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.
The following parameters are available to obtain targeted details in the Client List Report:
|Choose services||Select the desired service item(s). Selecting All – this will generate a report listing all service items in your entire agency|
|Housing Status at Entry||Select the housing status you wish to report on. Selecting All will generate information for any of the options in the dropdown menu. You can also filter the report information by choosing one or several options. Note that housing status is determined by the client’s housing status listed on their Client Profile Screen not their housing status at the time of service placement|
|Veteran Status||Select which Veteran Status you would like to include in the report. Selecting All will generate information for any of the options in the dropdown menu. You can also filter the report information by choosing one or several options.|
|Matching Criteria||This parameter determines how clients in the selected service(s) will be generated. If you run the report with multiple services, selecting In All the selected services will display only clients receiving in all of the selected services, selecting In Any of the selected services will display all clients receiving at least one of the selected services.’|
|Start Date||This date will reflect the date from which you would like to start generating data.|
|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. 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.)|
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.
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
This column indicates the staff member who provided the service to the client by creating the service record.
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.