issuance. The agency and grantee counts are based on where the
benefits were issued. For CHB, county and city of residence, the count is
based on the participants’ current residence.
Guidance Documents
Participation –
Unduplicated/CY
2015 by
Race/Ethnicity & WIC
Category
Minnesota WIC
Participation by
Unduplicated
Race/Ethnicity for
Calendar Year 2015
(January 2016)
By Agency, Grantee, CHB of Residence, City of Residence and County of
Residence
These report provide an unduplicated participation count by
Race/Ethnicity and WIC Category/Breastfeeding Status for Calendar
Year 2015. Participants are counted once the first time they were issued
benefits in 2015. Their WIC type and breastfeeding status (if applicable)
reflect their status at the time of issuance. The agency and grantee
counts are based on where the benefits were issued. For CHB, county
and city of residence, the count is based on the participants’ current
residence.
Guidance Documents
Program Management
Agencies & Clinics
This report provides a list of MN WIC Local Agencies and IDs, and the
Clinics and IDs associated with each agency.
Guidance Document
18 | P a g e
Report Topic
Name
Description/Output
Program Management
Certifications
Completed by One
Staff Person
This report has two tabs and was developed to potentially assist agencies
with assessing whether Separation of Duties requirements are being met.
The first tab provides a list and count of participants for whom one staff
person is recorded for all required steps of a certification performed
during a specified time period. The second tab lists other household
members, of those participants listed in Tab 1, who were certified during
the same time period and whose certification does not have a staff
person recorded for income. These are participants that most likely also
had only one staff person perform their certification.
(also found under
Staff Management)
Guidance Document
Program Management
Certified First-Time
Pregnant Women
(1/15/15)
This report has two tabs and provides a list and count of women who
were certified during a specified time period at the specified agency who
are new to WIC and pregnant for the first time. The second tab provides
a count by age at certification and Clinic.
Guidance Document
Program Management
(also found under
Staff Management)
Certified
Participants
(Revised 12/22/15)
This report has four tabs. The first three tabs provide lists and counts of
participants certified by the specified agency, during the specified time
period, and for the specified WIC Type(s). Tabs 1, 2, and 3 provides lists
based on all certifications, recertifications (certs performed 30 or more
days after prescreen), and new certifications (certs performed less than
30 days after prescreen), respectively. Also, includes the Staff ID of the
person who performed the cert. Tab 4 provides a count of all certs,
recerts and new certs by Clinic ID and WIC Type.
Guidance Document
Program Management
Certified Teens
(2/24/15)
This report has four tabs. The first tab provides a list and count of
women who were less than 20 years old when certified during the
specified time period at the specified agency. The other three tabs
provide cross-tab counts by Clinic, WIC Type, and Race/Ethnicity.
Guidance Document
Program Management
Certified Teens STATE
This report has three tabs. All three tabs provide statewide counts of
women certified during a specified time period who were less than 20
years old at the time of their certification. The first tab provides a
statewide count by agency and age at conception, the second tab by
agency and WIC Type, and the third tab provides a statewide total by
age at conception and WIC Type.
Guidance Document
Program Management
Children 3-5 Years
Old as of Specified
Date
This report has two tabs. The first tab provides a list of currently
certified children who belong to the specified agency and will be 3-5
years old as of a specified date. (NOTE: The specified date must be
entered into the Infoview SQL by the State Office.) The second tab
provides a count of these children by city.
Guidance Document
19 | P a g e
Report Topic
Name
Description/Output
Program Management
Children Born
between Specified
Dates
This report provides a list and count of children who were born between
two specified dates and currently belong to the specified agencies
(regardless of current certification status).
Guidance Document
Program Management
Count of Currently
Certified by County
(6/3/15)
This report has four tabs and provides a count and percentage of
currently certified participants who live in a specified county, a
combined count of participants who live in all other counties, a count of
participants by individual counties, and a count by zip code for the
specified county. The first tab is reference that provides a list of all
counties.
Guidance Document
Program Management
Count of
Households by
Language – Agency
& State
(12.16.15)
This report has four tabs and provides a count of households based on
having at least one member in a current certification period and the
language selected in the Language 1 field and whether Interpreter Needed
is Yes or No. Tabs 1 and 2 provide the household count by specified
Agency while Tabs 3 and 4 provide a statewide count.
Guidance Document
Program Management
Program Management
Count of Nutrition
Visits, Certifications
and Mid-certification
Assessments by
Grantee & Agency
This report provides a count of Nutrition Visits (when benefits are
picked up), Certifications and Mid-certification Assessments (MCAs)
during the specified time period for the specified Grantee and agencies
assigned to that Grantee.
Count of Participants
& Households by
Clinic
This report has one tab and provides a count of participants and
households currently assigned to the clinics in a specified agency.
Includes a count of all and only those currently certified.
(8/5/15)
Program Management
Count of
Participants &
Households by Zip
Code, Agency &
County
(9/9/15)
Guidance Document
Guidance Document
This report has two tabs and provides a count of participants and
households that received at least one set of benefits during the specified
participation months and currently live in the specified zip code(s). The
output counts participants and household by zip code and the agency to
which they currently belong and the county in which they currently
reside.
Guidance Document
Program Management
Count of
Participants Pending
Proof Who Didn’t
Return after First
Month
(7/21/15)
This report has three tabs and provides a count statewide and by agency
of participants whose most recent certification, occurring during the
specified time period, had a pending proof for residency, income or
identity or who had Adjunctive Eligibility – 30 day selected for proof of
income and whose last set’s Last Date to Use (LDTU) is up to 45 days
after their certification date (only received benefits for one month at
certification). The state count is also provided by WIC Type.
Guidance Document
20 | P a g e
Report Topic
Name
Description/Output
Program Management
Currently Certified
by City of Residence
This report has eight tabs and provides a count of currently certified
participants and households by their current city of residence. The first
four tabs provide counts for all cities in which participants belonging to
the specified agencies currently live. The second four tabs provide
counts for specified cities (this is OPTIONAL – the report template can
be run without specifying individual cities – see NOTES section). These
reports are also based on Race/Ethnicity, WIC Type, and the Clinic
where the last set of benefits was issued. All report outputs are grouped
by Agency ID.
(also found under
Benefits &
Redemption)
(8/28/14)
Guidance Document
Program Management
Program Management
(also found under
Mailing Labels)
Currently Certified
by WIC Type
This report provides a list and total count of currently certified
participants by specified WIC Type and Agency.
(7/29/14; Rev 11.18.15;
Rev. 12.30.15)
Guidance Document
Due for
Certification, Midcertification
Assessment or
Nutrition Visit
This report has five tabs and provides a list of participants that are due
for a Certification, Mid-certification Assessment (MCA), or Nutrition
Visit/Benefit Pick-up (NV) during a specified time period who currently
belong to the specified agency. The report output displays whether the
participant has a future appointment and the type of appointment if one
has been scheduled. It also provides contact information (authorized
rep’s name and telephone #) and labels (participant’s name, authorized
rep’s name and address).
(2.11.16)
Guidance Document
Program Management
Email Addresses
(6/4/15)
This report provides a list of all participant email addresses grouped by
Agency ID.
Guidance Document
Program Management
First or Last Name
Lookup
(9/30/14)
This report provides a list of participants with a specified full, or partial,
first or last name. It can be used to help identify duplicate records that
have names such as “DUPLICATE” or “DO NOT USE”.
Guidance Document
Program Management
First-Time Births
and First-Born
Infants (Recent Time
Period)
(3/3/16)
This report was developed to assist an agency with referral data and is
therefore, only accurate if run for a recent time period (within the past
year). It has four tabs and provides lists, counts and percentages of two
distinct groups of participants; first-time pregnant women whose
Expected Delivery Date falls within the specified time period and firstborn infants whose Date of Birth falls within the same time period. Both
groups are based on the Number of Pregnancies field in the Health
Information Pregnancy Info tab having a value of 0. First-born infants
are identified based on a two-way link to a postpartum woman with a
pregnancy record. The first two tabs are based on the specified agency.
All tabs are based on the agency where the participant currently belongs.
Guidance Document
21 | P a g e
Report Topic
Name
Description/Output
Program Management
First Time Pregnant
Women 19 & Older
This report has three tabs and provides a list and count of women who
were certified for the WIC Program during a specified time period and
are new to WIC, pregnant for the first time, and 19 years or older. The
third tab provides a reference for Race/Ethnicity codes and their
descriptions.
Guidance Document
Program Management
Households with
Currently Certified
Member and
Members Potentially
Eligible for
Certification
This report provides a list of households that have a currently certified
member who belongs to the specified agency and another infant and/or
child in the household that is not currently certified and is potentially
eligible to be certified.
Guidance Document
(4/1/15)
Program Management
Initial Contacts
(3/10/16)
This report provides a list of participants, grouped by clinic, with an
Initial Contact during the specified time period for the specified agency,
clinic(s) and WIC type(s). It also provides the Staff ID of the person who
created the Initial Contact and the Staff ID who modified the record if
different from the person who created it. This report should match the
HuBERT Initial Contacts Reports (CLN040) if run for the same agency,
dates, clinic(s) and WIC type(s).
Guidance Document
Program Management
Insurance Type
(also found under
Staff Management)
(7/28/14)
This report has three tabs and is based on completion of the Insurance
Type field in the Demographics AdditionalInfo1 tab. It provides a count
by WIC Type and type of insurance, along with a percentage of the total
count by type of insurance, for all currently certified (or enrolled)
participants and for all participants certified during a specified time
period. The third tab provides a list of participants certified during the
specified time period and includes the Staff ID of the certifier.
Guidance Document
Program Management
Language &
Interpreter Needed
(3/3/15 – Revised 11/2/15)
This report has five tabs. The first tab is a reference that lists the
languages as they display in HuBERT to assist with completing the Enter
Language PROMPT. Tab 2 provides a list of all currently certified
participants who belong to the specified agency and have the specified
language selected in either the Language 1 or Language 2 field in
Demographics. Tabs 3 and 4 provide a participant count (by WIC Type)
and a count of households by Interpreter Needed for all specified agencies
(Tab 3) and by agency (Tab 4). Tab 5 provides a statewide participant
count by WIC Type and Interpreter Needed and a count of households by
Interpreter Needed.
Guidance Document
Program Management
LDTU on 28th or 29th
(8/12/14)
This report has two tabs and provides a count and list of currently
certified participants whose last set’s Last Date to Use (LDTU) is on the
28th or the 29th by specified agency and statewide.
Guidance Document
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Report Topic
Name
Description/Output
Program Management
ME Chart Audit
This report has three tabs. The first tab provides a list and count of
participants issued benefits during a specified time period and for a
specified participation month. The information provided includes a
high-level overview of that issuance and the participant’s most recent
certification. Tabs 2 and 3 provide information about the income record
associated with the participant’s most recent certification when
obtainable from the income tables.
(7/24/14)
Guidance Document
Program Management
Medical Clinics
(5/19/15)
This report has four tabs and provides a count of currently certified
participants by the Medical Clinic selected in the Demographics –
AdditionalInfo1 tab. Tab 1 is based on WIC Type, Tab 2 on
Race/Ethnicity, and Tab 3 on WIC Type and Race/Ethnicity. Tab 4 is
based on the WIC clinic where the participant was last certified. In Tabs
1-3, the participants currently belong to the specified agency while in
Tab 4, the participant’s most recent certification was performed at the
specified agency.
Guidance Document
Program Management
Moms & Infants
(7/7/14)
This report provides a list and count of women with infants born during
a specified time. If a two-way link exists between the mom’s and infant’s
records both mom and infant display. Otherwise, only the woman
displays.
Guidance Document
Program Management
One Call: Due for
Nutrition Visit (Pickup)
(9/14/15)
This report is for agencies participating in the One Call automated
messaging project and utilizing the Local Use Question in Position 6.
This report has two tabs. The first tab is a reference report that can be
used to obtain the value IDs necessary to identify participants who are
participating in the One Call automated messaging project. The second
tab provides a list of participants who are due for a nutrition visit (or
benefit pick-up) during a specified time period who want to be notified
by One Call by voice messages, texts, or emails.
Guidance Document
Program Management
One Call: Farmers’
Market Note
This report is for agencies participating in the One Call automated
messaging project and utilizing the Local Use Question in Position 6.
(8/11/15)
This report has two tabs. The first tab is a reference report that can be
used to obtain the value IDs necessary to identify participants who are
participating in the One Call automated messaging project. The second
tab provides a list of households who have at least one member who
wants to be notified by One Call via voice messages, texts, or emails and
has a note subject of Farmers’ Market created during the specified time
period.
Guidance Document
23 | P a g e
Report Topic
Name
Description/Output
Program Management
One Call: Future
Appointments
This report is for agencies participating in the One Call automated
messaging project and utilizing the Local Use Question in Position 6.
This report has two tabs. The first tab is a reference report that can be
used to obtain the value IDs necessary to identify participants who are
participating in the One Call automated messaging project. It also has a
list of Appointment Type IDs and their descriptions, which can be used to
help agencies and One Call specify the type of appointments that require
reminders. The second tab provides a list of participants with
appointments scheduled during a specified future time period who want
to be notified by One Call for appointment reminder voice messages,
texts, or emails.
(also found under
Appointments)
Guidance Document
Program Management
(also found under
Appointments)
One Call: Missed
Appointments
This report is for agencies participating in the One Call automated
messaging project and utilizing the Local Use Question in Position 6.
This report has two tabs. The first tab is a reference report that can be
used to obtain the value IDs associated with the answer to the last
(position 6) Local Use Question (LUQ) on the Demographics
AdditionalInfo1 tab and is necessary to identify participants who are
participating in the One Call automated messaging project. It also has a
list of Appointment Type IDs and their descriptions, which can be used to
help agencies and One Call specify the type of appointments that require
contact. The second tab provides a list of participants who missed their
scheduled appointment during a specified time period in the past. It is
based on selection of the answer, specified in the PROMPTS by the Value
IDs, which identifies participants who want to be notified by One Call
for missed appointments via voice messages, texts, or emails.
Guidance Document
Program Management
(also found under
Appointments)
One Call: Missed
Appts with No
Future Appts
Scheduled
(11/10/15; Rev 2/1/16)
This report is for agencies participating in the One Call automated
messaging project and utilizing the Local Use Question (LUQ) in
Position 6. The report output has three tabs. Tab 1 – Reference is a
reference report that can be used to obtain the value IDs necessary to
identify participants who are participating in the One Call automated
messaging project. It also has a list of Appointment Type IDs and their
descriptions, which can be used to help agencies and One Call specify
the type of appointments that require contact. Tab 2 - Participants
provides a list of participants that missed a scheduled appointment
during a specified time period in the past and do not have a future
appointment scheduled (no appointment scheduled after the current
date) and who want to be notified by One Call for missed appointments
via voice messages, texts, or emails. Tab 3 – Households provides the
same list as Tab 2 – Participants but removes all individual information
(such as appointment date, time, type, State WIC ID and first name).
Only information that pertains to the entire household is provided. This
is for agencies that prefer to send one message for the entire household.
Guidance Document
24 | P a g e
Report Topic
Name
Description/Output
Program Management
One Call: Missed
Nutrition Visit (Pickup)
This report is for agencies participating in the One Call automated
messaging project and utilizing the Local Use Question in Position 6.This
report has two tabs. The first tab is a reference report that can be used to
obtain the value IDs necessary to identify participants who are
participating in the One Call automated messaging project. The second
tab provides a list of participants who have missed a nutrition visit (or
benefit pick-up) during a specified time period who want to be notified
by One Call for missed nutrition visit/benefit pick-up by voice messages,
texts, or emails.
(also found under
Benefits &
Redemption)
Guidance Document
Program Management
One Call: Roster
This report is for agencies participating in the One Call automated
messaging project and utilizing the Local Use Question in Position 6.
This report has two tabs. The first tab is a reference report that can be
used to obtain the value IDs necessary to identify participants who are
participating in the One Call automated messaging project. The second
tab provides a list of participants for whom the Local Use Question has
been answered during the specified time period and who want to be
notified by One Call via voice messages, texts, or emails.
Guidance Document
Program Management
Overdue Certs
(1/14/15)
This report has three tabs and provides a list, count, and labels for
infants, children, and pregnant women who currently belong to the
specified clinic(s) and are overdue for certification based on their Cert
End Date falling between a specified date and the current date.
Guidance Document
Program Management
Participants without
Scanned Document
(2/19/15)
This report has two tabs. The first tab is a reference that provides the
Document Type Code used in the report PROMPT to specify the Document
Type (ex: Release of Information). The second tab provides a list of
currently certified participants who do not have a record for a specified
document type. This may be helpful in identifying participants missing
documentation such as Release of Information or Medical
Documentation.
Guidance Document
Program Management
Pregnancy Women
by Age
This report has two tabs. The first tab lists all currently certified
pregnant women sorted by age while the second tab counts all
participants by age and age groups. Both are grouped by Agency ID.
Guidance Document
Program Management
(also found under
Mailing Labels)
Pregnant Women by
Expected Delivery
Date
(11/18/15; Revised and
combined with Pregnant
Women on 12/22/15)
This report has three tabs. The first tab provides a list of pregnant
women who belong to the specified agency and whose Expected
Delivery Date (EDD) occurs during the specified time period. The
second tab is list of the same women that can be used to create labels.
The third tab is a count of pregnant women by clinic.
Guidance Document
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Report Topic
Name
Description/Output
Program Management
Pregnant Women –
Third Trimester
This report has two tabs. The first tab provides a list and count of
currently certified women who are in their third trimester while the
second tab can be used to create labels for these participants.
(also found under
Mailing Labels)
(7/7/14)
Guidance Document
Program Management
(also found under
Staff Management)
Presumptive
Eligibility
(8/5/14 – Revised 1/12/15)
This report has two tabs and provides a list of participants for whom
Presumptive Eligibility – 90 Day was selected for the income Proof during a
specified time period and a statewide count of participants by agency.
Guidance Document
Program Management
Resource
Management
This report has six tabs and provides a count and list of participants due
for Mid-Certification Assessments (MCAs), Recerts, and Delivery; and
participants becoming categorically ineligible for WIC during the
specified time period; grouped by Agency ID and Clinic ID. It also
provides summary counts of participants by agency and clinic and by
WIC type, agency and clinic.
Guidance Document
Program Management
Scanned Documents
(2/17/15)
This report has two tabs. The first tab is a reference that provides the
Document Type Code used in the report PROMPT to specify the Document
Type (ex: Medical Documentation: Food). The second tab provides a list
of all participants with those types of scanned documents who belong to
the specified agencies and have had a document scanned during the
specified time period.
Guidance Document
Program Management
Search by Telephone
(2/19/15)
This report provides participant information based on entering a
telephone number. The telephone number can be recorded in either the
Telephone 1 or Telephone 2 field in HuBERT.
Guidance Document
Program Management
(also found under
Staff Management)
Terminated &
Ineligible by Staff
This report has four tabs. Tabs 1 and 2 provide a list of participants
whose certifications were performed at the specified agencies and were
subsequently terminated or determined ineligible. Tabs 3 and 4 provide
counts by termination/ineligibility reasons, WIC Type and
Race/Ethnicity.
Guidance Document
Program Management
(also found under
Staff Management)
Terminated,
Ineligible, &
Categorically
Ineligible by Staff or
System
This report has six tabs. It provides lists and counts of participants who
currently belong to the specified agencies and whose certifications were
terminated, who were determined ineligible, or who became
categorically ineligible during the specified time period. The report
output also indicates whether the termination/ineligibility was
determined by either a staff person or the system and provides counts of
these participants by clinic, WIC type, and race ethnicity.
Guidance Document
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Report Topic
Name
Description/Output
Program Management
Transfers
This report has 7 tabs and provides counts of households and
participants that have transferred from one clinic to another within a
specified agency, transferred into the specified agency from other
agencies, and transferred out of the specified agency to other agencies
during a specified time period. The last tab is a reference of agency IDs
and names.
(8/18/15)
Guidance Document
Program Management
(also found under
Staff Management)
Women with
Unlinked or OneWay Linked Infants
(8/27/14)
This report provides a list of currently certified women who have infants
that are either missing a link between the two records or have a one-way
link between the two records. It also provides the name of the staff
person who completed the certification.
Guidance Document
Staff Management
MCAs & Certs by
Staff ID
This report has two tabs. The first tab is a list of participants for whom a
Midcertification Assessment (MCA) or certification/recertification has
been completed by a specified staff person during a specified time
period. The second tab is a count of the number of MCAs and
certs/recerts performed by that staff person during that time period.
Guidance Document
Staff Management
MCAs & Certs by
Staff ID – Recent
Dates
(7/8/15)
This report has three tabs. It provides a list and count of participants
who have had a certification/recertification or Mid-certification
Assessment (MCA) completed by a specified staff person during a
specified time period. This report output is different from the MCAs &
CERTS BY STAFF ID in that it should only be run for recently
completed appointments for both accuracy and usefulness since it
provides the most recent dates for Nutrition Assessment, Nutrition
Education, and Notes if the date falls within the specified time period.
The output also lists the participant’s currently assigned risk factors.
Guidance Document
Staff Management
(also found under
Benefits &
Redemption)
Identity & Residency
Proof: Pending or
Other-Write Note
This report has two tabs and provides a list of participants, certified
during a specified time period, with either PENDING PROOF or
OTHER-WRITE NOTE selected for their ID Proof or Residency Proof.
These participants were issued more than the one month of benefits
allowed by Federal Regulations without proof of identification or proof
of residence. The report identifies both the staff who certified the
participant and the staff who issued the subsequent set(s) of benefits. It
is grouped by clinic ID and State WIC ID.
Guidance Document
27 | P a g e
Report Topic
Name
Description/Output
Staff Management
Pending Proof of
Income Checkbox
Not Selected
This report has three tabs and provides a list of participants whose
income record for their most recent certification does not have the
Pending Proof of Income checkbox selected but does have Adjunctive
Eligibility – 30 Day, **PENDING PROOF** or Other-Write Note selected for
proof of adjunctive eligibility or income, respectively. It also provides a
count of the records missing the Pending Proof of Income checkmark by
Staff ID.
Guidance Document
Staff Management
Staff & Clinic
Productivity
(Revised 12/22/15)
This report has nine tabs and provides information about participant
contacts performed at specified clinic(s) by staff during a specified time
period. The first four tabs list participant information and are grouped
by the Clinic ID where the contact occurred and the Staff ID of the
person who performed the contact. Tabs 1, 2 and 3 also include the cert
or MCA start time (Guided Script first opened) and end time (benefits
issued) and the length between those times in minutes. The last five tabs
are summary information by clinic and/or staff.
Guidance Document
Staff Management
Staff Access Logs
This report has one tab and provides a listing of each time a specified
logged in user opened and closed a HuBERT application module during
a specified time period.
Guidance Document
Staff Management
Staff IDs & Names
(Revised 3.21.16)
This report has one tab and provides a list and count of Staff, including
their User IDs and names, who are currently active and whose most
recent login was at the specified agency. It can be used as reference to
associate Staff (User) IDs listed in report outputs with staff names.
Guidance Document
State Use Questions
No Answer to
Breastfeeding
Exclusivity State Use
Question #1
(2.24.16)
This report has three tabs and provides a list, counts and percentages by
Staff ID of participants born during a specified time period and currently
belonging to the specified agency who do not have an answer to the
Breastfeeding Exclusivity State Use Question #1. The last tab provides a
count and percentage by selected answer.
Guidance Document
State Use Questions
No Answer to State
Use Question #6
(Cultural Identity)
This report has one tab and provides a list of currently certified
participants with a Race/Ethnicity (R/E) code of either 202 (Asian; NonHispanic) or 203 (Black; Non-Hispanic) who do not have an answer
selected in State Use Question #6 (Cultural Identity).
Guidance Document
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Report Topic
Name
Description/Output
State Use Questions
State Use Question
#6 – Certs, MCAs, &
Ht/Wt
This report has five tabs, all grouped by Race/Ethnicity, to assist agencies
with assessing whether State Use Question #6 is being completed by
staff. Since different agencies may have different staff completing the
State Use Question, the report provides three different Staff IDs, which
are the staff associated with completing height/weight measurements,
certifications, or Mid-certification Assessments (MCA) during the
specified time period.
(Revised title &
description 2/10/15)
(revised 6/3/15 – show
NO ANSWER)
Guidance Document
State Use Questions
State Use Question
#6 – Anemia
(10/1/14)
This report has ten tabs and is based on the selection in the State Use
Question #6 (Culture Q). Anemia is based on the assignment of Risk
Factor 201 for the current certification and all participants must be in a
current certification period to be included in the report outputs. Tabs 1
and 2 provide lists of participants who were asked the Culture Q and
have anemia and those who are Asian - Non-Hispanic or Black - NonHispanic (NH) and have not yet been asked the Culture Q, respectively.
The rest of the tabs provide counts by Race/Ethnicity, Culture Q, WIC
Type, and anemia.
Guidance Document
State Use Questions
State Use Question
#6 – BF Amount &
Formula Issued on
Last Set
(10/1/14)
This report has four tabs and is based on a selection in the State Use
Question #6 (Culture Q). The first tab provides a list and count of infants
along with their Breastfeeding (BF) Amount and the amount of formula
issued on their last set of benefits. Tabs 2 -4 provide counts based on the
Culture Q selection, BF amounts, and formula issued. All tabs are
grouped by Race/Ethnicity.
Guidance Document
State Use Questions
State Use Question
#6 – Low
Hemoglobin
(9/17/14)
This report has three tabs and is based on a selection in the State Use
Question #6. The first tab provides a list and count of participants with a
hemoglobin measurement less than a specified value, taken during a
specified time period by agency. The second tab provides all
hemoglobin records for those participants listed in the first tab,
including measurements where the CPA determined not due for bloodwork
(zero values). The third tab provides hemoglobin records (no zero
values) for these same participants beginning with the low hemoglobin
value and displays the number of months between the measurements
and the amount of change since the previous measurement. All tabs
include the staff ID of the person who performed the hemoglobin
measurement(s) and are grouped by Agency ID and Race/Ethnicity.
Guidance Document
State Use Questions
State Use Question
#6 – New
Participants
(revised 6/3/15 – show
NO ANSWER)
This report has three tabs, all grouped by Race/Ethnicity, to assist
agencies with assessing whether State Use Question #6 is being
completed by staff during certifications for participants new to the WIC
Program.
Guidance Document
29 | P a g e
Report Topic
Name
Description/Output
State Use Questions
State Use Question
#6 – Total Counts
This report has two tabs and provides total counts of currently certified
participants with a selection in the State Use Question #6 – Cultural
Identity field. The first table in each tab provides a total count while the
second two tables provide a total count based on Race/Ethnicity.
(2/10/15)
Guidance Document
State Use Questions
(also found under
Participation Unduplicated)
Unduplicated
Participation by
Agency & State Use
Question #6
(Cultural Identity)
(12/8/15)
This report has three tabs. The first tab provides an unduplicated
participation count based on the first time participants are counted in a
calendar year for a specified agency, or agencies, by race/ethnicity and
WIC type. The second tab provides the same unduplicated count but
breaks down participants with a Race/Ethnicity code of 202 (NonHispanic/Asian) and 203 (Non-Hispanic/Black or African American)
based on a selection in the State Use Question #6 (Cultural Identity). It
also provides a percentage of the totals. Tab 3 identifies participants with
race/ethnicity 202 or 203 that do not have a State Use record and are not
counted in Tab 2, but should be. These participants should be manually
added to the “No Answer Selected” count in Tab 2 by their WIC Type.
Guidance Document
Vendors
Stores & Pharmacies
by County
This report has four tabs. The first two tabs provide a list, by county, of
WIC-Allowed stores sorted by store name and by the city in which the
stores resides, respectively. The third and fourth tabs provide a list, by
county, of WIC-Allowed pharmacies sorted by pharmacy name and by
the city in which the pharmacy resides, respectively.
Guidance Document
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