Program Roster Report

[GNRL-106] Program Roster

Report Purpose and Summary 

This report will give you a list of clients currently enrolled in your program. 

You can use the report to check for any clients who may be missing from the list and need an enrollment created, who may need to be exited from the program, or who may need to have a Housing Move-In Date entered in their file.

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: In the Report Library, click the down arrow next to the Program Based Reports folder to expand the section.  

Step 3: Click the Run button next to [GNRL-106] Program Roster.

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. 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.

Reporting Details

The report will show the clients / households that have active enrollments in your program, and will also supply the following information:

• Client
• Unique Identifier
• Birth Date
• Age At Entry
• Current Age
• Enroll Date
• Exit Date
• LOS (Length of Stay)
• Housing Move-in Date (For Permanent Housing Programs only)
• A (Assessments)
• S (Services)
• CN (Case Notes)
• Assigned Staff

The table is sorted by Length of Stay and grouped by enrollment Household.

This table displays the programs selected in the parameters:

Drilldown Functionality

In the Web format, you can select Client Name or Unique Identifier and be taken directly to the client's profile screen in a new tab.