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

The report is found in the Program Based Reports section of the Report Library

Parameters

The following parameters are required for the Program Details report:

  • Project Type(s)
  • Program Status
  • Program(s)
  • Screen Type(s): This is now a multi-select parameter
    • All Screens Data
    • Entry Data
    • Status Assessment Data
    • Annual Assessment Data
    • Current Living Situation
    • Exit Data
    • Follow-up Assessment Data
  • Enrollments
    • Active Enrollments
    • New Enrollments - Start Date is within the reporting period
  • Report Date Range

Format

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

Admin Report Additional Parameters

  • CoC - Only one CoC may be reported in running of the report
  • Agency Status - Active, Inactive or All
  • Agency(ies) - Use the CTRL key to select more than one agency

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
      • For 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
Housing Service X X X X
Housing Service Start Date X X X X
Housing 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 X X X X
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: 03/08/2023