Program Linked Service Review Report

[GNRL-400] Program Linked Service Review

Report Purpose and Summary

This reports client level data by Program and agencies may run it for one or more programs at a time. The Output is similar to that of related Service Based Reports but the prompts are Program specific simplifying the process of selecting all services linked to a specific program. The report itself outputs data identifying a client, the service delivered, the date, and any expense amount.


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 Reports main page, click the down arrow next to the Program Based Reports to expand the section. 

Step 3: Click the Run button next to [GNRL-400] Program Linked Service Review.

Reporting Parameters

Step 4: Enter the following parameters

Program Status Choose all, active, or inactive
Program(s) Select desired program(s) (hold either control/command/shift button to select multiple)
Report Date Range Choose Start Date and End Date of reporting period
Report Output Format Your choice (large reports will automatically change to excel)

Step 5: click Submit

The file will be sent to the Report Queue. Once the report is processed, you send 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 Download to open your report.

Reporting Details

The information in this report is pulled from service placements. The report provides the following information:

  • Program
  • Client
  • Unique ID
  • Client Service
  • Delivery type (long or short term)
  • Service Start Date
  • Service End Date
  • Expense Amount
  • Expense Date

Drilldown Functionality:

The only drilldown available for this report is a Daily/Multiple Attendance Drill-down table which is included in the main report.

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