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 the returned information will be limited based on the access rights and visibility of the user.
Report Location
The Client History report is a client-based report and must be run from the client's profile screen.
Parameters
The following parameters are required to run this report.
| Parameter |
Description |
| Program |
Select the programs to include for the report. |
| Report Date Range | Choose the Date Range to define which enrollments, services, and unit/bed assignments are returned for this client. |
| Report Output Format |
Web Page, PDF, CSV |
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
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-EE | 0 | Emergency Shelter - Entry Exit |
| ES-NbN | 1 | Emergency Shelter - Night-by-Night |
| 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: 08/10/2026