[GNRL-404] CE Assessment Details Report

Report Purpose and Summary

The Assessment Details report is similar to the [GNRL-401] VI-SPDAT Details report. The main difference is it widens out the assessment choices to all assessments designated for coordinated entry, not just the VI-SPDAT. This version reports subtotals of the assessment processors, not the details about each assessment field.

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 Assessment Based Reports folder to expand the section.

Step 3: Click the Run button next to [GNRL-404] CE Assessment Details Report.

Reporting Parameters

Step 4: Enter the following parameters

Assessment(s)	Choose which assessment screen(s) should be included in the report (hold either control/command/shift button to select multiple)
Assessing User(s)	Choose which staff member(s) to include (hold either control/command/shift button to select multiple)
Report Date Range	Choose the assessment date range to include in the report
Report Output Format	Web Page, PDF, Excel, Zip with XLSX Zip with XLSX will show all subtotals, other versions will only return up to six subtotals

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

If the report is run for multiple assessment types, each assessment type will have its own section in the report. Each section will include the following information:

Client Demographic Information
o Unique ID
o Last Name
o First Name
o Age
o Gender
o Veteran Status
Household Information (will be blank if no enrollment is attached)
o CE Household Type
o # Adults in CE Household
o # Children in CE Household
Referral Information
o Referred To Queue (if a referral was made with the assessment)
o Contact Information for Client
Assessment Information
o Assessment Date
o Assessing Program (will be blank if no enrollment is attached)
o Staff member that completed the assessment
o Staff member’s home agency
o Assessment Score
o Sub-scores