Report Library

The source of each data point as well as guidance on drill-down functionality and parameters.

Introduction

  • Pentaho 101

    This article describes some of the basic concepts for using the Clarity Human Services reporting tool: Pentaho. Pentaho is the report generation tool used by Bitfocus developers to create most of the "on board" reports in Clarity Human Services. Clarity users generally do not have the ability to create reports using Pentaho. There is another tool for custom reporting and data analysis, Looker. Navigatio...

    label_outline Report Library

Administrator Reports

  • [OUTS-200-AD] CoC Program Outcomes

    Report Purpose & Summary This administrator report provides client cash and non-cash benefits present at time of exit from mainstream programs. It also reports housing outcomes for Transitional Housing and Permanent Housing programs for an entire CoC. Parameter Options The following parameters are available to obtain targeted details in the [OUTS-200-AD] CoC Program Outcomes report. Continuum of Care Select...

    label_outline Reporting label_outline OUTS-200_AD label_outline Outcomes
  • [HUDX-230-AD] Shelter Count PIT Program Based [2018]

    Report Purpose & Summary This report provides comprehensive data collection required for the Sheltered Count portion of the annual CoC Point-In-Time (PIT) count. The report does not include the unsheltered count as that information is not captured in HMIS. Parameter Options The following parameters are available to obtain targeted details in the Shelter Count PIT (Formerly [GNRL-101-AD]) report: Select a Co...

    label_outline GNRL-101-AD label_outline Shelter Count label_outline PIT label_outline HUDX-230-AD
  • [GNRL-108-AD] Chronic Homeless Program Enrollments

    Report Purpose & Summary This administrative program-based report provides the total number of clients (per program category) who are considered Chronically Homeless. Parameter Options The following parameters are available to obtain targeted details in the [GNRL-108-AD] Chronic Homeless In PSH Programs report: Select a CoC Choose a Continuum of Care Pick a Program Category Selecting All will list all pro...

    label_outline Reports label_outline For Agency Managers label_outline 108 label_outline Enrollments label_outline Chronic Homelessness

Agency Management Reports

  • [STFF-104] Staff Client Data Activity

    Description Type of Report: Agency Management - Staff/User information Purpose of the Report: Provide program management with a record of Staff/User client record activity in Clarity Human Services. The report returns the following: Sorted by Staff/User performing the activity in Clarity Type of activity Profile Created or Edited Program Enrollment Program Status Update/Annual Update Program Exit Program Follow-...

  • [STFF-101] User Activity Report

    Report Purpose & Summary The purpose of this report is to generate data reflecting the system activity of certain staff members. Pulling from the System Dashboard, this report will provide information regarding login dates, times, and durations. Parameter Options Below are descriptions of the parameter options in the Preview tab of the User Activity Report. Choose a starting date This date will reflect the ...

  • [STFF-104] Specification Details

    Data Types Specs Profile Created Data Type(s): Profile Created Deleted Option: all; no deleted When a new client record is added to Clarity instance, a corresponding row is added to the "clients_log" table. For "Profile Created" staff activity all rows are selected from "clients_log" table where: clients_log.ref_user = STAFF_ID and it is the profile creation record and activi...

Email Reports

  • [DQXX-105] Monthly Agency Utilization Report

    Report Purpose & Summary This is an email report that generates unique client counts and data quality percentages for all agencies (active and inactive) in the selected CoC. Parameter Options The following parameters are available to obtain targeted details in the [DQXX-105] Monthly Agency Utilization Report: Select a Continuum of Care Select the targeted CoC. Choose Start Date This date will reflect the ...

  • [DQXX-103] Monthly Staff Report

    Report Purpose & Summary The Monthly Staff Report provides three categories of information: General data quality User Activity (including the number of clients, [both existing and new] that each staff member worked with during the time frame of report.) Data quality by data element (e.g. Date of Birth, Race, Ethnicity, Veteran Status, etc.) for all clients served. Parameter Options The following parameters a...

  • [HSNG-104-AD] Monthly Housing Report – CoC Based

    Report Purpose & Summary This report is a service-based report that provides an automated monthly review of Clarity participating housing programs for an entire CoC. Parameter Options The following parameters are available to obtain targeted details in the [HSNG-104-AD] Monthly Housing Report – CoC Based: Choose a CoC Select the CoC you would like to run the report against Choose a month Select a month wi...

  • [HSNG-105] Weekly Housing Census

    Report Purpose & Summary This is a weekly automated service-based report that serves as a seven day review of housing programs. The data for this report is taken from housing service transactions. Parameter Options The following parameters are available to obtain targeted details in the [HSNG-105] Weekly Housing Census: Start Date This date will reflect the date from which you would like to generate data. ...

Housing Reports

  • [HSNG-101] Housing Census

    Report Purpose & Summary This service-based report shows how many clients were placed into the selected housing service(s) for specified dates during the reporting timeframe. Parameter Options The following parameters are available to obtain targeted details in the [HSNG-101] Housing Census report. Choose Services This allows the report to be run for one or more Service/Service Item Veteran Status This al...

HUD & Federal Partner Reports

  • APR and ESG-CAPER

    [HUDX-227] Annual Performance Report  Recipients with HUD funding received through CoC homeless assistance grants (e.g., Supportive Housing Program, Shelter Plus Care, Section 8 Moderate Rehabilitation Single Room Occupancy Program, CoC Program) are required to submit an Annual Performance Report (APR) electronically to HUD every operating year. Data collection for the APR is aligned with the most recent version o...

  • [HUDX-233] Client-Level System Use & Length of Time Homeless Report

    Programming Specifications Complete specifications for the Client-Level System Use & Length of Time Homeless Report can be found on the HUD portal for the report: https://www.hudexchange.info/resource/5689/client-level-system-use-and-length-of-time-homeless-report/ Description The Client-Level System Use & Length of Time Homeless Report is designed to provide a general summary of information in an individu...

  • [HUDX-225] HMIS Data Quality Report

    The [HUDX-225] HMIS Data Quality Report is a HUD report that reviews data quality across a number of HMIS data elements. For this reference tool, we have adapted and summarized the guidance provided in the HMIS Reporting Terminology Glossary, which includes the report programming specifications; where necessary, we have included key definitions from the HMIS Data Dictionary. For questions regarding this reference ...

  • [HUDX-123-AD] Housing Inventory Count (HIC)

    Programming Specifications At this writing, HUD has not provided official programming specifications. Communities and vendors work off the HIC and PIT Data Collection for CoC and ESG Programs notice. Refer to the 2019 version for the latest information. Communities are advised to review Building Projects the Correct Way for LSA, HIC, and PIT to ensure projects are properly setup. For an overview how the HIC and PI...

  • [HUDX-231-AD] LSA Quick Guide

    Overview The Longitudinal System Analysis (LSA) export is a new requirement from HUD which replaces the Annual Homeless Assessment Report (AHAR). The LSA export from Clarity Human Services is not intended to be in a format that is usable, as is, for informing communities. HUD's intention is to have a reporting end product available from HDX following upload to HDX 2.0. For a sneak peak, see: LSA Full Table Shells...

  • [HUDX-224] PATH Annual Report

    Report Purpose and Summary This is a program- and service-based report that provides details of all clients, according to PATH Reporting Specifications. [HUDX-224] PATH Annual Report is located in the HUD Reports section of the Clarity Human Services report library. Parameters/Prompts Choose Program Type Street Outreach - PATH-Funded Street Outreach projects focus on people who generally reside in a place not mea...

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Program Based Reports

  • [OUTS-200] CoC Program Outcomes

    This program-based report provides client cash and non-cash benefits present at time of exit from mainstream programs. It also reports housing outcomes for Transitional Housing and Permanent Housing programs. Parameter Options The following parameters are available to obtain targeted details in the [OUTS-200] CoC Program Outcomes report: Choose Program(s) Select one or more programs to include in the report. Se...

  • [DQXX-102] Program Data Review

    This is a program-based report that provides information on program participation duration for active and inactive clients, while also reporting data quality scores for the chosen program. Parameter Options The following parameters are available to obtain targeted details in the [DQXX-102] Program Data Review Report: Select a Program Choose the program for your report Select a Status You can choose Active cli...

  • [EMPL-101] Employment Report

    This is a program-based report that lists client employment history for clients who are enrolled and/or exited from a housing program during a specified time period. This report pulls data only from the employment service placements within the related program. It does not reflect employment statuses in the client profile screen or program enrollment screens. Parameter Options The following parameters are available...

  • [EXIT-101] Potential Exits

    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. Parameter Options 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 i...

  • [EXPS-102] Program Service Expense Review

    This program-based report provides information on service transactions connected to selected funding sources. Parameter Options The following parameters are available to obtain targeted details in the [EXPS-102] Program Service Expense Review report. Select a Funding Source All agency funding sources (primary and sub-granted) are listed. Select one or multiple funding sources for the report, or select ‘All’ to ...

  • [GNRL-105] Program Participation Summary

    This program-based report provides basic program information for both active and inactive clients (with the option to include household members) for the specified program(s) during the report dates. Parameter Options The following parameters are available to obtain targeted details in the [GNRL-105] Program Participation Summary: Select a program Select the program(s) you want to include in the report. Select A...

    label_outline Reports
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Service Based Reports

  • [EXPS-101] Funding Source Financial Detail

    Report Purpose & Summary This is a program-based report that provides details of an agency’s funding source(s) (primary and/or sub-granted funding sources), including a detailed history of their associated service transactions for a specified date range. Parameter Options The following parameters are available to obtain targeted details in the [EXPS-101] Funding Source Financial Detail: Select a Funding Sou...

  • [GNRL-102] Client List

    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: Choose services Select the desired service item(s). Selecting All – this will generat...

    label_outline Reporting label_outline GNRL-102
  • [GNRL-103] Service Census

    Report Purpose & Summary This is a service-based report that provides a list of clients who received specific services on specific dates during a chosen reporting timeframe. Drilldown functionality generates all client names for those who received each service, as well a data quality score, and the staff member responsible for entering the information. Parameter Options The following parameters are available t...

    label_outline Reporting label_outline GNRL-103 label_outline Service Census
  • [GNRL-104] Service Summary

    Report Purpose & Summary This is a service-based report that provides the total number amount of clients, including the total number of unique clients, who received selected services during the report data range. Parameter Options The following parameters are available to obtain targeted details in the [GNRL-104] Service Summary: Choose Services Selecting All will generate information for all services in th...

    label_outline Services label_outline Reporting label_outline GNRL-104
  • [GNRL-111] Attendance By Days Served

    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. Parameter Options The following parameters are available to obtain targeted details in the [GNRL-111] Attendance by Days Served: Choose Attendance Services Select the attendance-based service(s...

    label_outline Animation label_outline Attendance label_outline Reporting label_outline GNRL-111
  • [GNRL-112] Client Address / Location

    Report Purpose & Summary This is a service-based report that provides location and contact information for clients placed in specified service(s) during a specified reporting period. Parameter Options The following parameters are available to obtain targeted details in the [GNRL-112] Client Address / Location Report: Choose services Select the desired service(s). There is also the option to select All – thi...

    label_outline Reporting label_outline Location label_outline Address label_outline GNRL-112
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Pentaho Release Notes

  • Release Notes - May 2019

    The following updates and changes were made to Pentaho ("Canned") Clarity Reports in May. Client Level Reports - To improve the security of all client level reports, the URL will now use the Unique Identifier instead of Personal ID Internet Explorer - Repaired a problem running some reports using ID browser [GNRL-108-AD] Chronic Homeless Program Enrollments - Reworked the code to work better on large C...