Program-Based Reports

[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 

Report Location 

This report is found in the Program Based section of the Report Library. There is also an administrator version of the report that is 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 

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.