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Understanding the Technical Assistance Expansion Program Business Assistance Profile (v. 2021)

The Neoserra TAEP scorecards are based upon the TAEP reporting requirements. In order for a counseling session, milestone or capital funding event to be considered by the Small Business Technical Assistance Expansion Program (SB TAEP) scorecard, the session records must have the Reportable? check box selected; have a date in the Reporting Date field for capital funding records or have a date in the Date field for milestone records that falls within the reporting period; be categorized under the funding funding sources specified in the scorecard definition; and be assigned to the center (or one of the centers) specified in the scorecard definition.

The Technical Assistance Expansion Program Business Assistance Profile (v. 2021) has two sections:

  • Business Size # of Businesses Served
  • # Entrepreneurs Served by Industry Representation

The first section breaks out the number of clients who were either counseled and/or trained by the total number of employees:

  • 0 Employees
  • 1-4 Employees
  • 5-25 Employees
  • 26-50 Employees
  • 51-100 Employees
  • 101-499 Employees
  • 500+ Employees

And the second section breaks out the number of clients that were either counseled and/or trained by business sector.

The Technical Assistance Expansion Program Business Assistance Profile additionally asks for a breakdown by county served, and while the actual county breakdown is not included in the report, there is a line item at the bottom titled: "All Clients Counseled and/or Trained for County Breakdown" that will help facilitate this breakdown. But first, you will need to create a custom report for those counties in your area:

  1. Click Manage|Custom Reports
  2. Click on the "Clients" link
  3. Click "New"
  4. Enter a title for your report. For example: County Location of Business/Entrepreneur.
  5. Make the report available to Everyone
  6. In the "Group By" field select "Physical Address County"
  7. And then most importantly check the "Summary only" checkbox.

Click to "Save" your changes. Now that you have created the report, you can run the scorecard for your selected centers and time period. Scroll to the bottom line item and click on the last number for "All Clients Counseled and/or Trained for County Breakdown". This will bring a listing of all clients for which we will run the county report.

Choose Reports|Reports and select your report from the list. This will give you a breakdown of your clients by those counties that you have served.



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