[GNRL-220] Program Details Report [2022]

Report Purpose and Summary

This report is based on project enrollments and provides information about clients enrolled in the program(s) you run the report for. Clients without an enrollment will not be included in the Program Details Report. The user can select to pull data from any or all of the following “screen types” within the program enrollment:

Entry Data
Status Assessment Data
Annual Assessment Data
Current Living Situation
Exit Data
Follow-up Assessment Data

Additionally, the report provides some profile and Housing Service information, depending on the screen selected.

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 Program Based Reports folder to expand the section.

Step 3: Click the Run button next to [GNRL-220] Program Details Report [2022].

Reporting Parameters

Step 4: Enter the following parameters

Project Type(s)	Select the project type(s) to include (hold either control/command/shift button to select multiple)
Program Status	Select Active, Inactive, or All programs
Program(s)	Select which of your agency’s program(s) to include (hold either control/command/shift button to select multiple)
Screen Type(s)	Select from the following (hold either control/command/shift button to select multiple) All Screens Data Entry Data Status Assessment Data Annual Assessment Data Current Living Situation Exit Data Follow-up Assessment Data
Enrollments	Select either Active Enrollments or New Enrollments (New enrollments pull all reports that have a start date within the reporting period)
Report Date Range	Specify the report start and end date
Report Output Format	This report is only available in Zip with xlsx files format. There will be a separate workbook for each program and screen type selected.

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 produces the following fields for each of the “screen type” options:

Unique ID
First Name
Last Name
Agency
Assigned Staff
Staff Created
Enrollment Start Date
Enrollment Exit Date
Chronic Homeless
Housing Service
Housing Service Start Date
Housing Service End Date
Date of Birth
Social Security Number
Personal ID
Household ID
Gender
Race
Ethnicity
Veteran Status