ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Agency Manager Report Use Guide
2
Last Updated: 10/19/26
3
4
Data Analysis Reports
5
Data Quality
(Under Rhode island Clarity System Reports)
6
Note from HMISReport NameDescription of UseReport GuideRecommended Frequency for running the ReportApplicable Project Types you can run the report for
7
Emergency ShelterTransitional HousingStreet OutreachPH-RRHPSHSSODay ShelterOther PHRAPsHPS
8
Updates coming soon![DQ AM] CE Referral Compliance 23.1Use to monitor housing enrollments are getting referrals through Coordinated EntryCES Referral compliance.pdfMonthlyNoNoNoYesYesNoNoYesNoNo
9
Updates coming soon![DQ AM] UDE and Chronic Homeless Errors Detail 24.1Use to clean up HUD Universal Data Elements (UDE) and calculation errors in time chronically homeless UDE and Chronic Homeless Errors.pdfQuarterlyYesYesYesYesYesYesYesYesYesYes
10
Updates coming soon![DQ AM] Annual Assessment Status by program 26.1Used to monitor whether clients are in compliance with completing Annual AssessmentsMonthlyYesYesYesYesYesYesYesYesYesYes
11
Updated Report Guide! [DQ AM] Housing Move-In Date Null 24.1This report helps identify clients with a Housing Project enrollment who don't yet have a housing move-in date recorded in the project. Use to monitor and update any missing housing move in dates that need to be recorded. [DQ AM] Housing Move-In Date Null 24.1.pdfQuarterlyNoNoNoYesYesNoNoYesNoNo
12
Updated Report Guide! [DQ AM] Invalid Data Dashboard 21.1Pulls any issues with data that creates validation errors[DQ AM] Invalid Data Dashboard 21.1.pdfQuarterlyYesYesYesYesYesYesYesYesYesYes
13
Updates coming soon![DQ AM] NBN Exit and Bed Night Error Dashboard 26.1Use to clean up errors in Night-by-Night Emergency Shelter Project Types. MonthlyYesNoNoNoNoNoNoNoNoNo
14
Updates coming soon![DQ AM] Release of Information 21.1Show who is missing or has an expired Release of Information, filterable by agency and projectMonthlyYesYesYesYesYesYesYesYesYesYes
15
Updates coming soon![DQ AM] Street Outreach Validation Errors 22.1Used to monitor engagement & service date errors, clients engaged with no CLS recorded, clients that were not homeless when they were enrolled and are most likely ineligible for Street OutreachStreet Outreach Validation Errors.pdfQuarterlyNoNoYesNoNoNoNoNoNoNo
16
Updates coming soon![Admin AM] Agency Meeting Prep Dashboard 21.1Used to inform individual Agency Manager Meetings. Use to review program set up and funding sources. Recommend running before your individual AM meetings.As NeededYesYesYesYesYesYesYesYesYesYes
17
System Performance
(Under Rhode island Clarity System Reports)
18
Note from HMISReport NameDescription of UseReport GuideRecommended Frequency for running the ReportApplicable Project Types you can run the report for
19
Emergency ShelterTransitional HousingStreet OutreachPH-RRHPSHSSODay ShelterOther PHRAPsHPS
20
Report is New!
Replacing
'SO Inactive Records' report

Guide coming soon!
[SP AM] Street Outreach Active Program Enrollments with Intake and Shelter Status 26.2Active Street Outreach program roster with Housing Queue and Emergency Shelter status. Intended for monitoring clients have a date of engagement and regular Current Living Situations under their Street Outreach Enrollment. Exiting clients that are Currently Enrolled in Shelter. Managing clients in need of housing are staying connected to Intake by being on the HQ and have an updated CLS or HA under Intake. MonthlyNoNoYesNoNoNoNoNoNoNo
21
Report is New!
Replacing
'Active project with housing queue status' report

Guide coming soon!
[SP AM] ES/TH Program Enrollments with Intake Status 26.1Active program roster with Housing Queue status. Intended for monitoring clients that need to be exited due to inactivity and resouce connectionMonthlyYesYesNoNoNoNoNoNoNoNo
22
Updates and Guide coming soon![SP AM] Month by Month Utilization 25.1Use to monitor project trends in utilization. Looks at previous monts or quarters by project type.MonthlyYesYesNoNoNoNoNoNoNoNo
23
QuarterlyNoNoNoYesYesNoNoYesNoNo
24
Updates and Guide coming soon![SP AM] Nearing End of RRH Assistance 25.1Use to monitor which RRH clients are nearing the end of their RRH assistance to ensure they are appropriately set up with next stepsMonthlyNoNoNoYesNoNoNoNoNoNo
25
Performance Dashboards
(Under Rhode island Clarity System Reports)
26
Note from HMISReport NameDescription of UseReport GuideRecommended Frequency for running the ReportApplicable Project Types you can run the report for
27
Emergency ShelterTransitional HousingStreet OutreachPH-RRHPSHSSODay ShelterOther PHRAPsHPS
28
Will be updated soon to reflect this new grant period metrics[SP AM] Day Center/SSO Performance Dashboard 25.1Used to measure project type based performance on EOH contract measures[SP AM] Day Center_SSO Performance Dashboard 25.1.pdfMonthlyNoNoNoNoNoYesYesNoNoNo
29
Will be updated soon to reflect this new grant period metrics[SP AM] ES Performance Dashboard 25.1Used to measure project type based performance on EOH contract measures[SP AM] ES Performance Dashboard 25.1.pdfMonthlyYesNoNoNoNoNoNoNoNoNo
30
Will be updated soon to reflect this new grant period metrics[SP AM] RRH Performance Dashboard 25.1Used to measure project type based performance on EOH contract measuresMonthlyNoNoNoYesNoNoNoNoNoNo
31
Will be updated soon to reflect this new grant period metrics[SP AM] SO Performance Dashboard 25.1Used to measure project type based performance on EOH contract measures[SP AM] SO Performance Dashboard 25.1.pdfMonthlyNoNoYesNoNoNoNoNoNoNo
32
Updated annually around June[SP AM] CoC performance dashboard 26.4Used to measure CoC housing performance for annual grant scoringCoC performance Dashboard.pdfQuarterlyNoNoNoYesYesNoNoNoNoNo
33
Updated annually around June[SP AM] YHDP & Other Project types CoC Performance Dashboard 26.1Used to measure YHDP and and Other Project Types performance for annual grant scoringQuarterlyNoNoYesYesYesYesNoNoNoNo
34
Bitfocus Reports
(Under Built in Reports)
35
Note from HMISReport NameDescription of UseReport GuideRecommended Frequency for running the ReportApplicable Project Types you can run the report for
36
Emergency ShelterTransitional HousingStreet OutreachPH-RRHPSHSSODay ShelterOther PHRAPsHPS
37

Updated Report Guide!

Report is designed to aid in federal reporting season preparation, submission, and follow-up....
but this report is useful and should be utilized year round.
LSA Data Cleanup: Overlapping EnrollmentsThis dashboard enables users to review overlapping residential enrollments and overlapping bed nights for data quality clean-up initiatives and general review. LSA Data Cleanup - Overlapping Enrollments.pdfMonthlyYesYesNoYesYesNoNoYesNoNo
38

Updated Report Guide!

Report is designed to aid in federal reporting season preparation, submission, and follow-up....
but this report is useful and should be utilized year round.
LSA Cleanup: Length of Stay and UtilizationThis dashboard is designed to help users identify and address data quality issues related to client stays and bed utilization. LSA Data Cleanup - Length of Stay and Utilization Overview.pdfQuarterlyYesYesNoYesYesNoNoYesNoNo
39

Updated Report Guide!

Report is designed to aid in federal reporting season preparation, submission, and follow-up....
but this report is useful and should be utilized year round.
LSA Cleanup: Household and Enrollment DataThis dashboard is designed to help users identify and address data quality issues related to household and enrollment data.LSA Data Cleanup - Household and Enrollment Data.pdfQuarterlyYesYesYesYesYesYesYesYesYesYes
40
Updated Report Guide! APR Submission PreparationReport pulls insight into enrollments that may cause problems with CoC Annual Performance Report SubmissionAPR Submission Preparation.pdfAnnuallyNoNoNoYesYesNoNoYesNoNo
41
Updated Report Guide! Data Quality DashboardThis dashboard contains information to help maintain and obtain data quality with an emphasis on the HMIS Data Dictionary Universal Data Elements, Program Specific Data Elements, and Federal Partner Program Elements.Data Quality Dashboard.pdfQuarterlyYesYesYesYesYesYesYesYesYesYes
42
Report Library
43
HUD Reports
44
Note from HMISReport NameDescription of UseReport GuideRecommended Frequency for running the ReportApplicable Project Types you can run the report for
45
Emergency ShelterTransitional HousingStreet OutreachPH-RRHPSHSSODay ShelterOther PHRAPsHPS
46
Updated Report Guide! Data Quality ReportReport that reviews data quality across a number of HMIS data elements.

Please Note: This report is a great tool for End Users that don't have Data Analysis Access
[HUDX-225] HMIS Data Quality Report.pdfQuarterlyYesYesYesYesYesYesYesYesYesYes
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100