.png){kind=logo}
CE Compliance Report
[RFRL-121] CE Compliance Report
Report Purpose and Summary
This report provides agency management with an overview of their agencys program enrollments and whether or not clients were referred to the Community Queue or received a program referral through the Coordinated Entry system.
Instructions
Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.
Step 1: Click on the Launchpad, then click on the Reports icon.
Step 2: In the Report Library, click the down arrow to the right of Community and Referrals folder to expand the section.
Step 3: Click the Run button to the right of [RFRL-121] CE Compliance Report.
Reporting Parameters
Step 4: Enter the following parameters
| Program Type(s) |
Choose which program type(s) to include (hold either control/command/shift button to select multiple types) |
| Program Status |
Choose which program status to include:
|
| Program(s) |
Select the program(s) to include (hold either control/command/shift button to select multiple) |
| Report Date Range |
Specify the report start and end date |
| Report Output Format |
Select Web Page, PDF or Excel |
Step 5: Click submit
The file will be sent to the Report Queue. Once the report is processed, you will receive a notification that the report is ready.
To open the report, either select Open on the popup or click the Queue icon and then click Open.
Reporting Details
This report provides data for the following fields:
Household type
Unique Identifier
Client name
Date of birth
Program
Entry date
Exit date
Assigned staff
Referral
VI-SPDAT date
VI-SPDAT score
VI-SPDAT agency
Whether the client is on the Community Queue
