San Luis Obispo System Reports

This directory lists reports found in the pertinent section of the Data Analysis screen in Clarity. Each entry provides a brief description. Clicking hyperlinked report names will redirect the user to existing documentation.

Home

Report Description
BHBH | Quarterly Report Dashboard Provides data required quarterly and cumulative data snapshots required for programs funded through the Behavioral Health Bridge Housing program
Monitoring | Contact History for Open Enrollments Dashboard shows a row for each Contact record per currently-enrolled client. Contact information may pertain to a client or persons working with them toward rehousing and stabilization.
Monitoring | Monthly Program Summary Displays high-level counts of persons served and subpopulation representation for the selected reporting month and the two preceding years.
Monitoring | Service Time Tracking Detail table displays a row per Service record and indicates the amount of time in minutes that were records as part of that service.
Veterans Benchmarks Sample report copied from ICA Wisconsin / New England office that roughly corresponds to Built For Zero monthly reporting requirements for the Veteran subpopulation.

Admin

Report Description
Staffing | Staff Caseload Presents a count of enrolled persons by assigned case manager along with a supplemental detail table showing all currently-enrolled heads of households and their assigned case managers.

Coordinated Entry

Report Description
CE | Enrollment Dashboard Presents aggregate information related to enrollments in the CoC's Coordinated Entry project and associated assessment and referral events. Includes several embedded data quality reports to help inform CoC leadership improvement of CE data entry and operations.
CE | Inbound Referrals Dashboard Customized version of the Bitfocus [RFRL-103] Referral Statistics - Inbound dashboard. It presents the same information as the Bitfocus Report Library report in an interactive dashboard format.

Custom Data Quality

Report Description
DQ | Annual Assessment Data Quality Dashboard Identifies data completeness and consistency issues related to annual assessments, which are required for any persons enrolled in a program for a year or more.
DQ | Duplicate Current Living Situations Identifies enrollments for which there are multiple Current Living Situtation assessments sharing the same date
DQ | Duplicate Services Identifies enrollments for which there are multiple services of the same type recorded for the same date
DQ | Services Outside of Enrollments Identifies service records with start and/or end dates that fall outside of the active range of their associated enrollments
DQ | Status Updates Outside of Enrollments Identifies enrollments where a status update was dated outside of the enrollment's start/end range.
DQ| NbN Attendance Record Clean Up Identifies Emergency Shelter - Night By Night project attendance errors. Useful for preparation for the LSA report.
PATH | Annual Report Data Quality Identifies records with potential data issues that would impact the PATH Annual Report submission.

Funder Reports

Report Description
County | HSD Progress Report TBD — In Progress

program openings

Report Description
Embedded | SLO CE PH Unit Availability Report The custom report saved in this section of the Data Analysis library will be displayed for CE users when they access the "Open Units" section of the Referrals Screen.
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