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.
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.
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.
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