Program Group Income Report

[GNRL-230] Program Group Income

Report Purpose and Summary

The purpose of this report is to list the Heads of Households within the project selections and list their total household income.

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 to the right of [GNRL-230] Program Group Income.

Reporting Parameters

Step 4: Enter the following parameters

Program(s)	Choose which program(s) to include: All Single select for a single program Ctrl or Shift for multiple programs
Income Data Source	Choose from which enrollment screen to pull the income data Program Enrollment Latest Assessment
Client Type	Choose whether the client are: All (all clients active at some point during the reporting period) Active (not exited during the reporting period) Inactive (exited during the reporting period)
Report Date Range	Choose the date range of enrollments to include
Report Output Format	Choose Web Page, PDF, or Excel

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 categories are Unique Identifier, Family / Individual and Amount. If it is a Family, then the Head of Household will show first and in bold type with the additional household members underneath for a total monthly household income amount.

Drilldown Functionality:

Drilldown functionality is available by clicking on any of the Client names in category Family/Individual. A Client Profile will populate with the following information.