How do I generate an "old" worksheet?

Note: This FAQ instructs you on how to generate worksheets using the method that was in place prior to build 428 of WebCATS (released in February 2011). For instructions on generating system or custom worksheets using the new scorecard module, which consists of layout and definition records, see the more recent FAQ on this topic.

The two most commonly used worksheets in WebCATS are the DLA 1806 Report and the SBA Economic Impact/Capital Infusion Report. Below are the steps for generating these two types of worksheets. Although we don't provide detailed instructions for generating any of the other worksheets available in WebCATS, the steps are very similar and you can use either of the following two subsections as general guidelines.

Generating the DLA 1806 Worksheet
Generating the SBA Economic Impact/Capital Infusion Worksheet

Generating the DLA 1806 Worksheet

The DLA requires all federally-funded PTACs to submit a report called the "Cooperative Agreement Performance Report," also known as the DLA 1806 Report. The DLA 1806 Report tracks various center and client activity such as counseling sessions, government contract awards, and conferences.

Follow these steps to generate the DLA 1806 Report worksheet in WebCATS:

Click the Worksheets|Worksheets (old) command in the WebCATS navigation menu. This displays the worksheet selection/criteria window shown in the next graphic.

Under the Select a Worksheet heading, indicate whether you want to create a new DLA 1806 Report worksheet or open an existing one. If you select the Existing option, you are opening a saved worksheet to recalculate it using an updated database, new report parameters, or both. Be aware that only worksheets that were saved in WebCATS at the current active center display in the selection list.
From the worksheet drop-down list, select the DLA 1806 (new or existing) that you would like to generate.
In the Cumulative Period Start field, enter the starting date of your current fiscal year. In the Current Start and End fields, enter the start and end date of the period you are reporting on.
From the Worksheet Filter settings, you can restrict the report's output to those records displayed in the last client view or to those records belonging to a single counselor:

The Last Client View filter restricts the activity records to just those that are associated with the client records most previously displayed in the client summary view. For example, if you were to view inactive clients from the client summary view and then base this worksheet on the last client view, only activity from inactive clients would be calculated. Even if you open up the report to additional centers, report output is still limited by the subset parameters established by the last client view (e.g. all centers' clients would be restricted to inactive clients only).
When you restrict the report's output to a single counselor, only activity records that are assigned to the counselor or conference records that designate that counselor as the instructor are considered.

To include records from additional funding sources or centers, assuming your account permissions allow it, click the + icons to the left of the Funding Source(s) and Center(s) fields in order to display selection lists for updating these criteria.
Open the DLA tab to display and update the budget totals and other settings used to populate headings 1-6 and 22-23 in the report output. These settings cannot be accessed after the worksheet is generated.
To save your worksheet criteria for future use in WebCATS or to enter goals into the generated worksheet, select the Save worksheet parameters for future use? check box. The worksheet is saved under the worksheet title that currently displays in the Title field. Your worksheet is saved only at the current active center and will not be accessible from the worksheet criteria when a different center is designated as active.
If you are logged into WebCATS under an administrative account, a Special worksheet processing drop-down list displays in the lower portion of the worksheet criteria window:

Selecting Normal (the default) runs the report without including any special processing.
Selecting the Include audit information option generates worksheet output that includes an audit trail of all records that contribute to each DLA 1806 Report worksheet line item. Keep in mind that you can click any worksheet line item in the generated worksheet to see all records included in that line item's total, as described in the FAQ titled Once I have generated a worksheet, what can I do with it?.This feature often eliminates the need for generating worksheet audit data.
Selecting either the Breakdown by center or Breakdown by region options produce a worksheet with one column per center or region. Note that because of the resources required to run the report, no more than ten columns of data may be generated in a single report. Also note that goals are not included in the breakdown worksheet.

When you are finished entering your worksheet parameters and other settings in the criteria window, click the Generate Worksheet button to begin calculating your worksheet. The amount of time required to generate each worksheet varies depending on the amount of data being considered and the resources available on the server.
Once the DLA 1806 Report worksheet is generated, you can enter goals (assuming you chose to save your worksheet in step 8 and you are not running the worksheet using the Breakdown by center or Breakdown by region special processing options), review the records that contributed to each line item, recalculate the worksheet, and/or print the DLA 1806 Report. For more information on these worksheet features, see the FAQ titled Once I have generated a worksheet, what can I do with it?.

Generating the SBA Economic Impact/Capital Infusion Worksheet

Follow these steps to generate the SBA Economic Impact/Capital Infusion Report worksheet in WebCATS:

Click the Worksheets|Worksheets (old) command in the WebCATS navigation menu. This displays the worksheet selection/criteria window shown in the next graphic.

Under the Select a Worksheet heading, indicate whether you want to create a new SBA Economic Impact Report worksheet or open an existing one. If you select the Existing option, you are opening a saved worksheet to view it or recalculate it using an updated database, new report parameters, or both. Be aware that only worksheets that were saved in WebCATS at the current active center display in the selection list.
From the worksheet drop-down list, select the Economic Impact/Capital Infusion worksheet (new or existing) that you would like to generate.
In the Cumulative Period Start field, enter the starting date of your current fiscal year. In the Current Start and End fields, enter the start and end date of the period you are reporting on.
From the Worksheet Filter settings, you can restrict the report's output to those records displayed in the last client view or to those records belong to a single counselor:

The Last Client View filter restricts the activity records to just those that are associated with the client records most previously displayed in the client summary view. For example, if you were to view inactive clients from the client summary view and then base this worksheet on the last client view, only activity from inactive clients would be calculated. Even if you open up the report to additional centers, report output is still limited by the subset parameters established by the last client view (e.g. all centers' clients would be restricted to inactive clients only).
When you restrict a report's output to a single counselor, only investment and milestone records that are assigned to the counselor are considered.

To include records from additional funding sources or centers, assuming your account permissions allow it, click the + icons to the left of the Funding Source(s) and Center(s) fields in order to display selection lists for updating these criteria.
To save your worksheet criteria for future use in WebCATS or to enter goals into the generated worksheet, select the Save worksheet parameters for future use? check box. The worksheet is saved under the worksheet title that currently displays in the Title field. Your worksheet is saved only at the current active center and will not be accessible from the criteria window when a different center is designated as active.
If you are logged into WebCATS under an administrative account, a Special worksheet processing drop-down list displays in the lower portion of the worksheet criteria window:

Selecting Normal (the default) runs the report without including any special processing.
Selecting the Include audit information option generates worksheet output that includes an audit trail of all records that contribute to each worksheet line item. Keep in mind that you can click any worksheet line item in the generated worksheet to see all records included in that line item's total, as described in the FAQ titled Once I have generated a worksheet, what can I do with it?.This feature often eliminates the need for generating worksheet audit data.
Selecting either the Breakdown by center or Breakdown by region options produce a worksheet with one column per center or region. Note that because of the resources required to run the report, no more than ten columns of data may be generated in a single report. Also note that goals are not included in the breakdown worksheet.

When you are finished entering your worksheet parameters and other settings in the criteria window, click the Generate Worksheet button to begin calculating your worksheet. The amount of time required to generate each worksheet varies depending on the amount of data being considered and the resources available on the server.
Once the Economic Impact/Capital Infusion Report worksheet is generated, you can enter goals (assuming you chose to save your worksheet in step 7 and you are not running the worksheet using the Breakdown by center or Breakdown by region special processing options), review the records that contributed to each line item, recalculate the worksheet, and/or print the report. For more information on these worksheet features, see the FAQ titled Once I have generated a worksheet, what can I do with it?.

Want more? Browse our extensive list of WebCATS FAQs.