Report Purpose & Summary
This is a service-based report that provides details of all clients, according to housing status and veteran status, who have received selected service item(s) for a specified period of time.
The following parameters are available to obtain targeted details in the [GNRL-111] Attendance by Days Served:
|Select the attendance-based service(s) for your report.|
|Housing Status at Entry||Select the housing status you wish to report on. Selecting All will generate a list of clients with any Housing Status listed. Note that this housing status information is determined by the client’s housing status listed on their client profile screen and not their housing status at service placement.|
|Veteran Status||Selecting All will generate a list of clients with any veteran status listed. Select the other options to filter by specific veteran status.|
|Choose Start Date||This date will reflect the date from which you would like to start generating data.|
|Choose End Date||This date will reflect the date you would like to stop generating data|
|Choose Report Format||You can select Web Page, PDF, or Excel. A Web Page is a functional format that allows you to drill down on data elements to inspect the underlying data supporting it, if report allows for it. The PDF is a good option for official reports, grants, etc. If you download the excel file you can can use excel to manipulate the data (e.g. Sort/Check for duplicates, etc.)|
This report provides a list of all clients who have received selected service/attendance-based items during a specific period of time (as determined by your report’s Start and End Date).
In general, this report pulls data from a several locations within the client record, including the Client Profile page and the Services tab.
To generate the client list, the report collects client names for all those who were enrolled in any services within the agency. It then filters this list according to the service(s) you select from the Choose Services parameter on the Preview page.
The report filters the list further according to the demographic parameters you choose (i.e. Housing Status at Entry and Veteran Status). Note that all demographic information is pulled directly from the Client Profile page.
Below are more specific details regarding the origin of each of the following data elements included in the report:
- Client Unique Identifier
- Client Name
- Service Start / End Dates
Reporting Period Active/Inactive Services
Service End Dates that occur within the reporting period will be displayed in the report in red. This is to indicate to the user running the report that the service has ended and has become no longer active within the reporting period.
Service End Dates that fall outside of the reporting period are displayed in black indicating that the service is active throughout the reporting period.
Client Unique Identifier & Client Name
This is automatically generated by the system, and can be found on the client profile page.
Service Start / End Dates
This is entered by the user when placing the service, or when adding a client via attendance for the day served. This information can be accessed via the client History tab.
For example, client Mufasa Lion (listed first in the screenshot above) received the service item Food for the Kingdom:Sack Lunch 6 times between 07/01/2017 to 07/06/2017. To view and/or modify this information, simply pull up Mufasa Lion’s client record, go to the History tab, and select the Edit link next to the service item.
This will bring you to the History: Edit screen. Scroll to the bottom of the page where you will find the attendance record.
You can delete any attendance date by selecting the corresponding checkbox followed by the trashcan icon. Multiple attendance dates can be removed by
To add an attendance date, click the Launcher Icon and open the Attendance section. Select the appropriate service by clicking the Manage link. Use the calendar field to choose a date. Click the Add link adjacent to the client name you wish to add to the In Attendance list.
This is the amount of days the service was provided during selected reporting period. This can also be viewed and/or modified from the History tab and/or Attendance tab.
This comes from the service transaction.
Drilldown functionality is not necessary for this report.