The caseload report is used to gain a quick snapshot of how agencies are utilizing HMIS in their RRH programs. This report will be central to the 1:1 regularly scheduled checkpoints.
This article will walk through:
Locating the Report
This report can be found in Business Objects (BO), connected through the top right corner of the window:
Because this feature requires an additional license, if you do not see this on your profile, please reach out to the HMIS Help Desk at helpdesk@allchicago.org with an ATA/Supervisor verifying the need.
**Keep in mind that when receiving a new BO license on your profile and/or when you have changed your password, it takes about 24 hours for the connection to be made again, resulting in an error. Please try connecting again the following day and reach out if you have further issues.
Once connected, the screen will navigate to the BO dashboard. Click Folders and the following path:
Public Folders > chicago_live_folder > Chicago CoC Reports (Secure) > RRH
The report is called RRH Case Load and Payments 2024-05-14
In this view, you may also mark the report as a Favorite or to schedule the report by right clicking the report or clicking the 3 dots on the left most column, causing it to appear on your dashboard for easy access:
Running the Report
To run the report just click the name of the report itself:
The next screen that will appear is the prompts required to run the report itself:
- Select Provider: Search and select the relevant project.
- EDA Provider: Leave at default.
- Show Current Clients and Exited Clients: If not already, adjust this date to be 1/1/2020
- Enter Effective Date: Adjust this date to reflect the date the report is being ran.
Click Run.
After the report has been executed, the relevant tab for providers is: HOH - Currently Enrolled. This should be exported as an Excel file and uploaded into the designated Teams folder: