CE Compliance Report

[RFRL-121] CE Compliance Report

Report Purpose and Summary

This report provides agency management with an overview of their agencys program enrollments and whether or not clients were referred to the Community Queue or received a program referral through the Coordinated Entry system.

Instructions

Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.

Step 1: Click on the Launchpad, then click on the Reports icon.

Step 2: In the Report Library, click the down arrow to the right of Community and Referrals folder to expand the section.

Step 3: Click the Run button to the right of[RFRL-121] CE Compliance Report.

Reporting Parameters

Step 4: Enter the following parameters

Program Type(s)	Choose which program type(s) to include (hold either control/command/shift button to select multiple types)
Program Status	Choose which program status to include: All Programs Active Programs Inactive Programs
Program(s)	Select the program(s) to include (hold either control/command/shift button to select multiple)
Report Date Range	Specify the report start and end date
Report Output Format	Select Web Page, PDF or Excel

Step 5: Click submit

The file will be sent to the Report Queue. Once the report is processed, you will receive a notification that the report is ready.

To open the report, either select Open on the popup or click the Queue icon and then click Open.

Reporting Details

Household type
Unique Identifier
Client name
Date of birth
Program
Entry date
Exit date
Assigned staff
Referral
VI-SPDAT date
VI-SPDAT score
VI-SPDAT agency
Whether the client is on the Community Queue