Annual Performance Report
[HUDX-227] Annual Performance Report [FY 2023]
Report Purpose and Summary
This report will give you total counts and demographics of those served during the reporting period selected. It also looks at average time in the program, increases in income from start to exit.
CoC APR uploads are required at regular intervals set by the Department of Housing and Urban development. This guide will show you the steps to follow in HMIS to retrieve the file to upload to your SAGE.
Note: If you are running this report to find the number of persons served on one night by households you would run the report for one date. The report start and end date would be the same date.
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 and select the Reports icon.
Step 2: Once on the Reports main page, click the down arrow next to the HUD Reports to expand the section.
Step 3: Click the Run button next to [HUDX-227] Annual Performance Report.
Step 4: Enter the following parameters and click Ok. The following parameters apply to both RHY and SSVF requests.
|Switch Access Agency||Choose your agency|
|CoC Filter Category||Choose Agency CoC|
|CoC(s)||Choose CoC(s) the program is in (hold either control/command/shift button to select multiple)|
|Program Type(s)||Choose Program Type(s) you want to include in the report (hold either control/command/shift button to select multiple)|
|Program Status||Choose Active Programs for current programs|
|Program(s)||Choose Program(s) you want to include in the report (hold either control/command/shift button to select multiple)|
|Apply Client Location Filter||No|
|Federal Funding Source Criteria|| Choose Based on Federal Fund Source (for ESG programs) / Active Fundings / HUD: ESG [funding type] or
Choose Not Based on Federal Fund Source for any project
|Report Date Range||Choose Start Date and End Date of reporting period|
|Report Output Format||Your choice*, Choose CSV-Upload for upload to SAGE|
|Report Drilldown Output Format||Your choice*|
*Drilldown Functionality is available when run in Web Page Format
Step 5: click Submit
The file will be sent to the Report Queue. Once the report is processed, you 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 to open your report.
Step 6: Save the .csv file on your computer and upload the file to the appropriate repository.
Important Note: Do not open or alter any of the information in the .csv file
Submitting the report to SAGE
Once the report has been cleared of all errors that can be cleared, you are ready to submit the report in SAGE.
To submit the report to SAGE:
1. Click download and save report to a folder you will be able to retrieve it from.
2. The report downloads to a CSV file that is required for upload to SAGE.
If you'd like to save the report as you see on the screen for other purposes, right click and click print. You will be able to change the printer option to Save As PDF.