ESG CAPER

Report Purpose and Summary

ESG CAPER uploads are required at regular intervals set by the Department of Housing and Urban development. This guide will show you the steps to follow in HMIS to retrieve the file to upload to your SAGE.

Instructions

Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.

Step 1: Click on the Launchpad, then click on the Reports icon

Step 2: In the Report Library, click the down arrow next to the HUD Reports folder to expand the section.

Step 3: Click the Run button next to [HUDX-228] ESG Caper.

Reporting Parameters

Step 4: Enter the following parameters. The following parameters apply to both RHY and SSVF requests.

* Drilldown Functionality is available when run in Web Page Format

Step 5: Click Submit

The file will be sent to the Report Queue. Once the report is processed, you will receive a notification that the report is ready.

To open the report, either select Open on the popup or click the Queue icon and then click Open.

Step 6: Save the .csv file on your computer and upload the file to the appropriate repository.

** Important Note: Do not open or alter any of the information in the .csv file.

Submitting the Report to SAGE

Once the report has been cleared of all errors that can be cleared, you are ready to submit the report in SAGE.

1. Click download and save report to a folder you will be able to retrieve it from.

2. The report downloads to a CSV file that is required for upload to SAGE.

If you'd like to save the report as you see on the screen for other purposes, right click and click print. You will be able to change the printer option to Save As PDF.