Service-Based Reports

[JRSD-103] Zip Code Jurisdictional Breakout

Report Purpose & Summary

This is a service-based report that lists the number of individual clients and families attached to a service by zip code. For the same report designed for programs, use [JRSD-104] Zip Code Jurisdictional Breakout.

It may be useful to communities for CDBG (Community Development Block Grant) reporting.

Running the Report

Who Can Run this Report

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

Report Location

This report can be found in the following location in the Report Library:

  • Service Based Reports → [JRSD-103] Zip Code Jurisdictional Breakout

Parameter Options

The following parameters are available to obtain targeted details in the [JRSD-103] Zip Code Jurisdictional Breakout:

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 Choose the dates the service provided dates to include in the report
Report Output Format You can select Web Page, PDF, or Excel

Report Details

The data for this report is taken from the client Profile screen.

The report shows the number of individual clients and families who reside in certain zip codes for the selected service(s). This zip code information is taken from the Zip Code of Last Address [client_demographics.zipcode] found on the client's Profile screen.

If the client does not have a zip code, it will be included in the N/A section of the report, as shown above.

Drilldown Functionality

Drilldowns will yield a list of all clients who are associated with that zip code. To drill down, click on any of the counts.

Updated: 04/25/2023