In order to fulfill the New York State Office for the Aging (NYSOFA) monitoring responsibilities, data must be collected on local program activities. Data is used for a wide range of purposes including: support for advocacy and increased funding at the state and federal level and for accountability to federal and state control agencies and the legislature. Data is also useful for grants management activities at the state and Area Agency on Aging (AAA) level. It is essential that all data reported is accurate and reliable.

To support New York Aging Network data collection and reporting efforts, NYSOFA has several reporting related applications. Please see below for more information. 

Access to Applications

NYSOFA requires secure access to applications. NYSOFA is currently transitioning from the use of a NYSOFA user ID to the use of an user ID. The NYSOFA user ID is the ID currently needed to access applications through the Budget & Reporting site and the NYSOFA Data Exchange site. All other applications require an user ID for access.

Requests for a new NYSOFA user ID can be made by the AAA Director through their Aging Services Representative (ASR). Requests for a new user ID are made through the site.

Budgeting and Reporting Systems

On the Reporting System Page, Area Agency staff will use their individual NYSOFA IDs and passwords to log in. This system is valid for AIP (i.e., 4YP/AU) and the Annual Evaluation.

NYSOFA Data Exchange

The NYSOFA Data Exchange site was used for the 59 AAAs to submit client data files to NYSOFA.  Starting August 2016, for the AAAs using NYSOFA Statewide Client Data System, they no longer use this site to submit the data files. Currently, this site is used to securely transmit files between NYSOFA and AAAs. If further assistance is needed, please contact your ASR.

Report Viewer

The Report Viewer hosts reports from various data sources (e.g., CAARS Quarterly, 4YP or AI, Data Verifications, NYConnects, SADS/Respite). The Report Viewers allows authorized users to select a report, select their county and time period and run the report. These reports can be printed or exported to a PDF file, WORD or Excel format. 

The Report Viewer is accessible via by selecting OFA SAP Business Objects, or directly by way of