This article will cover the steps needed to generate the DFSS reports. Only Agency Technical Administrators (ATA) and HMIS users with BusinessObjects access will be able to download the report. This article starts from the BusinessObjects dashboard, for instructions on how to access BusinessObjects please see this article.
Locating The Report
The report is located by navigating through the following folders:
Public Folder -> chicago_live_folder ->Chicago CoC Reports (Secure) -> DFSS -> DFSS Quarterly
You will find that the "DFSS Quarterly" folder has two folders with the following files:
- Client Detail Reports - These reports are mainly suited for reviewing your data and client details - these should be used in the lead-up to submission to address issues
- DFSS Carryover Report Details - DO NOT SUBMIT - v2023-12-28
- DFSS Performance Outcomes Details - DO NOT SUBMIT - v2023-12-28
- DFSS Quarterly Report Details - DO NOT SUBMIT - v2023-12-28
- Reports for Submission - These reports are for submission once data has been reviewed
- DFSS Carryover Report - Submission File - v2023-12-28
- DFSS Performance Outcomes - Submission File - v2023-12-28
- DFSS Quarterly Report - Submission File - v2023-12-28
Running The Report
To run any of the DFSS reports, click on the report name. This will open the report to run.
Once the report loads it will present a prompt so that the report's parameters can be filled out.
DFSS Quarterly Report Prompts
- Enter Providers for Report:
- For this prompt, you will need to select your DFSS-funded Project ID from the provider list
- Enter Report Start Date:
- For this prompt, you will need to select the Start Date of the reporting quarter
- Enter Report End Date (Plus One Day):
- For this prompt, you will need to select the End Date of the reporting quarter plus 1 day
- Enter Calendar Year Start Date (any client who exited after this date and before the start date will be excluded from the report):
- For this prompt, you will need to select January 1st of the current year that the report is being generated
Reporting Ranges
Q1- 1/1 - 4/1
Q2- 4/1 - 7/1
Q3- 7/1 - 10/1
Q4- 10/1 - 1/1
Once the Prompts are completed, click Run
DFSS Performance Report Prompts
- Select Provider(s)
- For this prompt, you will need to select your DFSS-funded Project ID from the provider list
- Start Date
- For this prompt, you will need to select the Start Date of the reporting quarter
- End Date Plus 1 Day
- For this prompt, you will need to select the End Date of the reporting quarter plus 1 day
Reporting Ranges
Q1- 1/1 - 4/1
Q2- 4/1 - 7/1
Q3- 7/1 - 10/1
Q4- 10/1 - 1/1
Once the Prompts are completed, click Run
Scheduling The Report
To schedule any of the DFSS reports, Right Click on the report to be scheduled. Next, Click Schedule from the drop-down
The next screen will show the Schedule Parameters.
- Instance Title
- The Title can be changed to {Agency}_{Project}_Quarter_Report_{Date}
- Destination
- The Destination for the report should include BI Inbox and Default Enterprise Location. This will allow the report to be delivered to your Inbox.
- Recurrence
- Recurrence will set how often the report will be generated.
- Toggling Allow Retries = ON will allow the scheduled report to retry if it fails initially.
- Recurrence will set how often the report will be generated.
The next tab Report Features will allow you to set how the report will be formatted and allow the prompts to be completed. We recommend changing this to Microsoft Excel.
Editing the Prompts in the report can be done by clicking the Edit Prompt Values button.
(For examples of the prompts within the report, please refer to the Running The Report Section)
Once completed, Click Schedule at the bottom of the page.
Generated reports will be delivered to the BI Inbox that is located on the BI Launch Pad.
If you have any questions or need additional assistance, please email the Help Desk at helpdesk@allchicago.org or submit a web ticket here.