[CLNT-102] Client History

Description

Type of Report

This is a hybrid report requiring either services, program enrollments, and/or unit assignments. It is run on the client level for one client at a time.

Purpose

The report provides a history of services provided, program enrollments, and Inventory related assignments for the client for the selected reporting period.

Running the Report

Who Can Run the Report

Anyone can run the report but results will be limited based on the user's access levels.

Report Location

The Client History report is a client-based report and must be run from the client's profile screen.

Parameters

Report Output Format
- Web Page
- PDF
- Excel

Specifications

Universe

Based on the parameters selected, the report returns

Program Enrollments - active during the reporting period
Services (either standalone or program connected) - provided during the reporting period
Unit/Bed Assignments - occupied during the reporting period

Report Tables

Capture 2022-10-12 at 14.58.48

The Unit History Table utilizes Project Type acronyms to ensure a clean layout. The Project Type acronyms are listed in the table below.

Abbreviation	Project Type Code	Project Type
ES	1	Emergency Shelter
TH	2	Transitional Housing
PSH	3	PH - Permanent Supportive Housing (disability required for entry)
SO	4	Street Outreach
R-HPRP	5	RETIRED (HPRP)
S/o	6	Services Only
O	7	Other
SH	8	Safe Haven
PH - HO	9	PH - Housing Only
PH - H w/S	10	PH - Housing with Services (no disability required for entry)
DS	11	Day Shelter
HP	12	Homelessness Prevention
RRH	13	PH - Rapid Re-Housing
CE	14	Coordinated Entry

Updated: 03/08/2023