Course Details

HO833 NeighborWorks Reporting using CounselorMax® and the Online Reporting System

For NeighborWorks Organizations Only: Join us for a 1-day hands-on computer lab course designed specifically for staff from NeighborWorks Organizations! Get the inside scoop about reporting quarterly data to NeighborWorks America using CounselorMax and the Online Reporting System (ORS). Here’s what you will learn:

  • Steps to ensure all required fields are completed at data entry stage
  • How to use the Audit Control Reports
  • Create and Export required reports to complete the NW Quarterly Report
  • How to Navigate the Online Reporting System
  • How to report Real Estate Development, Rental, Commercial Development and other projects in the Online Reporting System
  • Upload data from CounselorMax to ORS
  • Make Corrections before hitting send

Who should attend? Intake Specialists, Counselors and Reporting Staff – anyone involved from the beginning to the end will discover their critical role in successful reporting. Choose course HO833 when registering online.

Course Length: 1 Days

Tuition: $385.0

Course counts toward a professional certificate (PCP): No