The Program Profile Report is used to view current and historical roster information for a selected program or program type.
Viewing a Current Roster Report
- Click the Reports icon. The Reports Index will display.
- Select the program from the Program drop-down menu.
- Search for the Program Profile Report and click on the report's name. The Program Settings page will display.
- Click the Current Roster radio button to indicate that only those clients currently on the roster are to be included in the report.
- To view the roster information for a specific client, select the client from the Client drop-down menu. Otherwise keep the default value of "All Clients."
- Click the Sort drop-down arrow to indicate how you'd like the report to be sorted. You can sort by Client, Admission Date, or Program.
- Click the Detail drop-down menu and select the level of detail to be included in the report. You can select to Show Individual Detail or Summary Tables Only.
- Click Continue. The Program Profile Report will display.
Viewing a Roster History Report
- Click the Reports icon. The Reports Index will display.
- Select the program from the Program drop-down menu.
- Search for the Program Profile Report and click on the report's name. The Program Settings page will display.
- Click the Current Roster radio button to indicate that only those clients currently on the roster are to be included in the report.
- Adjust the date range as needed.
- To view the roster information for a specific client, select the client from the Client drop-down menu. Otherwise keep the default value of "All Clients."
- Click the Sort drop-down arrow to indicate how you'd like the report to be sorted. You can sort by Client, Admission Date, Discharge Date, or Program.
- Click the Status drop-down menu and select how to narrow the report contents. Options include: Complete History, Program Discharges, Program Admissions, or Census Changes.
- Click the Detail drop-down menu and select the level of detail to be included in the report. You can select to Show Individual Detail or Summary Tables Only.
- Click Continue. The Program Profile Report will display.
Program Profile Report FAQs
Q. How can I calculate the average length of stay for a program or group of programs?
A. Average length of stay information is included in the contents of the Program Profile Report. For more information on viewing that report, see the instructions above.
Q. How is age calculated on the report?
A. Age is calculated as of the date on which the report was run, as opposed to the end date of the report if run for a range of dates.
Q. How is LOS Days (length of stay) counted for Nightly Emergency Shelter programs?
A. For programs configured as Nightly Emergency Shelter programs, the Program Profile Report reports the number of nights a client spent in the program in the "LOS Days" column. (For all other programs and for groups of programs, the "LOS Days" column reports the number of days a client spent in the program. In other words, an additional day will be added to the LOS calculation if a client's admission date is prior to the start date of the report. Other reports, including the Demographics ReportBuilder, do not add this additional day to the calculation.) Further, if the report is run for a single day (where the From and To dates are the same), the report includes only clients who were admitted into the program on that day.
Q. Why don't I have the option to change the active/inactive status of a clubhouse member using the Roster Status Update feature?
A. The Roster Status Update feature is designed to enable users to clear up inconsistencies between the current status and the last attendance date. As a result, it will provide you with an active/inactive selection only if it finds an inconsistency; specifically, if the status is active and the last attendance date is more than 90 days ago, or if the status is inactive and the last attendance date is within the last 90 days. (There are options to change this interval; please contact the Help Desk for more information.) If there is not an inconsistency but the status must still be changed, you will need to go into the client's face sheet and use the active/inactive selection found under "Update Demographic Data" to do so.