Don't panic. I have been exactly in your situation. A few suggestions -
1. The first thing I did was work with our software support gurus to pull a monthly YTD report into Excel showing many helpful fields. You may have to work with them to create some new ones. Having dedicated address fields for the geocode address was essential. Also, loan amount (new and renewal), loan date (new and renewal), collateral code, call report code, gross revenue, fields relating to participations, date the loan was actually set up on the system, product type, purchased loan identifier, purpose/use of funds, and anything else you can think of. This will help you review for small business/small farm loans and also look for community development loans.
2. Get very familiar with call report schedule RC-C definitions and especially the glossary definition of loans secured by real estate. At the two bank where I started large bank reporting, there were issues to work out with the call report specialists and the loan set-up people to correct some misconceptions on call report coding.
3. Make sure you have a way to identify renewals so you can delete the second one in the reporting year unless you have an increase.
4. Make sure everyone is using the same rules for the geocode address. We use the "Follow the money" rule. Provide the address where the funds will be used unless it is not property-related. Then it is the business/borrower address.
5. Continue to train, train, train. Make sure proper collateral and call report coding is part of the training. The correct call report is crucial.
6. You will also need to find a way for commercial lenders to identify community development loans. Don't make it too difficult or they just won't do it. I have forms for lenders' use in doing that, but it usually comes down to just getting them to let me know that they have a possibility and then reviewing it myself.
There are other fine points, I think these could be your initial focus. I'll let someone else chime in on community development activities tracking.
Hang in there.
My comments and opinions are my own, not my employer's.