[JRSD-103] Zip Code Jurisdictional Breakout

Report Purpose and Summary

This report lists the number of individual clients and families in a service, organized by zip code. This report will list the TOTAL number of families and individuals who received services. For the same report designed for programs, use [JRSD-104] Zip Code Jurisdictional Breakout.

This report may be useful to communities for CDBG (Community Development Block Grant) reporting.

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

Step 3: Click the Run button next to [JRSD-103] Zip Code Jurisdictional Breakout.

Reporting Parameters

Step 4: Enter the following parameters:

Service(s) Select the service(s) you want in the report - only Active services will be displayed (hold either control/command/shift button to select multiple)
Report Date Range Select the date range of services provided to include in the report
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

The report shows the number of individual clients and families who reside in certain zip codes for the selected service(s). This zip code information is taken from the Zip Code of Last Address found on the client's Profile screen. The Zip Code of Last Address must be filled out to see these services separated by zip code. If it is not filled out, then it will show up as NA.

Drilldown Functionality 

Drilldown functionality is activated when clicking on the number of families or individuals. This will populate a list of clients who received the service and are associated with that zip code. 

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