[GNRL-102] Client List

Report Purpose and Summary

his report lists details of all clientswho have received selected service item(s) for the specified period of time. This report uses service information to give data quality scores for those fields required by HUD (SSN, name, DOB, gender, race, etc.) which also includes veteran status. This report is helpful for agency management as it also lists the responsible staff member. Anyone can run the report, but only for Services for which they have access.


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 [GNRL-102] Client List.

Reporting Parameters

Step 4: Enter the following parameters

Service(s) Select which service item(s) to include(hold either control/command/shift button to select multiple)
Veteran Status Select veteran status
Matching Criteria This parameter determines how clients in the selected service(s) will be generated. If you run the report with multiple services, selecting:
  • In All the selected services - displays only clients receiving all of the selected services
  • In Any of the selected services - displays all clients receiving at least one of the selected services
Report Date Range Select the date range during which service(s) were provided
Report Output Format Select *Web Page, PDF or Excel

*Drilldown Functionality is available when run in Web Page Format

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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