Emergency Relief Clients Accessed Report

The Emergency Relief Clients Accessed report provides a list of clients who have equalled or exceeded a particular dollar value of emergency relief within a given time frame.

 Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Select Reports from the top menu

Reports page

The On-Demand Reporting page is displayed

Step 3. Select the Emergency Relief – Clients Accessed Report from the list

Emergency Relief Clients Accessed

The parameters are displayed

Emergency Relief Clients Accessed parametera

Step 4. Enter the required parameter information

Select the required start and end dates for the reporting period

Select the required Site (if required). If not selected, all Sites will be included.

Enter the required ER Amount (any clients who have received assistance totalling above this amount will be reported.

Emergency Relief Parameters Completed

Step 5. Click Run Report

Once the report has completed processing, click the ‘Click Here to Download’  link

Download Report

The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.

The Emergency Relief – Clients Accessed report is displayed.

Emergency Relief Clients Accessed Report

The Report lists the following information:

  • Client Information
    • Client Name
    • Client Birthdate
    • Client Age
  • Emergency Relief Information
    • Date
    • Assistance Received
    • Total

Assistance provided compared to Emergency Relief Statistics Report
The Emergency Relief Clients Accessed Report lists the assistance provided during the period. That is, it lists sessions during the report period where assistance was provided (e.g. voucher given) and a Total Clients figure at the bottom of the report.

The Emergency Relief Statistics report includes:

1.1 Number of Clients helped: Count of sessions during the report period regardless of assistance being provided. Often this will state a higher figure than the Total Clients figure in the Clients Accessed Report as it counts sessions where no assistance was provided (i.e. no voucher given)

Please also note that the ‘Assistance Breakdown’ tables in the Emergency Relief Statistics Report show a slightly lower total of assistance than the Emergency Relief Clients Report. This is because the ER Statistics report only requires that the assistance was provided during the period. The Clients Report also requires that the ER case was raised in the period.

Further Information

For further information, refer to the following articles:

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