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[GNRL-405] CE Assessing Staff Report

Description

Type of Report

This report requires an Assessment during the reporting period. An enrollment is not required to be included in this report.

Purpose

The CE Assessing Staff Report details assessments* created during the reporting period, separated by the assessing staff person. It is intended for use by assessing staff and program management.

*Note: Assessments must 1) have Coordinated Entry toggled on, and 2) have at least one linked Assessment Processor. 

Running the Report

Who Can Run It

All users can run the report. Restrictions are in place for which agencies can be accessed based on the rights of the user.

Report Location

The report is found in the Assessment Based section of the report library.

Parameters

The following parameters are required to run this report.

Assessment(s)
  • All
  • Single Select 
  • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially)
Assessing User(s)
  • All
  • Single Select
  • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially)
Note: Users must have access to the applicable agency to be included for the non-admin version of the report.  
Report Date Range The date range of the assessment(s) to include in the report.
Report Output Format
  • Web Page
  • PDF
  • Excel

Admin Report Additional Parameters

User Home Agency(ies)

  • All 

  • Single Select

  • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially) 

CoC(s)

  • All 

  • Single Select

  • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially) 

Agency Status

  • All Agencies 

  • Active Agencies 

  • Inactive Agencies 

Agency(ies)

  • All 

  • Single Select

  • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially) 

Specifications

The specifications for this report are rather simple.

Universe

  • All staff, clients, and assessments* where:
    • [Assessment Name] is selected AND
    • [User Name] is selected AND
    • [Assessment Date] is within the reporting date range
*Assessments must 1) have Coordinated Entry toggled on, and 2) have at least one linked Assessment Processor. 

Included Fields:

  • Assessment Date
  • Client Full Name
  • Unique ID
  • Age
  • Gender
    • OGI = Other Gender Identity
    • PNTA = Prefers Not To Answer
  • Veteran (Status)
  • CE Household Type 
    • The assessing program enrollment Household type - left blank if no program enrollment is attached to the assessment
  • Adults in CE Household
    • The number of adults in the assessing program enrollment - left blank if no program enrollment is attached to the assessment
  • Children in CE Household
    • The number of children in the assessing program enrollment - left blank if no program enrollment is attached to the assessment
  • Assessment Name
  • Assessment Score
  • Referred to Queue - has the assessment/client been referred to the queue
  • Contact Info (Yes/No)

    • 'Yes' if there is contact information in the Contact tab

    • 'No' if there is no contact information in the Contact tab

  • Location Info (Yes/No)
    • Yes' if the client location fields are completed in the Location tab
    • 'No'  if there is no location information in the Location tab

Note: Location information is impacted by sharing settings. If sharing is limited, Location results will reflect data according to the appropriate sharing settings. 

  • Assessing Agency
  • Assessing Program - left blank if no program enrollment is attached to the assessment

GNRL-405 Report Table

In addition to the main table, a list of staff with no relevant assessments during the reporting period is included.

 

Updated: 04/08/2024