[EXPS-102] Service Expense Review

Report Purpose and Summary

This report lists all the services with expense amounts and associated dates, organized by funding source. This is useful to see at a glance how much each funding source was utilized, and the number of times a service was billed.


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 next to the Service Based Reports folder to expand the section.

Step 3: Click the Run button next to [EXPS-102] Service Expense Review.

Reporting Parameters

Step 4: Enter the following parameters

Funding Source(s) All agency funding sources (primary and sub-granted) are listed. Select one or multiple funding sources for the report (hold either control/command/shift button to select multiple)
Report Date Range Select the date range of expenses to include in the report
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 information on service transactions connected to the selected funding sources. The report is divided according to funding source, in alphabetical order. Each funding source then includes the following information:

  • Client Unique Identifier
  • Service Name
  • Expense Amount
  • Expense Date
  • Start Date
  • End Date

At the bottom of each of Funding Source section is Number of Expenses and Total Expense Amount.

Please note, a client may have received more than one service during the reporting period and so may be reported on more than one row.

The report also includes a summary of all the funding sources chosen as parameters. 

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