[GNRL-105] Program Participation Summary

Report Purpose and Summary

This report provides basic program information for both active and inactive clients (with the option to include household members) for the specified program(s) during the report dates. Anyone can run the report, but only for Programs for which they have access.

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-105] Program Participation Summary.

Reporting Parameters

Step 4: Enter the following parameters

Program Type(s)	Choose the type(s) of programs to include in the report.
Program Status	Choose whether to display All, Active or Inactive programs
Program(s)	Select the program(s) you want to include (hold either control/command/shift button to select multiple)
Funding(s)	All agency funding sources (primary and sub-granted) are listed. Selecting Any Funding Source will generate information linked to all funding sources in your agency attached to the selected program(s). Selecting Not Based on Funding Source will generate information linked to all selected program(s) regardless of funding sources. Selecting one or multiple funding sources will generate information linked to chosen funding sources in your agency attached to the selected program(s) (hold either control/command/shift button to select multiple)
Group Members Display	Select ‘Hide Group Members’ to exclude household members and list only the head of household. Select ‘Show Group Members’ to include the names of all household members of each client included in the report.
Report Date Range	Choose the date range of active enrollments to include. If "Any Funding Source" or a particular funding/subfunding are chosen, there needs to be client services provided which are related to the selected programs. The service must be provided during the report date range and must have an expense using the selected fundings.
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 basic program information for active and inactive clients with program stays in the selected program(s) during the specified report dates. It provides the option to show or hide household members meaning that household members can be included or not included in the report. If Show Group Members is selected, all household members will be listed regardless of whether they have a program stay during the report dates. This report groups clients in two groups; Active Clients actively enrolled in the program during the report dates and Inactive Clients who were exited within the report dates

Note: This report offers a general summary for all programs selected; it does not categorize the clients (or their households) by program.

The report produces data for the following fields:

Client Name
Unique Identifier
Birth Date
Household Member Information
Program start & end dates
Length of Stay (LOS)
Assessments
Services
Assigned Staff