Dashboard Library

Client Status

The Client Status dashboard is intended to give case managers and matchmakers a snapshot of the client's current status and a summary of their experience of homelessness. It is run for one client at a time.

Included Looks

All of these Looks were created in the HMIS Performance Model of the data analysis tool.

Basic Information

This look provides the Name, IDs, etc for the selected client. The Personal ID includes a link back to the client's Clarity Human Services profile screen.

Fields

  • Client Full Name, Clients
  • Unique Identifier, Clients
  • Personal ID, Clients
  • Head of Household (Yes/No), Entry Screen
  • Current Age, Clients
  • Gender, Clients

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is in the past 3 years
  • Project Type Code, Programs:
    • Emergency Shelter
    • Safe Haven
    • Street Outreach
    • Transitional Housing
    • All Permanent Housing project types

Visualization

This visualization is a Multiple Value 2:

Special Populations

This is a table showing the client's status among special populations. A pivot table is used for display purposes. Not ideal, but used to for a better visual effect. It is not mandatory. If replicating this Look and a Pivot table is not desired, eliminate the Custom Measure.

Fields

  • Pivot on the following:
    • Veteran Status, Clients
    • Chronically Homeless at PIT/Current Date - Individual (Yes/No), Entry Screen
    • Disabling Condition, Entry Screen
    • Domestic Violence, Entry Screen
  • Custom Measure: Latest Enrollment ID
    • Field to Measure: Enrollment ID
    • Measure Type: Max

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is in the past 3 years
  • Is Last Enrollment in System (Yes/No)
    • Default: Yes
  • Project Type Code, Programs:
    • Emergency Shelter
    • Safe Haven
    • Street Outreach
    • Transitional Housing
    • All Permanent Housing project types

Visualization

This Look uses a simple Table visualization.

Disabilities

Similar to the Special Populations, this table uses a pivot table strategy to list the disabilities the client may or may not be experiencing.

Fields

  • Pivot on the following:
    • Chronic Health, Update/Exit Screen
    • Developmental, Update/Exit Screen
    • HIV/AIDS, Update/Exit Screen
    • Mental Health, Update/Exit Screen
    • Physical, Update/Exit Screen
    • Substance Abuse, Update/Exit Screen
  • Custom Measure: Latest Enrollment ID

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is in the past 3 years
  • Is Last Enrollment in System (Yes/No)
    • Default: Yes
  • Project Type Code, Programs:
    • Emergency Shelter
    • Safe Haven
    • Street Outreach
    • Transitional Housing
    • All Permanent Housing project types

Latest Monthly Income

This Look displays their total income amount as of the most recent enrollment.

Fields:

  • Total Cash Income, Update/Exit Screen
  • Optional:
    • Hide Total Cash Income
    • Table Calculation: Total Income
      • ${last_screen.total_cash_income}
      • Change Default Formatting to
        • US Dollars (0) $1,235

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is in the past 3 years
  • Is Last Enrollment in System (Yes/No)
    • Default: Yes
  • Project Type Code, Programs:
    • Emergency Shelter
    • Safe Haven
    • Street Outreach
    • Transitional Housing
    • All Permanent Housing project types

Visualization

This Look is displayed as a Bar chart with the following settings:

    • Minimum Value = 0
    • Maximum Value = 3000

Household Information

This Look provides a summary of the latest household configuration, from the latest project enrollment.

Fields

  • Household Type, Enrollments
  • Count Adults, Enrollments
  • Count Children, Enrollments
  • Age of Oldest HH Member, Enrollments
  • Age of Youngest HH Member, Enrollments

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is in the past 3 years
  • Is Last Enrollment in System (Yes/No)
    • Default: Yes
  • Project Type Code, Programs:
    • Emergency Shelter
    • Safe Haven
    • Street Outreach
    • Transitional Housing
    • All Permanent Housing project types

Visualization

This Look is a simple table display.

Housing/Homeless Project Stays

This is a timeline of the client's enrollment in programs that indicate homelessness and housing during the past three years. It can be used as a starting point for documenting homelessness. This Look is, however, only a summary. A better record of homelessness can be found on the [HUDX-233] Client-Level System Use & Length of Time Homeless Report.

Fields

  • Project Type Code, Programs
  • Project Start Date, Enrollments
  • Project Exit Date, Enrollments
  • Housing Move-in Date, Entry Screen
  • Table Calculation: Housed or Homeless
    • if((${programs.project_type_code}="PH - Housing with Services (no disability required)" AND NOT is_null(${entry_screen.move_in_date}))
      OR (${programs.project_type_code}="PH - Permanent Supportive Housing (disability required)" AND NOT is_null(${entry_screen.move_in_date}))
      OR (${programs.project_type_code}="PH - Rapid Re-Housing" AND NOT is_null(${entry_screen.move_in_date}))
      OR (${programs.project_type_code}="PH - Housing Only" AND NOT is_null(${entry_screen.move_in_date}))
      OR (${programs.project_type_code}="Transitional Housing"), 1,0)

Filters

The filters used for this Look are:

  • Reporting Period Filter, Enrollments
    • Default: is in the past 3 years
  • Project Type Code, Programs:
    • Emergency Shelter
    • Safe Haven
    • Street Outreach
    • Transitional Housing
    • All Permanent Housing project types

Visualization

This is a Timeline visualization:

The settings were as follows:

  • Group Bars by Label, On
  • Show Legend, Off

Client Days Homeless

Using the System Performance Measure 1A, this Look displays the client's days homeless.

Fields

  • 1a.1d Mean Average LOT Homeless - ES, SH

Filters

  • Reporting Period Filter, Enrollments
    • Default: is anytime
  • SPM CoC, System Performance Measures (Beta)
    • Set with the Dashboard Filter
  • SPM Report Date Filter, System Performance Measures (Beta)
    • Default: is in the past 3 years
  • Unique Identifier
    • Set with the Dashboard Filter

Visualizations

This is a Single Value display.

CoC Average Days Homeless

This Look is identical to the Client Days Homeless except it is not filtered down to one client. The Average allows for a comparison with the client's length of time homeless.

Fields

  • 1a.1d Mean Average LOT Homeless - ES, SH

Filters

  • Reporting Period Filter, Enrollments
    • Default: is anytime
  • SPM CoC, System Performance Measures (Beta)
    • Set with the Dashboard Filter
  • SPM Report Date Filter, System Performance Measures (Beta)
    • Default: is in the past 3 years

Visualizations

This is a Single Value display.

Active (Open) Enrollments

This table displays all open project enrollments from all project types.

Fields

  • Enrollment ID, Enrollments
    • Includes a link back to the Clarity enrollment screen
  • Full Name, Programs
  • Project Type Code, Programs
  • Project Start Date, Enrollments
  • Household Move-in Date, Enrollments

Filters

  • Reporting Period Filter, Enrollments
    • Default: is in the past 3 years
  • Active in Project, Enrollments

Visualization

This is a simple table display.

Dashboard Filters

The following filters are available for dynamic filtering.

  • Unique Identifier - This filter applies to all Looks except CoC Average Days Homeless
    • Only one unique identifier may be used at a time
  • Homeless Timeline Date Range
    • Reporting Period Filter
    • Applies to all Looks except the Days Homeless Looks
    • Default: is in the past 3 years
  • Days Homeless - CoC
    • SPM CoC 
    • Applies only to the Days Homeless Looks
  • Days Homeless - Date Range
    • SPM Report Date Filter
    • Default: is in the past 3 years
    • Applies only to the Days Homeless Looks