Profile Details Report

[GNRL-212] Profile Details Report

Report Purpose and Summary

The Profile Details report lists all the responses to the questions on the selected profile screen. The responses for each client are included.

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: Once on the Report Library, click the down arrow next to the Profile Screen Reports to expand the section.

Step 3: Click the Run button next to [GNRL-212] Profile Details Report.

Reporting Parameters

Step 4: Enter the following parameters. Use the CTRL key to select more than one option.

Profile Screen	Choose which Profile Screen to be returned in the report Only Profile Screens with Status = Active will be displayed
Client Service Criteria	Choose whether the report should include Client Services or not Service Status - If based on Services, choose the status of the Services to include Service(s) (hold either control/command/shift button to select multiple)
Assessment Criteria	Choose whether the report should include Assessments or not Assessment Screen(s) (hold either control/command/shift button to select multiple)
Program Enrollment Criteria	Choose whether the report should include Enrollments or not Project Type(s) - Choose the Project Type(s) to include Program Status - Choose the status of Programs to include Program(s) - Choose which Program(s) to include Enrollments - Choose whether to include Active Enrollments or New Enrollments
Report Date Range	Choose Start Date and End Date of reporting period Clients with assessments, services or enrollments during the report period will be included in the result so new Enrollments have a start date during the reporting period

This report is only available in Excel format. Potentially, the number of columns can be quite large. Excel is the best format for handling and viewing a large number of columns.

Step 5: Click Submit

The file will be sent to the Report Queue. Once the report is processed, a notification that the report is ready will appear on the screen.

To open the report, either select Open on the popup or in the Queue icon.

Reporting Details

The report is delivered as an Excel workbook with two tabs:

Parameters - details out the parameters selected

Client Profile - details out the clients returned and the profile responses

This report provides data for the following fields:

Unique ID
Last Name
First Name
Social Security Number - format is xxx-xx-#### (only the last 4 is displayed)
Quality of SSN
Quality of Name
Quality of DoB
Date of Birth
All fields from the selected profile screen