Reporting Groups

A reporting group is a way to be able to run multiple projects under the same canned report (ie. CoC-APR, ESG CAPER, Hashed HMIS CSV). 

The following shows how to create and manage Reporting Groups in the HMIS. 

• Please note that only Agency Technical Administrators (ATA) have access to create and manage groups. 

1. Click Admin in the side bar
2. Click Provider Groups 
3. Navigate to Reporting Groups tab
4. Create New Group
5. Add/Manage Providers included in the group
   • Add Providers by Search
   • Add Providers by Copying an existing group
   • Remove Providers

Step 1: Click Admin in the side bar

Step 2: Click Provider Groups

Step 3: Navigate to Reporting Groups tab

Step 4: Create New Group

• Come up with a Group name and detailed description. 
• Leave Provider Access at default, which should be your main agency not a project.

Step 5: Add/Manage Providers included in the group

Add Providers by Search

1. Click Manage Providers 
2. Search for the provider by name or Provider ID
3. Select the project by clicking the plus (+) icon

Add Providers by Copying an existing group

*Note that you will only be able to copy that your provider has access to

1. Click Copy from Existing Group
2. Group Type: Reporting Groups
3. Search for the reporting group by name
4. Select the group by clicking the plus (+) icon. This will add all the providers in that group into the group you are currently creating/editing. 

Remove Providers

Remove providers from the group by clicking the red circle next to their name and ID.