SUMMARY:
Accessing & Running Core Reports
Core Reports are found under the REPORTS menu. Upon selecting a report, a filter screen appears with three filter sets:
- Enrollments
- Services & Outcomes
- Demographics
Filters can be saved for repeated use in the Services Report.
Steps to Run a Report:
- Navigate to REPORTS
- Select the desired Core Report
- Adjust filter settings
- Click GENERATE REPORT
Key Filters & Usage
Each report allows filtering by:
- Program/Instance
- Enrollment Dates & Status
- Qualifying Income
- Service & Outcome Dates
- Demographics (age, gender, race, etc.)
Date Filtering Best Practices:
- Use Enrollment Dates for Enrollment & Demographics reports
- Use Service Dates for Services reports
- Use Outcome Dates for Outcome reports
- Avoid entering multiple date sets in a single report
Program Selection:
- Required for: Participant Enrollment, Data Quality, Eligibility, and Attendance Reports
- Optional for other reports
Core Reports & Descriptions
Participant Enrollment Report
Lists participants enrolled in a selected program, including:
- Household details (income, housing, family type)
- Participant demographics (age, race, employment, etc.)
- Enrollment details (start/end dates, status)
External Enrollment Report
Similar to the Participant Enrollment Report, but for participants in partner programs.
Demographic Report
Provides aggregated participant demographics, including:
- Age, race, ethnicity, disability, education level, employment, health insurance, etc.
Services (By Enrollment) Report
Lists program and non-program services received, showing:
- Service details (dates, participants, units, time spent)
- Outcomes linked to service records
Data Quality Report
Tracks intake completeness per program/staff, displaying:
- Complete (green), Incomplete (red), or N/A (white) statuses
- Supplemental forms compliance
Outcome Detail Report
Lists participants and households that achieved program outcomes, showing:
- Outcome details (dates, program, related services)
- Household financial & housing status
Outcome Summary Report
Provides a program-wide outcomes overview, displaying:
- Outcome achievement counts
- Targets & success percentages
Household Participant Contact Report
Lists contact details for participants in a selected program.
Participant Eligibility Report
Identifies participants likely eligible for a program based on system-entered rules.