MN WIC PROGRAM
Mailed Benefits
BENEFITS/MAILED (4.4.16)
Report Overview
A list and count of participants who were mailed benefits issued by the specified agencies
during the specified time period. The report output provides both the date and time the
mailed benefits were issued along with the Staff ID of the person who issued them.
Notes
▪
A participant may display more than once if more than one set of mailed benefits was
issued during the specified time period.
▪
The Agency ID and Clinic ID are based on the agency/clinic where the benefits were issued.
This may not reflect that agency/clinic to which the participant currently belongs.
▪
The WIC Type is based on the participant’s WIC Type at the time of issuance. This may not
reflect the participant’s current WIC Type.
▪
The count at the bottom of each table is distinct. Regardless of the number of times a
participant is listed, they are only counted once.
▪
The report output is formatted to download to an 8 x 11.5 inch PDF (portrait). It can also be
exported to Excel (the margins will need to be adjusted and the headers/footers will not
display.)
▪
Page breaks occur at change of Agency ID.
Tab 1 – Participant List
MAILED BENEFITS
INFOVIEW GUIDANCE DOCUMENT
Prompts
TABLE
FOODINSTRUMENTSET
FOODINSTRUMENTSET
FOODINSTRUMENTSET
FIELD
OPERATOR
Agencyid
Issueddate
In List
Between
Issueddate
And
VALUE
### or
###;###
(use semi-colon
to separate; no
spaces)
PROMPT/DEFINITIONS
Enter 3-digit Agency ID(s).
The agency where the
mailed benefits were issued.
Enter Start Date.
The first date in the time
mm/dd/yy
period during which the
mailed benefits were issued.
mm/dd/yy
Enter End Date.
The last date in the time
period during which the
mailed benefits were issued
Static Criteria
Mailed Query
FOODINSTRUMENTSET.Mailed Equal to Y
Explanation: Include benefits that were mailed
FOODINSTRUMENT.Voideddate Is Null
Explanation: Exclude benefits that were voided
FOODINSTRUMENTSET.Compliancebuy Equal to N
Explanation: Exclude benefits that were issued for compliance buys
Tab 1 – Participant List
Columns
▪
▪
▪
▪
▪
▪
▪
▪
▪
Clinic ID (FOODINSTRUMENTSET.Servicesiteid)
Staff ID (FOODINSTRUMENTSET.Createuserid)
Household ID (MEMBER.Householdid)
State WIC ID (FOODINSTRUMENTSET.Statewicid)
WIC Type (FOODINSTRUMENTSET.Wicstatus)
Issued Date (FOODINSTRUMENTSET.Issueddate)  See FORMULAS
Issued Time (FOODINSTRUMENTSET.Createdttm)
PFDTU (FOODINSTRUMENTSET.Printedfdtu)  See FORMULAS
LDTU (FOODINSTRUMENTSET.Lastusedate)  See FORMULAS
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MAILED BENEFITS
INFOVIEW GUIDANCE DOCUMENT
▪
▪
PPTN Date (FOODINSTRUMENTSET.Participationdate)  See FORMULAS
Mailed? (FOODINSTRUMENTSET.Mailed)
Grouped by
Agency ID (FOODINSTRUMENTSET.Agencyid) - Ascending  See FORMULAS
Sorted by
▪
▪
▪
Clinic ID (Ascending)
Issued Date (Ascending)
Issued Time (Ascending)
Counts
State WIC ID (Distinct)
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MAILED BENEFITS
INFOVIEW GUIDANCE DOCUMENT
Technical Notes
Notes
A formula was used in each date column in order to format and control the length of date fields. Otherwise, they
automatically expand to 4 digit years when exported to Excel, which will display ##### instead of the date since
the columns widths are just wide enough for 6-digit dates
The [Createdttm] field was used for the Issued Time column. A formula was not used; instead, the column
number was formatted as a date and a time display selected. This ensures the times will sort correctly.
The original MAILED BENEFITS report template was re-titled MAILED BENEFITS: COUNTED, REPLACED &
REDEEMED since this report provides only a list of participants issued mailed benefits and none of the other
information. This report also allows the user to run it for multiple agencies and a desired time period while the
other report is limited to one agency and one participation month.
Formulas
Tab 1 – Participant List
Report Dates (report header) ="Report Dates: " + FormatDate(ToDate(UserResponse("Enter Start
Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy") + " - " + FormatDate(ToDate(UserResponse("Enter End
Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy")
Run Date (page header) ="Run Date: " + CurrentDate()
Agency Name (group header) =[Name] + " (" + [Agencyid] + ")"
Issued Date (column) =FormatDate([Issueddate]; "MM/dd/yy")
PFDTU (column) =FormatDate([Printedfdtu]; "MM/dd/yy")
LDTU (column) =FormatDate([Lastusedate]; "MM/dd/yy")
PPTN Date (column) =FormatDate(ToDate([Participationdate];"yyyyMM");"MMM yyyy")
Page # (page footer) ="Page " + Page()+" of "+NumberOfPages()
SQL (changes are highlighted)
Mailed Query
SELECT
dbo.HOUSEHOLD.HOUSEHOLDID,
dbo.FOODINSTRUMENTSET.STATEWICID,
dbo.FOODINSTRUMENTSET.AGENCYID,
dbo.FOODINSTRUMENTSET.ISSUEDDATE,
dbo.FOODINSTRUMENTSET.PARTICIPATIONDATE,
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MAILED BENEFITS
INFOVIEW GUIDANCE DOCUMENT
dbo.FOODINSTRUMENTSET.FIRSTUSEDATE,
dbo.FOODINSTRUMENTSET.LASTUSEDATE,
dbo.FOODINSTRUMENTSET.CREATEUSERID,
dbo.FOODINSTRUMENTSET.CREATEDTTM,
dbo.FOODINSTRUMENTSET.MAILED,
dbo.AGENCY.NAME,
dbo.FOODINSTRUMENTSET.SERVICESITEID,
dbo.FOODINSTRUMENTSET.WICSTATUS,
dbo.FOODINSTRUMENTSET.PRINTEDFDTU
FROM
dbo.FOODINSTRUMENT INNER JOIN dbo.FOODINSTRUMENTSET ON
(dbo.FOODINSTRUMENT.FOODINSTRUMENTSETID=dbo.FOODINSTRUMENTSET.FOODINSTRUMENTSETID)
INNER JOIN dbo.MEMBER ON (dbo.FOODINSTRUMENTSET.STATEWICID=dbo.MEMBER.STATEWICID)
INNER JOIN dbo.HOUSEHOLD ON (dbo.MEMBER.HOUSEHOLDID=dbo.HOUSEHOLD.HOUSEHOLDID)
INNER JOIN dbo.AGENCY ON (dbo.AGENCY.AGENCYID=dbo.FOODINSTRUMENTSET.AGENCYID)
WHERE
(
dbo.FOODINSTRUMENTSET.AGENCYID IN @prompt('Enter 3-digit Agency ID:','A','Dbo
Foodinstrumentset\Agencyid',Multi,Free,Persistent,,User:0)
AND
dbo.FOODINSTRUMENTSET.ISSUEDDATE BETWEEN @prompt('Enter Start Date:','D','Dbo
Foodinstrumentset\Issueddate',Mono,Free,Persistent,,User:1) AND @prompt('Enter End Date:','D','Dbo
Foodinstrumentset\Issueddate',Mono,Free,Persistent,,User:2)
AND
dbo.FOODINSTRUMENTSET.MAILED = 'Y'
AND
dbo.FOODINSTRUMENT.VOIDEDDATE Is Null
AND
dbo.FOODINSTRUMENTSET.COMPLIANCEBUY = 'N'
)
Revisions
None.
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