Report Library

Find detailed information about reports, including the source of each data point as well as guidance on drill-down functionality and parameters.

Introduction

• Pentaho 101
• The Report Library
• Running Reports
• Scheduling Reports
• Privacy and Sharing Logic for Reports
• Parameter Spotlight: Client ID Selection

Administrator Reports

• [DQXX-105-AD] Monthly Agency Utilization Report
• [DQXX-106-AD] VI-SPDAT - Centralized Intake Dashboard Report
• [DQXX-120-AD] Project Households with issues in HoH determination
• [GNRL-108-AD] Chronic Homeless Program Enrollments
• [GNRL-110-AD] VIP List
• [GNRL-117-AD] Client Assessment Score
• [HUDX-234-AD] HMIS Statistics Report
• [STFF-102-AD] Access Role User List
• [STFF-105-AD] License Utilization
• [UNIT-101-AD] Unit Configuration Report
• [RFRL-150-AD] Community Queue Query

Agency Management Reports

• [STFF-101] User Activity Report
• [STFF-103] User Active Caseload
• [STFF-104] Staff Client Data Activity
• [STFF-104] Specification Details
• [STFF-106] User Client Note Hours Tracked

Assessment-Based Reports

• [GNRL-210] Assessment Details Report
• [GNRL-404] CE Assessment Details Report
• [GNRL-405] CE Assessing Staff Report
• [OUTS-108] CE Demographics Report

Data Quality Reports

• [DQXX-102] Program Data Review
• [DQXX-103] Monthly Staff Report
• [DQXX-110] Duplicate Clients
• [DQXX-121] Project Start Date > Project Exit Date
• [DQXX-122] Duplicate Assessments Report
• [GNRL-242] Client Project Stay Issues

Client Reports

• [CLNT-101] Case Notes
• [CLNT-102] Client History
• [CLNT-103] Photo ID Card - Sample
• [CLNT-104] Profile Screen
• [CLNT-105] Client Appointments
• [CLNT-106] Client Service Notes
• [CLNT-125] Client Summary
• [CLNT-127] Homeless Status Timeline Report
• [CLNT-128] Client Enrollment Details

HUD and Federal Partner Reports

• 2024 LSA Toolkit
• FY 2024 LSA FAQ/Troubleshooting
• [HUDX-111] HUD CSV / XML Program Data Export
• [HUDX-123] Housing Inventory (HIC) Supplemental
• [HUDX-230] Shelter Count PIT
• [HUDX-223-AD] System Performance Measures
• [HUDX-224] PATH Annual Report
• [HUDX-225] HMIS Data Quality Report
• [HUDX-227] Annual Performance Report
• [HUDX-228] ESG CAPER
• [HUDX-231-AD] LSA Quick Guide
• [HUDX-233] Client-Level System Use & Length of Time Homeless Report
• [HUDX-235] CE APR (Coordinated Entry Annual Performance Report)
• APR, ESG-CAPER and HMIS Data Quality Report FAQ
• Housing Move-in Date
• RHY, SSVF, and YHDP Reporting - [HUDX-111] HUD CSV/XML Program Data Export
• Sage Upload
• Troubleshooting Bed Inventory CoC Code and Enrollment CoC

Housing Reports

• [HSNG-102] CoC Housing Assessment Report
• [HSNG-104] Monthly Housing Report
• [HSNG-105] Weekly Housing Census
• [HSNG-108] Housing Census
• [HSNG-200] Current Housing Availability

Profile Screen Reports

• [GNRL-212] Profile Details Report

Program-Based Reports

• [EMPL-101] Employment Report
• [EMPL-102] Employment / Education Report
• [EXIT-101] Potential Exits
• [EXPS-103] Program Funding Source Financial Detail
• [GNRL-105] Program Participation Summary
• [GNRL-106] Program Roster
• [GNRL-220] Program Details Report
• [GNRL-230] Program Group Income
• [GNRL-240] Program Household Served
• [GNRL-241] New vs Re-Entry Client Program Classification
• [GNRL-247] NoFA CoC Project Data Query
• [GNRL-400] Program Linked Service Review
• [GNRL-406] Service Census [Program Based]
• [GNRL-407] Service Summary [Program Based]
• [GNRL-408] Service Issuance Summary [Program Based]
• [JRSD-104] Zip Code Jurisdictional Breakout
• [OUTS-101] Program Outcome Measures
• [OUTS-102] Performance Monitoring
• [OUTS-106] Client Demographics [Program-Based]
• [OUTS-200] Program Outcomes
• [OUTS-205] Program Recidivism
• [OUTS-720] Client Program Service
• [UNIT-103] Unit Client Detail - Enrollment

Community and Referrals

• [GNRL-401] VI-SPDAT Details
• [RFRL-102] Referral Outcome Statistics
• [RFRL-103] Referral Statistics - Inbound
• [RFRL-104] Referral Statistics - Outbound
• [RFRL-110] VI-SPDAT Referral Detail
• [RFRL-120] Community Queue Detail
• [RFRL-122] CE Community Queue Detail Report
• [UNIT-102] Unit Client Detail - Referral

Service-Based Reports

• [EXPS-101] Funding Source Financial Detail
• [EXPS-102] Service Expense Review
• [GNRL-102] Client List
• [GNRL-103] Service Census [Service Based]
• [GNRL-104] Service Summary [Service Based]
• [GNRL-111] Attendance By Days Served
• [GNRL-112] Client Address / Location
• [GNRL-211] Service Issuance Summary [Service Based]
• [GNRL-403] Public Alert Notice
• [JRSD-103] Zip Code Jurisdictional Breakout
• [OUTS-105] Client Demographics [Service-Based]
• [OUTS-105-F] Client Demographics (Flat Version)
• [OUTS-107] Households Served Report