HUD CSV / XML Program Data Export (RHY CSV Instructions)
[HUDX-111] HUD CSV / XML Program Data Export (RHY CSV Instructions)
Report Purpose and Summary
RHY repository uploads are required at regular intervals set by the the Department of Health and Human Services. This guide will show you the steps to follow in HMIS to retrieve the file to upload to your repository (RHYMIS).
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 next to the HUD Reports folder to expand the section.
Step 3: Click the Run button next to [HUDX-111] HUD CSV / XML Program Data Export.
Step 4: Enter the following parameters. The following parameters apply to both RHY and SSVF requests.
|Switch Access Agency(-ies)||Select your agency|
|CoC Filter Category||Select Agency CoC|
|CoC(s)||Select CoC(s) the program is in (hold either control/command/shift button to select multiple)|
|Program Type(s)||Choose the Program Type(s) being reviewed (hold either control/command/shift button to select multiple)|
|Program Status||Select Active Programs|
|Program(s)||Choose the appropriate Program(s) (hold either control/command/shift button to select multiple)|
|Apply Client Location Filter||Select No|
|PIT Date||Optional leave blank|
|Date From||Start date of reporting period|
|Date To||The date you are running the report|
|Version||Auto-populated field leave as is|
|Source Type||Select Continuum-operated HMIS|
|Encrypt Identifying Data||RHY Select Yes|
|Include Deleted Data||Select No|
|Include Service Item ID||Select No|
|Include Assessment Screen ID||Select No|
|Include Custom Services||Select No|
|Report Output Format||Select CSV Format|
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.
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.
The export is simply a series of CSV formatted tables that are zipped together and uploaded to the RHY or SSVF repositories. Within the zip file there will be the following tables:
It is critical that the contents of the zip file ARE NOT CHANGED. If the contents are changed, likely there will be a problem with uploading the file to the repository. The name of the zip file can be changed, but nothing else.