Client Summary Dashboard (Retired)

This dashboard was specifically designed for case managers but is also appropriate for program managers and community-wide information.

All tiles in this dashboard count enrollment households.

Tiles Overview

Clients by Program

• HMIS Performance model
• Programs, Name
• Enrollments, Count Households
• Filtered to: Reporting Period Filter is in the past 3 months

Annual Assessment Status

• Data Quality Model
• DQ Annual Assessments, Annual Assessment Status
  • Provides a breakdown specifically of past due Annual Assessments
• Enrollments, Count Households
• Filtered to:
  • Reporting Period Filter is in the past 3 months
  • Annual Assessment Status is:
    • Completed
    • Completed Out of Range
    • Due in 30-60 Days
    • Past Due
    • Due

Households

• HMIS Performance model
• Enrollments, Count Households
• Filtered to: Reporting Period Filter is in the past 3 months

Chronically Homeless Households

• HMIS Performance model
• Enrollments, Count Households
• Filtered to:
  • Reporting Period Filter is in the past 3 month
  • Entry Screen, Chronic Homeless at PIT/Current Date is Yes

Veteran Households

• HMIS Performance model
• Enrollments, Count Households
• Filtered to:
  • Reporting Period Filter is in the past 3 months
  • Clients, Veteran Status is equal to Yes

Youth Households

• HMIS Performance model
• Enrollments, Count Households
• Filtered to:
  • Reporting Period Filter is in the past 3 month
  • Entry Screen, Age at Project Start is less than 18

Days in Project

• HMIS Performance model
• Enrollments, Days in Project Tier
• Enrollments, Count Households
• Filtered to: Reporting Period Filter is in the past 3 months

Available Dashboard Filters

The following filters are available and will affect all dashboard tiles when changed:

• Reporting Period Filter
  • Default: is in the past 3 months
• Agency
• Program
• Assigned Staff
• Currently Active
  • When set to "Yes", this will filter to only include clients that are still active (not exited) from the project