Report Purpose & Summary
This is a service-based report that lists details of all clients, according to housing status and veteran status, who have received selected service item(s) for a specified period of time.
Parameter Options
The following parameters are available to obtain targeted details in the Client List Report:
| Service(s) |
Choose which service item(s) to include.
|
| Veteran Status | Select Veteran Status |
| Matching Criteria |
This parameter determines how clients in the selected service(s) will be generated. If you run the report with multiple services, selecting:
|
| Report Date Range | Choose the period during which the service was provided |
| Report Output Format |
|
Report Details
In general, this report provides a list of all clients who have received selected service items during a specified period of time (determined by your report’s Start Date and End Date). It is a service-based report, meaning that it only reports data specific to services – information pertaining to only programs is not included in this report.
This report pulls data from 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 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.
It 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.
Once the report is generated, it will contain several pieces of information:
Unique Identifier & Client Name
The Unique Identifier and Client Name is reported from the Client Profile page.
Data Quality
This column contains a data quality percentage based on whether or not data has been collected on the following fields:
- Quality of Name
- Social Security Number
- Quality of Social Security Number
- Date of Birth
- Quality of Date of Birth
- Gender
- Race
- Ethnicity
Responsible Staff
This column indicates the staff member who provided the service to the client by creating the service record.
Services
The Services table lists the individual services provided to the Clients included in the report during the reporting date parameters.
Drill Down Functionality
Clicking the Unique Identifier will display the client's demographic information from their Client Profile page. Data elements missing from the client profile will appear in red text.
