Report Purpose & Summary
This program-based report lists program stay information for selected programs and status according to specified report dates.
The following parameters are available to obtain targeted details in the [GNRL-106] Program Roster Report:
|Select a Program||The report can be run for one, multiple or all programs in the current agency|
|Select a Status||
Active within report date range- means that the client's project stay is active at least one day within the report date range. This includes clients enrolled within the report date range, clients exited within the report date range, and clients enrolled before the report date range and exited after the report date range or still active.
Enrolled within report date range- means that the client's enrollment date is within the report date range
Exited within report date range- means that the client's exit date is within the report date range
|Report Start/End Dates||Enter the dates you would like the report to start and 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.)
This report is designed to provide an overview of program stay information for all active, enrolled, or exited clients.
This report provides information for the following data elements:
- Unique Identifier
- Birth Date
- Age At Entry
- Current Age
- Enroll Date
- Exit Date
- Assigned Staff
Client Profile Information
The following data elements included in the report are generated from the client profile screen:
|Client||This data element is comprised of the First Name and Last Name fields from the client profile page.|
|Unique Identifier||Unique field automatically generated when the client record is saved to the Clarity system.|
|Birth Date||This data element is generated fromt he client profile screen|
|Current Age||Calculated value based on the client Date of Birth|
Program Stay Information
The following data elements included in the report are generated from the program tabs of the specified program(s):
|Age at Entry||This comes from the date of birth data field on the client profile screen which is compared to the enrollment date on the program enrollment screen.|
|Enroll Date||This is the date of program enrollment. This information comes from the program enrollment screen regardless of whether the client is active or inactive.|
|Exit Date||This is the date the client was exited from the program; this information comes from the program End tab. Note that this is null for active clients.|
|LOS||This is the Length of Service for each client.
Active Clients - The LOS for active clients ranges from the Program Entry Date (from the program enrollment screen) to the current date.
Exited Clients - The LOS for active clients ranges from the Program Entry Date (from the program enrollment screen) to the program exit date.
|Assessments||This is a count of status &/or annual assessments the client completed during the program enrollment.|
|Services||This is a count of service placements for services associated with the selected program(s).|
|Assigned Staff||This will default to the staff who enrolled the client. This can be modified by clicking on the edit icon next to the Assigned Staff in the program section of the client record.|
In the Web format, you can select Client Name or Unique Identifier and be taken directly to the client's profile screen in a new tab.