Services Provided Report

The report generates a spreadsheet with information about clients with service transactions recorded during the selected report period and includes some basic information from all service transaction records, including Service Start Date, Service Code and Description, and Funding Source and Amount for all providers except SSVF, PATH, and RHY. It can be utilized to identify missing service transactions and/or aid in determining when clients need to be exited from a project.

Running the Report

Report Path

Folders
> Public Folder
> missouri_live_folder
> Data Quality and Completeness
> Services Provided Report

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting the Prompts

Prompt	Instructions
Enter value(s) for Provider:	Select the project(s) for which you wish to run the report.
EDA Provider	If only one project is selected in the "Enter value(s) for Provider:" prompt above, select the same project here. If more than one project is selected in the "Enter value(s) for Provider:" prompt, then select one of the projects.
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.
Report 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.
Report 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.

Using the Report

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

Important! Because the report contains identifying information (names), the report cannot be emailed (even within agencies) unless encrypted, nor can it be shared outside of the agency.

Service Detail

This tab shows each individual service recorded by the selected service provider(s), including the Client ID, the client's Entry/Exit Date, the Service Code Description, any funding sources, and services amounts identified when the service was recorded

Service Summary

This tab shows the total dollar amount of the services recorded for the selected provider(s) during the reporting period

EE Detail

This tab shows the Entry/Exit of each client who had a service recorded for them during the reporting period.

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.