This article will cover the steps needed to generate the Diversion DFSS Quarterly report. This report is intended for projects that are working with the All Chicago - Shelter Diversion Project (1781). Only Agency Technical Administrators (ATA) and HMIS users with ART access will be able to download the report.
Locating The Report
The report is located by navigating through the following folders:
Public Folder -> Chicago CoC Reports (Secure) -> DFSS -> Diversion DFSS Quarterly
You will find that the "Diversion - DFSS Quarterly" folder has two files:
- Diversion - DFSS Quarterly Report Details - DO NOT SUBMIT
- This report is mainly suited for reviewing your data and client details - this should be used in the lead up to submission to address issues
- Diversion - DFSS Quarterly Report Details - Submission
- This report is for submission
Running The Report
To run a report, click on the magnifying glass and then "View Report".
Once you have clicked "View Report", you will see the following prompts:
There are only two Prompts that will need to be completed by the user running the report:
- Diversion Agency:
- For this prompt, you will need to select your Agency ID from the provider list.
- Do not select a Project ID that is under the agency
- For this prompt, you will need to select your Agency ID from the provider list.
- EDA Provider:
- For this prompt, you will need to select (1781) All Chicago - Shelter Diversion Project
Once both Prompts are completed, Click Run Query
Scheduling The Report
To run a report, click on the magnifying glass and then "Schedule Report".
Once you have clicked "Schedule Report", you will see the following prompts:
There are only two Prompts that will need to be completed by the user running the report:
- Diversion Agency:
- For this prompt, you will need to select your Agency ID from the provider list.
- Do not select a Project ID that is under the agency
- For this prompt, you will need to select your Agency ID from the provider list.
- EDA Provider:
- For this prompt, you will need to select (1781) All Chicago - Shelter Diversion Project
Once both Prompts are completed, Click Next
At this point, you will be scheduling the frequency of your report.
- Name can be changed to {Agency}_{Project}_Quarter_Report_{Date}
- Report Format should be Excel
- User Inbox will be automatically defaulted to your own account
- Interval can be Once
- You can also consider setting the report to run Daily or Weekly
Note: If you wish to run it daily or weekly, set the start date for the following day
The End Date will reflect the last day the report will run automatically
- You can also consider setting the report to run Daily or Weekly
Once you have the fields set, click "Send". The report will take about 10-15 minutes to run in the background.
After the report is finished, you can find the report by going to the ART Inbox.
If you have any questions, please email helpdesk@allchicago.org.