Assessment-Based Reports

[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 all assessments created during the reporting period, separated by the assessing staff person. It is intended for use by assessing staff and program management.

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 parameters for this report are very straightforward.

  • Assessment(s) - choose which assessment screen(s) should be included in the report
  • Assessing User(s) - choose which staff members to include
  • Report Date Range - choose the assessment date range to include in the report
  • Report Output Format
    • Web Page
    • PDF
    • Excel

Admin Report Additional Parameters

  • User Home Agency - choose the staff home agencies to include in the report
  • CoC(s)
  • Agency Status
  • Agency(ies)

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

Included Fields:

  • Assessment Date
  • Client Full Name
  • Unique ID
  • Age
  • Gender
  • 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) - is client contact information is null, no 
  • Assessing Agency
  • Assessing Program - left blank if no program enrollment is attached to the assessment

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

Updated 9/17/2020