[HUDX-111] HUD CSV / XML Program Data Export

Parameter

Description

Switch Access Agency(-ies)

This option allows a user to generate the report for programs from multiple agencies. Some ESG grants require this capability. The ability is dependent on the access rights of the user. In other words, the user must have access to more than one agency.

The list of agencies will include the user's primary or home agency, followed by other agencies to which the user has access.

CoC Filter Category

There are four levels of CoC filtering available. Only one option may be selected for each report:

• Agencies in CoC - The report will only pull from Agencies with the selected CoC 
• Agencies with Programs in CoC - The report will only pull from Programs/Projects with the selected CoC
• Agencies with Sites in CoC - The report will only pull from Sites with the selected CoC
• Agencies with Bed Inventory in CoC - The report will only pull from Bed Inventories with the selected CoC.
  • Be aware that choosing this option will limit the report to only those projects with Bed Inventories

CoC(s)

Choose which CoC(s) to include:

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

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.)

Apply Client Location Filter

The Client Location Filter defaults to 'No'. If 'Yes', the data export will exclude client project stays that do not align with the Client Location CoC Code(s) and the selected CoC(s).

Note: Client Location applies only for valid Heads of Household.

PIT Date

The PIT Date field is a new, optional parameter within this report. This date field refers to the date of the annual PIT Count. Utilize this field when running the export to upload HIC data to HDX 1.0. This should be the CoC determined point-in-time date, during the last ten days of January of the reporting year.

Report Date Range

Choose the date range of enrollments to include.

Version

Reflects the HUD CSV specification version used to generate the report

Source Type

Allows the user to identify what type of Clarity source data is being exported and described in the Export.csv file. Options include Continuum-Operated HMIS, an Agency-Specific Database, a Data Warehouse, or Other.  

Note that an HMIS implementation operated jointly by more than one continuum should be identified as a data warehouse.

Encrypt Identifying Data

If 'Yes,' the SHA-256 hash algorithm will be applied and client's First Name, Middle Name, Last Name fields will be replaced with a 64-character alphanumeric string, and SSN field will be replaced with a 68-character alphanumeric string. 

Include Deleted Data

If ‘Yes,' the export process includes deleted Clarity records in the client’s exported data.

Include Service Item ID

If 'Yes,' the data export will include ServiceItemID and ServiceEndDate within the Services.csv file.

Include Assessment Screen ID

If 'Yes,' the data export will include ScreenID and ScreenName within the Assessment.csv file.

Include Custom Services

If 'Yes,' the data export will include services that do not belong to specific HUD service categories. These records will still be linked to programs but will not include a record type or type provided per the HUD Data Standards.

Report Output Format

Parameter

Description

Agency Filter Category

See CoC Filter Category above

Agency Status

• All Agencies
• Active Agencies
• Inactive Agencies

Agency(-ies)

Choose which agencies to include:

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