Service-Based Reports

[GNRL-104] Service Summary [Service Based]

Report Purpose & Summary

This is a service-based report that provides service counts and the number of unique clients who received selected services during the report date range.

Running the Report

Who Can Run the Report

All users can run the report. There are restrictions on which information can be accessed based on the user's access rights.

Report Location

This report can be found in the following location in the Report Library:

  • Service Based Reports → [GNRL-104] Service Summary [Service Based]


The following parameters are required to include the necessary service items:

Service: Service Item(s)

Choose which service item(s) to include: 

All, Single Select, or Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially.)

Report Date Range Choose the service date range to include
Report Output Format Select Web Page, PDF, or Excel

Report Details

The information in this report is pulled from service placements. To begin, this report will provide the following information:

  • Service Name and Service Item Name
  • Unique Clients
  • Number of Services
  • Number of Service Days
    • This is a total count of the number of services that occurred within the report date range.
      • Long-term services are counted from start date to end date, inclusive of the dates (so, for example, 01/05/2023 - 01/06/2023 are counted as 2 days).
      • Attendance-based services are based on the attendance dates.
      • Single Event services are based on the event date.

Note: Service dates are not unduplicated; for example, 12 food services for a client that overlap on 01/05 for will count as 12 Service Days.


Note: For the purposes of this report, multiple attendance services are limited to a count of 1 per day in the # of Services column.

Drilldown Functionality

Drilldown functionality is available for this report. To drill down, click on any count. The drilldown functionality will then provide the following information:

  • Unique Identifier
  • Client Name
  • Service Period
  • Fundings

Updated: 06/28/2023