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[GNRL-210] Assessment Details Report

Purpose

The Assessment Details report lists all the responses to the questions on the selected assessment for each client. 

Clients must have an assessment during the reporting period to be included in the report, but do not have to have an enrollment.

Running the Report

Who Can Run It

Anyone can run the report, but only for assessments for which they have access.

The Admin version of the report can be run across agencies by System Administrators and others with the appropriate access roles.

Report Location

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

  • Assessment Based Reports  → [GNRL-210] Assessment Details Report
  • Administrator Reports → [GNRL-210-AD] Assessment Details Report

Parameters

Assessment Screen(s)

Select which assessment(s) to include:

All, Single Select, or Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially.)
Report Date Range The date range of the assessments to include in the report

Additional Administrator Report Parameters

CoC
  • Single select only
Agency Status
  • All Agencies 
  • Active Agencies 
  • Inactive Agencies 
Agency(ies)

Select which agency(ies) to include:

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

    Format

    Because of the potentially large number of columns, the report is only available in Excel format.

    The report is delivered as a zip file containing a workbook for each selected assessment plus a workbook that lists the assessments and agencies included in the report.

    Universe

    • All clients and assessments where
      • [Assessment Name] is selected AND 
      • [Assessment Date] is within reporting range

    Included Fields

    • Unique ID
    • Staff Name
    • Agency Name (Only on admin version)
    • Program Name (only populated on assessments connected to a program)
    • Client Last Name
    • Client First Name 
    • Last 4 of SSN
    • Age, as of the Assessment Date or Report Start Date, whichever is greater
    • Race and Ethnicity
    • Gender
    • Assessment Score (if there is an Assessment Processor for the A=assessment)
    • All fields from the selected assessment

    Updated 12/11/2023