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United Way Reporting
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Overview of reports
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Summary reports are used to obtain data to submit through the United Way Annual Report process
─ United Way has a separate system to submit annual counts and other required information.
─ You will receive information from the United Way separately about this
Overview of reports
Reports are also important for two other reasons
1. United Way receives a separate report from Wilder of all data elements required in HMIS
2. Information on clients you serve can be useful to your agency for program evaluation and planning
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United Way Program Areas and Reports
1. Supportive Housing for Homeless Families
2. Market Rate Re-Housing for Homeless Families
3. Supportive Housing for Single Homeless Youth
4. Market Rate Rehousing & Employment Services Single Adults
5. Shelter Programs for Homeless Youth
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Income reports
Income information is on a separate report
─ Information for the United Way Annual Report process is only required for Supportive Housing for Families Programs.
─Other programs should confirm their data is correct for information Wilder provides to the United Way.
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Summary and Data Check reports
Use them together to verify data is complete and correct
─ Data quality reports provide client level detail to make sure all clients are included and the right information is recorded on their record. Run these first.
─ Counting reports can give you an overview of data. Does it look right for your program?
─ Both program and data entry staff should review reports (if they aren’t the same people).
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Running Reports in ART
ART=Advanced Reporting Tool
Data uploads overnight from ServicePoint. You must wait one day after entering data to run reports.
Completing prompts correctly is important in getting report to run
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ART report details
United Way data check and counting reports are stored in their own folder
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Navigating ART
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Click on arrows to open folder
Click on magnifying glass to run report
Click View Report to get to next step; entering prompts
Prompt box
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Entering prompt information correctly is key
EDA provider: Skip this item
Start date: January 1st 2012
End date: One day after the end of the report period. For United Way =January 1st 2013.
Effective date: Day you are running the report
Provider: Select program for your report. Use arrow to move to right side.
Press Run Query to run the report
Viewing Report
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ART shows a partial view of the report on the screen
For better viewing, save the report to your computer Upper left corner “Document” button
─ Select “Save to My Computer As”
─Will have option of PDF or Xcel
Save as PDF for counting reports
Data Check reports are best saved as Excel
Counting Report Details
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Reports have similar tab structures:
1. Household Counts
2. Entry Data for Head of Household
3. All Clients-Demographics
4. Geographic Location (for family programs)
5. Outcomes
6. Outcomes (detail)
7. Report Info
Counting Report Details
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Key items to include in United Way Annual Report Submission
─ Star(*)=Demographic Information
─ Numbers=Program outcomes
United Way will provide separate instructions for their reporting process
Additional required report items will be provided to United Way by Wilder for further analysis
─ Items without star or number are still important
Report design
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Many data only required for heads of household
If counts seem off, review data check reports to make sure data is recorded correctly
Children should also be included on all client demographics
─Make sure those counts are correct as well
Household Counts
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Information is pulled from clients who have an entry/exit for the United Way program during the report period
Additional household breakout sections help you verify the information is correct
Some programs have demographic or outcome items to provide to United Way on this tab
Entry data for Head of Household
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Will be for single people if program doesn’t serve households
A number of key demographic questions indicated with a * are on this tab
Client demographics
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Includes data for all clients (including children and significant others)
Tab includes a number of items with a *
Race plus Ethnicity is a combination of Primary Race, Secondary Race, and Ethnicity
─ If Hispanic/Latino clients will only show up in this category
Geographic Location
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This information is presented on a separate tab for family programs only
All family members served with the head of household are included in the count, even though information is only recorded on head of household's record
Outcomes
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Outcomes very for each program area
Some questions may be combined together to report back exactly as needed for United Way Annual Report and are numbered
Only counts are needed, but percentages are provided for your reference
Outcomes, cont.
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Education, Employment, Safety and Financial Goals
─ Any clients that have dates recorded for outcomes will show up as meeting the goal for the year
Stable Housing Outcomes
─ Based on “Time in Safe, Stable Housing” sub-assessment. Calculated for all household members served
─ Length of time is based on calculation for days using dates in sub-assessment
Outcomes detail
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Shows all outcome questions and responses to help you verify information you have recorded on clients is correct
Report information
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Make sure to check this tab to confirm prompt information was correctly entered
End date shows date selected in prompt minus one day.
─ Information is included on the report through this date
Example: 1/1/2013 is selected in prompts. On report end date=12/31/2012 and clients are only included through this date
Income
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Will be reported for all programs to United Way
Only required in United Way Annual Report for Supportive Housing for Families
─ Use counts from Income Change Entry to Current tab
Income Change Entry to Exit tab
─ All programs should check for accuracy
First tab provided for program information and to help confirm data is correct
Data Check reports
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Remember to use the data check reports in combination with the counting reports to help solve these questions:
─ Are all clients included?
─ Does the information make sense for that particular client?
─Who is missing information?
Each report has a corresponding data check report
Additional resources
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HMIS web site includes:
─ Data entry instructions
─ Data Entry Forms
─ Client consent forms
─ Data check report instructions
Questions
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Questions about HMIS reports or data entry
─ HMIS helpdesk: [email protected] or 651-280-2780
Questions about United Way Annual Report system
─ Instructions: http://bit.ly/WHnKoM
─ Contact Rachel Speck: [email protected] or 612-340-7651
