Report Purpose & Summary
This is a program-based report that list clients who are active in the program but have not received services since the selected cut-off date.
The following parameters are available to obtain targeted details in the [EXIT-101] Potential Exits:
|Select a Program||Select one or more programs to run the report against. Selecting All will generate data for all programs in the dropdown menu.|
|Choose a cut off date||Services not received since this date|
|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. 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 identifies clients who have not received services linked to the selected program(s) since the selected cut off date. These clients are considered Potential Exits.
The report generates the following data elements:
- Unique ID
- Client Name
- Project Name
- Service Item
- Date of Last Service
- Total Clients
Unique ID, Client Name & SSN
This information comes from the client’s profile screen.
Project Name, Service Item & Date of Last Service
This data comes from the service placement, and can be viewed from the program history.
Total Clients & Total Unique Clients
This lists the total number of clients listed in the report as well as the total number of unique clients in the results. This is automatically generated.
Projects Included in Datasets
This section displays Projects that are associated with the Program selected in the Parameter Options when running the report.
Drilldown functionality is not necessary for this report.