Client Performance - greenriver/hmis-warehouse GitHub Wiki

Description

The Client Performance report allows you to examine the aggregated data within the warehouse across a set of attributes. The numbers reported are the counts of clients derived from service enrollments that are open within the specified date range.

Universe

The Client Performance Report uses the Live Universe Selection.

Results

  1. After selecting your Universe of client records, a series of charts and reports are generated on the right-hand side of the screen.
    1. The default Universe selection is “Only Homeless,” defined by Project Types classified as Homeless by HUD (Emergency Shelter, Safe Haven, Street Outreach, Transitional Housing).

alt_text Figure 2. Screenshot of the Client Performance report where the “Universe” selector is on the left-hand side. You can edit the universe by clicking on the “Edit” button, or by clicking on each section (e.g. “General,” “CoC & Funding,” etc.).

  1. The report displays the total unique client count by Actively Enrolled, Entering, and _Exiting _at the top. 2. Actively Enrolled encompasses all clients with an ongoing project enrollment within the universe selected with at least one day of service within the chosen date range; 3. Entering is a subset of those, showing clients who begin to meet the universe selection criteria during the date range selected (and would not be part of the universe 24 months prior); 4. Exiting is another subset of Actively Enrolled, limited to clients who departed the universe criteria during the date range and have not entered any project specified since.
  2. The report below can currently be disaggregated by: Age, Gender, Household Type, Veteran Status, Race, Ethnicity, Project Type, and CoC.

Important notes about data and calculations

  • Client age is calculated as of the first day of their first matching enrollment.
  • Because various data points (like Household Type) are collected in HMIS per project enrollment, and a client may have multiple enrollments during the reporting date range, individual clients may be counted more than once. (For example, if during the reporting date range, someone is enrolled as an "Adult and Child Household" and then "Adult only Household" as well, they would be counted in both categories.) This means you should not add up the categories on a chart to find the total unique number of clients. To see a unique count, use the "Unique Count" number at the top of each chart (see Figure 3 for an example).
    • To limit the scope of that count (to, say, 'Adult only Households'), limit the universe selection.

alt_text Figure 3. A partial screenshot of the Client Performance report. To determine the total number of unique clients entering enrollments, you should look at the number in the top right (2,528). You should not add up the disaggregated counts (e.g. Adult only Households, Adult and Child Households, etc.) because Household Type data are collected in HMIS per project enrollment, and a client may have multiple enrollments during the reporting date range.

  • In all cases, if data is limited in the universe selection (e.g. to Veterans only or Females only), the other section categories are not displayed (see Figure 4 for an example).

Revision History

  • 8/2022 Added ability to filter by Cohort inclusion
  • 6/2021 Added Length of Time Homeless disaggregation
  • 8/2020 Added filters for prior living situation and exit destination
  • 5/2020 Initially developed as part of an RFP response

Calculation Notes

  • Calculations generally follow accepted HUD HMIS calculations, but clients may appear in multiple disaggregation categories.
  • When looking for clients who are entering the universe a configurable 2-year look back is used to determine if the client has been seen before.