Service Summary Report
[GNRL-104] Service Summary
Report Purpose and Summary
This report lists all services within a specified date range, the number of unduplicated clients who received those services, the number of times they received those services, and how many days services were utilized.
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 Service Based Reports folder to expand the section.
Step 3: Click the Run button next to [GNRL-104] Service Summary.
Step 4: Enter the following parameters
|Service Item(s)||Select which service items to include in the report(hold either control/command/shift button to select multiple)|
|Report Date Range||Select the service date range to include in the report|
|Report Output Format||Select *Web Page, PDF or Excel|
*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.
The information in this report is pulled from service placements. The report provides the following information:
- Service Name and Service Item Name
- Unique Clients
- Number of Services
- Number of Service Days
Drilldown functionality is available for this report by clicking on any count. It includes the client’s name, ID, service period, and funding source.