[CLNT-102] Client History (New Clarity Interface)

Table of Contents

• Purpose
• Running the Report
• Parameters
• Specifications

Purpose

This is a hybrid report based on services, program enrollments, and/or unit/bed assignments, run at the client level for one client at a time. The report provides a history of services provided, program enrollments, and Inventory-related assignments for the client during the selected reporting period.

Running the Report

Users with the Client Reports access right can run this report. The information returned may be limited by the user's broader access rights and visibility settings.

Report Location

The Client History report is a client-based report and is run from Reports in the client's record.

• Reports appear in the client record's navigation menu and use the Bar Chart icon.
• The Reports navigation menu item is visible only to users with the Client Reports access right. For a full overview, refer to Client Reports (New Clarity Interface).

To run the report:

• Click Reports in the client's record.
• Locate [CLNT-102] Client History in the Available Reports table (use search or sort if needed).
• Click Run on the report's row or select Run from the Action Menu options.
• Enter the report parameters (see Parameters below) and click Submit.
• When the report is ready, open it from the My report queue card or the global Status icon in the header.

Parameters

The following parameters are required to run this report:

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. 

Published: 10/01/2026