Program-Based Reports

[GNRL-220] Program Details Report

Description

Type of Report

This report is based on project enrollments. Clients without an enrollment will not be included in the Program Details Report

Purpose

The Program Details Report returns all the fields and corresponding responses for selected screens. Additionally, the report provides some profile and Housing Service information, depending on the screen selected.

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 of the user.

An Administrator version of the report is also available [GNRL-220-AD]. System administrators and users with additional access can run the report across multiple agencies.

Report Location

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

  • Program Based Reports → [GNRL-220] Program Details Report [2023]
  • Administrator Reports → [GNRL-220-AD] Program Details Report [2023]

Parameters

The following parameters are required for the Program Details report:

Project Type(s)

Select which Project Type(s) to include:

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

Program Status
  • All Programs
  • Active Programs
  • Inactive Programs
Program(s)

Select which Program(s) to include:

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

Screen Type(s)

Select which Screen Type(s) to include:

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

Enrollment
  • Active Enrollments
  • New Enrollments

    Admin Report Additional Parameters

    Agency CoC Select a single CoC for the report.
    Agency Status
    • All Agencies
    • Active Agencies
    • Inactive Agencies
    Agency(ies)

    Choose which agencies to include:

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

    Format

    This report is only available in Zip with xlsx file format. There will be a separate workbook for each program and screen type selected.

    Specifications

    The specifications for this report are straightforward and based on standard HMIS enrollment logic.

    Universe

    • All clients and enrollments where
      • [Program Name] is selected AND
      • Enrollment is Active during the reporting period AND
      • [Data Collection Stage Date] is within the reporting period for the selected screen type
        • This does not apply to Entry Screen data unless "New Enrollments" was selected as a parameter

    Included Fields

    Field Name Entry Status Annual Current
    Living
    Exit Follow-up
    Unique ID X X X X
    First Name X X X X
    Last Name X X X X
    Agency X X X X
    Assigned Staff X X X X
    Staff Created X X X X
    Enrollment Start Date X X X X
    Enrollment Exit Date X X X X
    Chronic Homeless X X X X
    Bed Night Service X X X X
    Bed Night Service Start Date X X X X
    Bed Night Service End Date X X X X
    DoB X X X X
    Unit Assignment X       X  
    Bed Assignment X       X  
    Occupancy Start Date X       X  
    Occupancy End Date X       X  
    SSN X X X X
    Personal ID X X X X
    Household ID X X X X
    Gender X X X X
    Race and Ethnicity X X X X
    Veteran Status X X X X
                 
    All fields included on the selected screen X  X X

    Note: Blank cells are expected for fields that are not on a current screen, or have no data input. 


    Updated: 07/09/2024