Program-Based Reports
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      [GNRL-407] Service Summary [Program Based]

      Report Purpose & Summary 

      Similar to [GNRL-104] Service Summary, this report provides a number of unique clients, number of services, and number of service days per selected service within the report date range. Unlike the [GNRL-104] Service Summary, this report has a table for each program to differentiate where the client received the service(s). 

      Running the Report  

      Report Location 

      The Service Summary [Program Based] report can be found in the Program Based section of the Report Library. There is also an administrator version of the report that can be found in the Administrator Reports section.   

      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. 

      Parameters 

      The following parameters are needed to determine the criteria for data returns in the report.  

      Program Type(s) 
      • All 
      • Single Select  
      • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially) 

      Program Status 
      • All Programs 
      • Active Programs 
      • Inactive Programs 

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

      Service Category(-ies) 
      • All 
      • Single Select  
      • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially) 

      Service Item(s) 
      • All 
      • Single Select  
      • Multi-Select (Hold Control/Command or Hold Shift to select multiple options sequentially) 

      Report Date Range 

      The date range of the provided services to include in the report 

      Report Output Format 

      Web Page, PDF, or Excel 

      Additional Administrator Report Parameters 

      CoC 
      • 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 Filter Category 
      • Agency CoC 
      • Program CoC 
      • Site CoC 
      • Bed CoC  

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

      Report Details 

      The information in this report is pulled from services provided within the report date range at the program level. To begin, this report will provide the following information: 

      • Program Name 
      • Service Name and Service Item Name 
        • If a selected program does not provide the selected service(s), the table will return “N/A” for the Service Name and Service Item Name. 
      • Number of Unique Clients 
      • Number of Services 
      • Number of Service Days 

      Drilldown Functionality 

      Drilldown functionality is available for this report. To drill down, click on any count. The drilldown functionality will then provide the following information: 

      • Unique Identifier 
      • Client Name 
      • Service Period 
      • Fundings 

      Below the drilldown table, there is a count of Unique Clients and the total Funding Amount for the service offered at this program within the date range.  407 drilldown