BoS Coordinated Entry HMIS Priority List Reports

Background

The Coordinated Entry Priority List Reports are used to determine which client/household in the Balance of State Coordinated Entry System is highest prioritized for an opening in a Homeless Prevention, Transitional Housing, Rapid Rehousing, Permanent Supportive Housing, or Other Permanent Housing program.

Users must have a Looker License to run these reports.

There are three priority list reports available:

Balance of State CE Prevention
Balance of State CoC Coordinated Entry Priority List – Households with Children
Balance of State CoC Coordinated Entry Priority List – Households without Children

Instructions

Accessing the Reports

Step 1: Make sure you are switched into the Balance of State CoC Agency.

Step 2: Click on the Launchpad Icon, and select the Reports Icon.

Step 3: Click on the Data Analysis tab.

Step 4: Expand the Balance of State CoC Reports folder.

Click Run to run the priority list report of your choosing.

Running the Reports

Step 1: After you click RUN to run the report, you will see an “X” in the upper right corner of the screen with a circle rotating around it. This means the report is loading. You will need to let the report fully load before you filter it down to your local CoC list.

You will know the report has finished when you see this symbol:

Step 2: All the local priority list filters will be set to “is any value”. Find your local priority list and click the “is any value” button below it.

A box will pop up. Click “Yes” to filter the report to look at your specific priority list.

Step 3: Click the “Update” button to re-run the list.

Step 4: Once the report has finished running, you can download it by clicking the three dots in the upper right corner of the screen and clicking “Download”.

Step 5: A screen will pop up to select formatting options. Select the following options: Format = PDF, Paper Size = Letter, Orientation = Landscape, and select “Expand tables to show all rows”. Then click “Download”.

Step 6: The following screen will pop up while your document generates. It will take a few minutes to generate (longer if you have more clients on your priority list).

Step 7: Once the PDF is generated, you will receive the following message and the PDF will be available to open from your downloads bar / downloads folder.

Please note if you are an SSO wishing to run this report as a CSV file, you must select to view all rows of data in the prompt.