Agency Management Reports
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      [STFF-104] Staff Client Data Activity

      Description

      Type of Report

      This is an Agency Management report with Staff/User Activity information.

      Purpose of the Report

      Provide program management with a record of Staff/User client record activity in Clarity Human Services. The report returns the following:

      • Sorted by Staff/User, selected in the parameters, including Staff/Users without activity
      • Data Type (type of activity)
        • Profile Created
        • Profile Edited
        • Program Enrollment
        • Program Status Update
        • Program Current Living Situation
        • Program Annual Update
        • Program Exit
        • Program Follow-up
        • Client Note
        • Client File
        • Client Location
        • Referral
        • Assessment
        • Service Provided/Updated
        • Client ROI
        • Client Contact Created
        • Client Contact Edited
      • Client Name
      • Unique Identifier
      • Date/Time the activity occurred in Clarity, sorted by most recent to oldest

      The report includes the history of staff deleting records such as profiles, enrollments, services, etc.

      Running the Report

      Report Location

      This report is found in the Agency Management section of the Report Library.

      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 prompts are required to run the report.

      Parameter

      Description

      Staff(s)

      Choose which staff members(s) to include: 

      • All
      • Single select for a single staff member
      • Ctrl, ⌘ or Shift select for multiple staff members

      Note: Staff member options are limited to the agency running the report.

      Data Type(s)

      Choose which data type(s) to include: 

      • All
      • Single select for a single data type 
      • Ctrl, ⌘ or Shift select for data types

      For more information on the data type(s) specifications, please reference [STFF-104] Specification Details. 

      Deleted Option

      Choose which deleted option to include:

      • Not Deleted
      • Deleted Only
      • All

      Report Date Range 

      Specify the report start and end date. The staff activity pulled into this report will have happened during the reporting period

      Report Output Format

      The user can choose to format the report output as a Web Page, PDF or Zip with XLSX.

      Note: If the report contains more than 40,000 rows, the Report Output Format will automatically be changed to Zip with XLSX

       

      Specifications

      The following is a high-level summary of the specifications.

      Universe of Staff

      • Staff Status = Active
      • AND not deleted
      • AND (main staff agency = Current Agency OR staff is from other agency but has additional access to Current Agency)

      Universe of Activities/Data Types

      Based on parameter selection of Data Type, the universe will include

      • Data Type [Date Created, Updated or Deleted] >= Report Start Date
      • AND Data Type [Date Created, Updated or Deleted] <= Report End Date
      • AND if client is private, then the agency that added, updated or changed the profile must be the Current Agency

      For a deeper dive into the specifications, refer to [STFF-104] Specification Details. 

      Updated 09/24/2021