Demystifying CSBG & NPI Reporting in GoEngage
CSBG and NPI reporting can be overwhelming — especially when data is collected across multiple programs, departments, and staff roles.
This workshop helps agencies streamline their entire CSBG/NPI reporting process inside GoEngage.
Why Agencies Struggle With Reporting
Challenge | Example Problem |
|---|---|
Inconsistent services | Staff choose wrong options |
Misaligned indicators | Data doesn’t map |
Overuse of spreadsheets | Duplication of effort |
Incorrect mapping | Missing annual report data |
This workshop solves these issues by training staff on the correct GoEngage setup.
What You’ll Learn
1. How to Create CSBG Reports in GoEngage
Hands-on walkthrough of:
Report creation
Data validation
Troubleshooting gaps
2. Setting Up NPI Settings
Configure indicators so GoEngage maps:
Services
Notes
Outcomes
3. CSBG Service Mapping
Participants learn to map:
Services → CSBG categories
Services → Indicators
Services → ROMA outcomes
This reduces cleanup at year-end.
4. Reporting Across Programs
Easily consolidate data from:
Case management
Education
Financial empowerment
Housing
Sample Indicator Mapping Table
Service | CSBG Category | NPI Indicator |
|---|---|---|
Rental Assistance | Housing | NPI 5.2 |
Job Coaching | Employment | NPI 1.1 |
Budgeting Class | Financial | NPI 2.1 |
Who Should Attend?
CSBG directors
Data/reporting specialists
Compliance teams
Program administrators
Ready to simplify your CSBG/NPI reporting?
Join our CSBG & NPI Reporting Mini CAP Workshop to learn how to map services, configure indicators, and generate cleaner, more accurate reports in GoEngage.
👉 Register for the May CSBG/NPI Workshop
Or get access to all 10 workshops for one discounted price.
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By
Sari Schray
Sari Schray is the Senior Director of Customer Success at GoEngage, where she combines her professional expertise with her personal experience as a former Head Start parent to empower agencies in supporting families and communities. Her journey with Head Start ignited a passion for helping others, and she is deeply committed to ensuring that agencies can maximize their impact through seamless program management and innovative solutions.
Before joining GoEngage, Sari built a strong foundation in leadership and operations as a General Manager at Goodwill and a Warehouse Manager at Ferguson Enterprises. These roles honed her ability to streamline processes, lead teams, and deliver results—skills she now uses to help agencies achieve success.
