Annual Performance Report

[HUDX-227] Annual Performance Report [FY 2026]

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.

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 your Home Navigation Pane and select the Reports icon.

Step 2: Once on the Report Library main page, scroll down to Available Reports.

Step 3: Search for the Annual Performance Report and click the Run button

Reporting Parameters:

Step 4: Enter the following parameters.

*Drilldown Functionality is available when run in Web Page Format

Step 5: click Submit

The file will be sent to the Report Queue. There are two locations to view your Report Queue. The first is in Report Library and the second is on the top right of your Clarity page.

Once the report is processed, you receive a notification that the report is ready.

To open the report, either select Open on the popup, click the Open button on the top right or within the Report Library.

Step 6: Once your report is ready for submission, 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.

Please reach out to your System Administrators if you have any questions:

New Hampshire: nhhmis@icalliances.org or Vermont: vthmis@icalliances.org