Service Insurance Summary

[GNRL-211] Service Issuance Summary

Report Purpose and Summary

This report provides a summary of service issuances for a chosen service during a specified period of time. Anyone can run the report but the returned information will be limited based on the access rights of the user.

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 Service Based Reports folder to expand the section.

Step 3: Click the Run button next to [GNRL-211] Service Issuance Summary.

Reporting Parameters

Step 4: Enter the following parameters

Service	Select the service for which you want a summary
Report Date Range	Select the date range of services to include
Report Output Format	Select 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

This report provides information regarding service issuances for a chosen service during a specified period of time. It accommodates all service types.

The report is divided into three sections:

Summary
Client List
Totals

Information included in the Summary section:

Number of clients
Number of issuance (how many times a services as issued)

The Client List section provides an unduplicated list of clients who received the service. It offers the following identifying information as well as the number of service issuances per client. You will notice that the number of service issuances coincide with the totals in the Summary section.

Unique Identifier
Client Name

Age
Date of Birth
Number of issuances

The Totals section provides two different totals:

Total Clients - This is an unduplicated count of clients who received at least 1 issuance of the service. This number will be equal to the number of clients in the Client List as well as the total of the numbers listed in the # of Clients column in the Summary section.
Total Issuances - This is the total amount of times the service was issued during the report dates. This section will equal the total of the numbers listed in the # of Issuances columns of the Client List as well as the Summary section