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[GNRL-408] Service Issuance Summary [Program Based]

Report Purpose & Summary 

Similar to [GNRL-211] Service Issuance Summary, this report provides a summary of issued services for a chosen service within the report date range. Unlike [GNRL-211] Service Issuance Summary, this report has a table for each program to differentiate where the client received the service. 

Running the Report 

Who Can Run the Report 

 All users can run the report. There are restrictions on which information can be accessed based on the user's access rights.

The Admin version of the report can be run across agencies by System Administrators and others with the appropriate access roles.

Report Location 

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

  • Program Based Reports  → [GNRL-408] Service Issuance Summary [Program Based]
  • Administrator Reports → [GNRL-408-AD] Service Issuance Summary [Program Based]

Parameters 

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

Project Type(s) 

Choose 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) 

Choose which program(s) to include: 

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

Service Category(-ies) 

Choose which service category(ies) to include: 

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

Service: Service Item(s) 

Choose which service item(s) to include: 

All, Single Select, or 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 

 Select a CoC.

Agency Status 
  • All Agencies 
  • Active Agencies 
  • Inactive Agencies 

Agency Filter Category 

Choose an option for applying the CoC filter:

  • Agency CoC: Data will pull from Agencies with the selected CoC(s)
  • Program CoC: Data will only pull from Programs/Projects with the selected CoC(s)
  • Site CoC: Data will only pull from Sites with the selected CoC(s) 
  • Inventory CoC: Data will only pull from Bed Inventories with the selected CoC(s). Note: Choosing this option will limit to only those projects with Bed Inventories.

Agency(-ies) 

Choose which agency(ies) to include: 

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

Report Details 

This report provides information regarding service issuances for a chosen service during the report date range by program. Each program selected in the parameters will have a separate table. 

The report is divided into two sections: 

  • Summary 
  • Totals 

Capture 2023-02-14 at 11.57.33-1Summary 

This section has two columns: # of Clients and # of Issuances.

  • # of Clients - This indicates how many clients received the service. 
  • # of Issuances - This indicates how many times a service was issued. 

Totals 

This section provides two different totals: 

  • Total Clients - This is an unduplicated count of clients who received at least 1 issuance of the service. 
  • Total Issuances - This is the total amount of times the service was issued during the report dates.

Drilldown Functionality 

Drill downs are available for the number of clients and the number of issuances. The number of clients drill down provides a client list with Unique Identifier, Name, Program Name, Project Start Date, and Project End Date. The number of issuances drill down provides a client list with Unique Identifier, Name, Service Name, # of Issuances, and applicable Service Dates.  


Updated: 01/08/2024