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. Navigation Reportin...

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  • Running Reports

    This section discusses how to run/schedule a report from the Clarity Report Library. Accessing the Reports Area To run or schedule a report, go to the Launchpad icon  in the top right of the screen and select the Reports icon. This will bring you to the Report main screen, which is divided into several sections according to report type, with Show/Hide features for easy organization. Expanding Report Sections The ...

    label_outline Getting Started label_outline Reports label_outline Animation label_outline Report Library label_outline Scheduling label_outline Schedule

Assessment Based Reports

  • [GNRL-210] Assessment Details Report

    Description Type of Report This report requires an Assessment during the reporting period. An enrollment is not required to be included in this report. Purpose The Assessment Details report lists all the responses to the questions on the selected assessment. The responses for each client are included.  Running the Report Who Can Run It All users can run this report. There are restrictions for which agencies can be...

Administrator Reports

  • [HUDX-234-AD] HMIS Statistics Report

    Purpose While the HMIS Statistics Report is not an official HUD specified report, it can be used for obtaining certain statistics for HMIS project APR reporting. Running the Report Who Can Run the Report Only System Administrators may run the HMIS Statistics Report. Report Location This report is found in the Administrator Reports folder in the Report Library. Parameters CoC(s): Program CoC Agency Status Agency(-...

  • [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 the...

    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 Contin...

    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 program...

    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 date...

  • [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 activity datetime (clients_log.date)...

Client Reports

  • [CLNT-101] Case Notes

    Description Type of Report This report is based on project enrollments and requires case notes tied to the project enrollment. Purpose [CLNT-101] Case Notes provides a method for case managers to run printed case notes for inclusion in case files. Great care should be taken to secure the printed case notes to protect client privacy. Running the Report Who Can Run the Report Users with access to Client Notes and th...

  • [CLNT-103] Photo ID Card - Sample

    Clarity Human Services offers a simple method for producing ID cards which can be used with any barcode scanner for providing services within Clarity. To create a printable file simply: From the client's profile, click on the printer icon Run [CLNT-103] Photo ID Card - Sample A PDF file will automatically be generated with the client's name, photo (if uploaded on the profile) and a bar code with their Clarity Hum...

  • [CLNT-128] Client Enrollment Details

    Client Enrollment Details provides information on client responses to questions about their history of homelessness as well as move-in and destination at exit information. These details can help determine additional periods of homelessness for clients. Tables: [CLNT-128] Client Enrollment Details Report Section: Header Report Section: Enrollment Details Report Section: Self-Reported History of Homelessness Rep...

  • [CLNT-127] Homeless Status Timeline Report

    Homeless Status Timeline Report provides a graphical representation of a client's timeline of HMIS enrollments. It indicates the months in which a client’s homelessness or housed status is documented through HMIS enrollment data and months in which homelessness cannot be determined through HMIS enrollment data.  Run this report as “Web Page” to explore the drilldowns and review services and/or run this report as “...

Email Reports

  • [HSNG-102] CoC Housing Assessment Report

    Description Type of Report The CoC Housing Assessment Report uses Bed Inventories and Program Enrollments to report on bed availability and utilization.  Purpose of Report This report provides a monthly housing attendance average for each month of the reporting period for all CoC participating agencies. The four PIT (Point-in-time) dates (last Wednesday of designated month) are also provided to assist in the asses...

  • [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 date...

  • [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 are a...

HUD & Federal Partner Reports

  • Troubleshooting Bed Inventory CoC Code and Client Location

    Bed Inventory CoC Codes NULL Bed Inventory CoC Codes To identify bed inventories which are missing a CoC Code, create the following Look using the Data Analysis Tool. Model: Project Descriptor Fields: Full Name, Programs Household Type CoC, Bed and Unit Inventory  Filters: Project Type Code, Programs - is equal to: Emergency Shelter Transitional Housing  Safe Haven PH - Housing Only PH - Housing with Service...

  • 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...

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  • [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 individual clien...

  • [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 ...

    label_outline Status Assessment
  • [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...

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Program Based Reports

  • [GNRL-220] Program Details Report

    Description Type of Report This report is based on project enrollments. Clients without an enrollment will not be included in the Program Details Report Purpose The Program Details Report returns all the fields and corresponding responses for selected screens. Additionally, the report provides some profile and Housing Service information, depending on the screen selected. Running the Report Who Can Run It All user...

  • [GNRL-242] Client Project Stay Issues

    Report Purpose & Summary This report was primarily designed to identify problems created during Data Integration. These problems are likely to occur if more than one person is performing the data integration for a community. If these problems occur, it may result in trouble generating other reports such as APR and ESG-CAPER. This report is also available in an admin version, [GNRL-242-AD]. Parameter Options CoC...

  • [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

    Description Type of Report This is a program-based agency level report which requires employment placement services. For more information about using employment service placements, refer to Creating Employment Services. Purpose of Report The report that lists client employment history for clients who are enrolled and/or exited from a program during the reporting period AND received an employment service during the...

  • [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 in th...

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The Report Library

  • Report Library Overview

    The Report Library can be accessed by selecting the Reports icon from the Launchpad icon  toward the top right corner of the main screen. Report Information The Report Library screen is divided into several sections according to report type. Selecting the down arrow to the right of the report category will cause that report section to expand. The report section will expand to show the reports within that category...

    label_outline System Administration label_outline Reports
  • Generating a Report

    Getting Started Click on Reports from the main menu. This will take you to the Report Library main screen. You will notice the screen is divided into several category sections according to report type, with Show/Hide features for easy organization. To generate a report, select the down arrow to the right of the appropriate report category section. The report section will expand to include all reports in that rep...

    label_outline System Administration label_outline Reports
  • Scheduling Reports

    Scheduling a Report Scheduling reports allows System Administrators to automatically run reports at specified times instead of having to generate all reports manually. To schedule a report, click on Reports from the Launchpad. This will take you to the Report Library main screen. You will notice the screen is divided into several category sections according to report type, with Show/Hide features for easy organiza...

    label_outline System Administration label_outline Reports

Service Based Reports

  • [GNRL-212] Profile Details Report

    Description Type of Report This report requires either an Assessment or Service during the reporting period. An enrollment is not required to be included in this report. Purpose The Profile Details report lists all the responses to the questions on the selected profile screen. The responses for each client are included. Running the Report Who can run it All users can run this report. There are restrictions for whi...

  • [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 Source ...

  • [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 generate a ...

    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 to ob...

    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 the dr...

    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) fo...

    label_outline Animation label_outline Attendance label_outline Reporting label_outline GNRL-111
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Pentaho Release Notes

  • Release Notes - January 2020

    LSA Update At this writing, Bitfocus is still waiting for updated specifications from HUD for the Longitudinal Systems Analysis (LSA) export. Due to several changes from the 2020 Data Standards changes, at this time the export is not working. Some examples of how the changes broke the report include: Information Date was removed from the Bed Inventory Moving HMIS Participating from Bed Inventory to Program and c...

  • Release Notes - September 2019 & FY 2020 Data Standards Updates

    The following updates were recently made to Clarity Human Services Reports. Please read on for a message about retirement and planned updates to some reports. [JRSD-104] Zip Code Jurisdictional Breakout - The report was updated to use the zip code from the Client Profile screen [OUTS-205] Program Recidivism - Street Outreach was added as a Project Type for this report [DQXX-110-AD] Duplicate Clients - Staff ...

  • Release Notes - July & August 2019

    The following updates and changes were made to Clarity Human Services Reports. [HUDX-227] and [HUDX-227-AD] Annual Performance Report [Oct 2018] - The report has been updated to exclude households without a designated HoH from some tables. The tables/questions where Annual Assessments are used cannot be calculated without knowing the head of household. This change was to provide consistency on counting for the v...

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  • 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 Clarity ins...