System Release of Information Dashboard

Table of Contents

• Purpose

• Dashboard Filters

• Content

  • Clients With a New ROI Created in the Last 12 Months

  • New Clients Created ROI Status

  • ROI Status for Enrolled Clients

  • ROI Status for Served Clients

  • Private and Consent Refused Clients

Purpose

The System Release of Information Dashboard provides a CoC and an Agency level analysis of client ROI compliance. This dashboard monitors the current ROI status for newly created, enrolled, and served clients, identifies compliance gaps, tracks consent trends, and identifies Private and Consent Refused clients.

For a program and client-level analysis, see the Agency Release of Information Dashboard article. 

Dashboard Filters 

This dashboard features three filters that allow for high-level analysis by limiting results to Agency CoC Code, Agency Name, and Program Name.

The table below outlines what Looks the filters apply to and the default values. 

Content

This dashboard is comprised of 5 sections: 

• Clients with a New ROI Created in the Last 12 Months

• New Clients Created ROI Status

• ROI Status for Enrolled Clients

• ROI Status for Served Clients

• Private & Consent Refused Clients

The following Looks make up the System Release of Information Dashboard. For more information on how each Look is configured, please review the Look by selecting Explore from Here within the ellipses icon in the upper right corner. 

Clients With a New ROI Created in the Last 12 Months 

This section of the dashboard comprises 5 Looks that analyze clients who have had a new ROI added in the last 12 months. It also includes clients with a new ROI created within the last 12 months who do not have a program enrollment.

• Clients and ROIs Created in the Past 12 Months 
  • A summary visualization showing the count of clients with an ROI added in the last 12 months, as well as the count of ROIs added by Yes and No permissions. 
• Clients With a New ROI in the Last 12 Months 
  • A column chart showing the count of clients with a new ROI by month over the last 12 months.  
• ROIs Created in the Last 12 Months 
  • A stacked column chart showing the count of ROIs created by month, categorized by ROI Yes permission and ROI No permission. 
• Clients With a New ROI in the Last 12 Months by the Agency that Created the ROI 
  • A bar chart of agencies by the total number of new ROIs created within the last year, providing a clear view of system-wide ROI activity. 
• Clients With a New ROI Created in the Last 12 Months Without a Program Enrollment 

• • A bar chart highlighting clients who have a new ROI but do not have a program enrollment. 

New Clients Created ROI Status 

This section of the dashboard is comprised of 4 Looks that provide an analysis of clients created within the last year who do not have an active ROI, the monthly ROI completion rate for clients created within the last year, and clients created in the past 3 years without an active ROI by the Agency that created the profile. Clients are considered to have no active ROI if all their ROIs are either expired or lack a Yes permission.

• Clients Created in the Last 12 Months With an Active ROI 
  • A gauge visualization displaying the percentage of clients created in the last 12 months who currently have an active ROI. 
• Monthly ROI Completion % for New Clients 
  • A combination chart tracking the monthly ROI completion percentage. It compares the total count of clients created to the count of clients created without ROI to visualize ROI trends over the past 12 months. 
• Clients Created in the Past 3 Years Who Do Not Have an Active ROI 
  • A single-value tile showing the cumulative count of clients created in the past 3 years who currently (as of today) do not have an active ROI, compared against the total clients created. 
• Clients Created in the Past 3 Years Who Do Not Have an Active ROI by Agency Creating 

• • A table pivoted by the year client profile was created, identifying which agencies have the highest volume of profiles created without an active ROI. 

ROI Status for Enrolled Clients 

This section of the dashboard comprises 4 Looks that highlight ROI adherence for clients with new or active program enrollments. Clients are considered not to have an active ROI if all their ROIs are either expired or lack a Yes permission.

• Total Clients with New Enrollment in the Last 12 Months Without an Active ROI 
  • A single-value headline showing the total count of clients who started a new enrollment in the last year but do not have an active ROI compared to the total clients with a new enrollment. 
• ROI Status for New Program Enrollments by Project Start Month 
  • A column chart tracking the ROI adherence rate for new enrollments by month over the last 12 months, calculating the % of new enrollments without an active ROI. 
• ROI Adherence by Agency for Actively Enrolled Clients 
  • A table ranking enrolling agencies by their % of enrolled clients without an ROI, highlighting compliance levels across different service providers. 
• Actively Enrolled Clients w/o an Active ROI 

• • A single-value summary showing the current total of unique enrollees (where Still in program is Yes) who are missing a valid ROI. This is compared to the total actively enrolled clients. 

ROI Status for Served Clients 

This section of the dashboard comprises 4 Looks that show ROI adherence for clients who received a service in the last 12 months. Clients are considered not to have an active ROI if all their ROIs are either expired or lack a Yes permission.

• Clients With a New Service in the Last 12 Months 
  • A single-value tile comparing the total clients served in the last 12 months against those served without an active ROI. 
• ROI Status for Clients With a New Service in the Last 12 Months by Service Start Month 
  • A monthly trend analysis tracking the % of clients served without an active ROI based on the month the service was provided. 
• Clients with a New Service in the Last 12 Months Without an Active ROIs by Serving Agency 
  • A table auditing compliance based on the serving agency, identifying the count of clients served without an ROI, total clients served and the % of clients served without an active ROI. 
• Clients with an Active Service in Last 12 Months w/o an Active ROI 

• • A summary headline showing the total unique clients receiving a service within the last 12 months who do not have an active ROI with a comparison to the total clients served in the last 12 months.  

Private and Consent Refused Clients 

This section of the dashboard comprises 4 Looks highlighting actively enrolled clients who have been made Private or Consent Refused.

• Total Actively Enrolled Clients Set to Private 
  • A single-value headline count of all unique, actively enrolled clients whose profile is set to Private. 
• Actively Enrolled Clients Set to Private by Enrolling Agency 
  • A table breaking down the Count of Clients Set to Private by enrolling agency.
• Total Actively Enrolled Clients Set to Consent Refused 
  • A single-value headline count showing the total unique enrollees who have opted for a Consent Refused status. 
• Actively Enrolled Clients Set to Consent Refused by Enrolling Agency 

• • A table breaking down consent refusal by agency. This includes a column to identify any Consent Refused clients who have an active Yes permission ROI. 

Published: 05/04/2026