Enrollments by Project Type and Household Type Report

This report is intended to help agencies and projects monitor client and family enrollments and exit destinations.

Running the Report

Report Path

Folders
  > Public Folder
    > missouri_live_folder
      > Outcome Reports
        > Enrollments by Project Type and Household Type

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting the Prompts

Prompt Instructions
Select Provider(s): Select the project(s) for which you wish to run the report.  Note: If this prompt is completed, the "Select Reporting Group" prompt must be left to "none selected" or left incomplete (blank).
Select CoC(s): This prompt is for use by ICA System Administrators only. Leave set to "none selected."
Select Reporting Group(s): Select the reporting group for which you wish to run the report.  Note: If this prompt is completed, the "Select Provider(s):" prompt must be left incomplete (blank).
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 5/1/2023-4/30/2024, the date entered in this box would be 5/1/2023.
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 5/1/2023-4/30/2024, the date entered in this box would be 5/1/2024.
EDA Provider If only one project is selected in "Select Provider(s):" above, select the same project here.   If more than one project is selected in "Select Provider(s):" or a reporting group has been selected in "Select Reporting Group:", 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 5/1/2023-4/30/2024, the date entered in this box would be 5/1/2024.
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. 

Using the Report

This report has two tabs, each serving a specific purpose. 

Summary

This tab contains four tables.:

  • The first table shows the total number of clients who entered during the reporting period, the number of clients who are currently enrolled at the end of the reporting period, and the number of clients who exited each project type during the reporting period.
  • The second and third tables contain the counts of clients and households, respectively, for each of the project types during the reporting period.
  • The fourth table contains counts of clients by household type and exit destination who exited during the reporting period.

Client Detail

This tab shows client-level detail to assist users in identifying potential data entry mistakes.

Important! If you included client names when you ran this report, then the Client Detail tab contains Personally Identifiable Information (PII) and therefore cannot be emailed (even within agencies) unless encrypted, nor can it be shared outside of the agency.

Additional Information

This tab contains information about the report that can be utilized by ICA staff to determine whether the report was run properly by the user. If you seek assistance with this report from the ICA Missouri Helpdesk, please be prepared to read/send information off of this tab to the individual who assists you. 

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.


Copyright 2024 Institute for Community Alliances. All Rights Reserved. 

Still need help? Contact Us Contact Us