Program Roster Report with Data from Effective Date

This report was built to provide a very basic project roster that allows agencies to verify that the individuals and households recorded in the HMIS are those clients actually receiving services from the project. This report pulls the most current information as of the Effective Date entered, reflecting any changes in the data that may have occurred since project entry. This lines up with how federal reports pull data but can make it more difficult to identify whether there are errors in the information entered at Project Start or whether the information has simply been updated since the Project Start.

Running the Report

Report Path

Folders
> Public Folder
> missouri_live_folder
> Program Rosters
> Program Roster with Data from Effective Date

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting the Prompts

Prompt	Instructions
EDA Provider	If only one project is selected in the "Select Provider(s):" prompt above, select the same project here. If more than one project is selected in the "Select Provider(s):" prompt or if a reporting group has been selected in "Select Reporting Group:" prompt, then select one of the projects within the selected projects or reporting group.
Enter effective date	Enter the date after the last date of the reporting period in M/d/yyyy format. For example, if you're running a report for 7/1/2020-6/30/2021, the date entered in this box would be 7/1/2021.
Show Client Names?	Select "Yes" if client names should be displayed in the report, and "No" if the client names should be hidden in the report. Important! If you include client names when you run this report, then the report cannot be emailed (even within agencies) unless encrypted, nor can it be shared outside of the agency.
Select Provider(s):	Select the project(s) for which you wish to run the report.
Enter End Date (PLUS 1 Day):	Enter the date after the last date of the reporting period in m/d/yyyy format. For example, if you're running a report for 7/1/2020-6/30/2021, the date entered in this box would be 7/1/2021.
Enter Start Date:	Enter the start date for the reporting period in m/d/yyyy format. For example, if you're running a report for 7/1/2020-6/30/2021, the date entered in this box would be 7/1/2020.

Using the report

The report generates a spreadsheet with information about clients served during the selected report period. It can be utilized to identify missing information and/or to gather quick statistical information about clients served in the project.

Need Assistance?

If you need assistance running the report, understanding the information in the report, or troubleshooting potential errors, please reach out to the ICA Missouri Helpdesk. Include the name and date of the BusinessObjects report as it appears in your BI Inbox in your request for assistance. Do not attach the report to any emails going to the helpdesk as the report contains personally identifying information and cannot be transmitted unless encrypted.