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Background
Older versions of HMIS contained pages where you could search for all clients enrolled in an agency by program and active status (i.e., the “agency client listing” page or “my cases “widget). In Clarity, users run a report to view clients in their agency. The [GNRL-106] Program Roster report allows users to view clients by program, status, and within a specified date range.
Viewing All Clients in a Program
In order to see the clients enrolled in a program you will need access the Program Roster Report, please follow these steps to learn how to do this.
Step 1: Click on the Launder icon, and click on Reports
Step 2: Once on the Reports main page, scroll down on the Report Library, and click the down arrow next to Program Based Reports to expand the selection
Step 3: Click the Run button next to the [GNRL-106] Program Roster report
Setting the Parameters
Enter the report parameters and click OK.
| Parameter | Value | Explanation |
|---|---|---|
|
Program(s) |
Whichever program(s) you want to include on the report |
Hold Ctrl to select more than one Program |
| Status | "Active within Report Date Range" | Other options include "Enrolled during Report Date Range" and "Exited during Report Date Range" |
| Report Start Date | The date you would like the reporting period to start |
To view active clients, set the reporting start and end date specifically to the date range you are interested in. To review all clients, include exited/inactive clients historically served in your agency, select a much earlier Report Start date, for example January 1st, 2000. |
| Report End Date | The date you would like the reporting period to end |
To view active clients, set the reporting start and end date specifically to the date range you are interested in. To review all clients, include exited/inactive clients historically served in your agency, select a much earlier Report Start date, for example January 1st, 2000. |
| Output Format | Whichever output format you want for the report |
We recommend: Web Page: to activate interactive ability (i.e. you can click a client's Name on the report and be linked directly to their profile within the HMIS) PDF: for sharing Excel: for manipulating and filtering |
Example Report
