The AWARDS HMIS History ReportBuilder feature generates customized reports of data collected for HMIS updates across time.
NOTE: The HMIS History ReportBuilder is only available in AWARDS when at least one program has been set up to "Use HMIS Data Elements" (using the Add/Edit Entire Program component of the System Setup module's Agency Program Information feature). In such cases the ReportBuilder can be used for all programs, though you should keep in mind that many of the variables available for inclusion in the report are only captured by HMIS programs and as such the report may not be complete for non-HMIS programs.
IMPORTANT! The HMIS History ReportBuilder is similar in content to the HMIS ReportBuilder (also located in the Profile module) in terms of the data on which they report. However, there is a key difference between the two reports that should be kept in mind when choosing which of them to use:
- The HMIS ReportBuilder is client-based, with one record per program episode.
- The HMIS History ReportBuilder is assessment-based, with one record per assessment. As a result, there may be more than one record for a given client.
Using the HMIS History ReportBuilder
- Click the Reports icon. The Reports Index will display.
- Select the program from the Program drop-down menu.
- Search for the HMIS History ReportBuilder and click on the report's name. The ReportBuilder Settings page will display.
- Click the Roster Date Range drop-down menu and select which clients you want to include in the report, based on their program history. Options include:
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- In Program
- In Program Including Pending Clients
- Admitted
- Admitted or Transferred In
- Discharged
- Discharged or Transferred Out
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- By default the report includes all clients. Select a specific client if needed.
- Further narrow the report contents by clicking the Assessment Date Range drop-down arrow and choosing which consumers are to be included in the report based on their assessment history. Available selections are:
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- HMIS Info Update Records Only - When this option is selected the report includes only HMIS Info Update assessment records.
- Admission, HMIS Info, and Discharge Records - When this option is selected the report includes all assessment updates, including those made at admission and discharge, as well as those made during HMIS Info updates.
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- Adjust the date range as needed.
- Leave the Provide ExportBuilder Options box unchecked. It is not relevant to report generation.
- If you would like the report to be sent to your AWARDS Messages Inbox, click the Send in AWARDS Messages checkbox.
- Use the Select a Saved Report Format menu to indicate if you are using a saved report format for this report or if you are starting from scratch.
- Click Continue. (If you are using an existing saved report format, the report will now display. If you are starting from scratch, the Options page will display.)
- The Options page contains a list of client characteristic checkboxes representing data collected for HMIS updates - grouped by data type. Several other characteristics that are not necessarily found in those locations are also available; for example, "Current Age" and "Age at Admission."
- Click Continue. The Report Options - Continued page will display.
- Configure the options in "Filter Options" as needed. Set the "Show Individual Detail" and/or Summary Tables options as desired.
- To save the settings so you can use this report again in the future, slick Save Report Format. Configure the fields as needed and click Save Report Format again.
- Click Display Report. The report will display on the ReportBuilder page.