Quarterly Reporting

Quarter End 12/31/17 Reports are due to: jackie@fahe.org by 5pm Eastern, Wednesday 1/17/18

Please refer to the documents below for changes and additions, and helpful hints for reporting your quarterly production. If you complete (all 3) reporting spreadsheets every quarter, you will have less paperwork to complete during the membership renewal process in the spring.

Please note: The Clients & Financing Spreadsheets have formatting so that based on your answers, only appropriate responses are available in the drop down. This should eliminate many errors and omission of required answers. On the Client Spreadsheet, errors will be noted in Column A and in more detail in columns BQ, BR, and BS. On the Financing Spreadsheet, errors will be noted in Column L.

Client Spreadsheet – Columns AX thru BN are supplemental information that we would like you to fill out if you have the information available to you.

Please review quick list of changes/helpful hints – FY 2018 Reporting Changes and Helpful Hints

Spreadsheets for Federal FY18:

For thorough explanations of terms, and requirements on the spreadsheets, you can refer to the Data Dictionary from NWA, or contact Jackie for help: jackie@fahe.org / 859-248-6076