Viewing a Client Transfers Report

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To view a read-only client transfers report, complete the following steps from the AWARDS Home screen:

    1. Click Census from the left-hand menu, and then click Transfers.  The Client Transfer page is displayed.

    1. Click the Program drop-down arrow and select the program transferring-out program of the client whose transfer is to be undone.
    2. Click the Database drop-down arrow and select "Reports."
    3. Click CONTINUE.  The Transfer Report - Settings page is displayed.

    1. The report includes only those transfers with dates that fall within the range specified in the Start Date and End Date fields on this page.  Make changes to that date range as necessary (using mm/dd/yyyy format).
    2. Click the Transferred Clients drop-down arrow and select one of the following to indicate which transfers should be included in the report:

  Clients Transferred Out - When this option is selected the report includes only those clients who transferred out of the selected program.

  Clients Transferred In - When this option is selected the report includes only those clients who transferred into the selected program.

  All Transferred Clients - When this option is selected the report includes all transfers for the selected program, regardless of whether they are transfers into or out of that program.

  NOTE: When the report is being run for "All Agency Programs," the Transferred Clients selection must be "All Transferred Clients."  The other two selection options are not available in such cases.

    1. Click the Case Worker drop-down arrow and select the case worker for whom the report is to be run.  Only those clients assigned to the selected case worker will be included in the report results.  (Whether the case worker assignments are for the transferring-in program or transferring-out program is based on the selection made in step 6.)  If no case worker is selected in this step, the report is run for all case workers.

  NOTE: Clients with no assigned case worker are listed as "unassigned" in the client transfers report.

    1. To set up "auto-report" functionality that will automatically generate and send you client transfers reports  (via the Messages module) on a specified schedule using the settings selected in steps 6 and 7, configure the following fields and options:

  TIP: If you do not want to set up the auto-report functionality at this time, skip to step 10.

  Activate Auto-Report - Click this checkbox to indicate that you would like to use the auto-report feature.

  Report Frequency - Click this drop-down arrow and select the frequency (in days) at which you would like to receive the client transfers report; for example, select "1" if you would like to receive the report daily or "30" if you would like to receive the report around once a month.

  Date Range - Click this drop-down arrow and select the number of days to be included in the report from the date on which it is sent; for example, select "1" if the report should only include transfers that occurred on the day before the auto-report is generated.

    1. Click SAVE AUTO-REPORT SETTINGS.  Both the general transfer report settings (with the exception of the date range) and the auto-report settings are saved and will be used to generate future auto-reports. 

  TIP: To change the saved settings at any time, simply return to this page, make any needed setting adjustments, and then click the SAVE button again.

    1. Click CONTINUE.  The read-only client transfers report is displayed on the Clients Transferred page.

This page contains information on all transfers meeting the criteria entered on the report settings page.  For each of those transfers it includes the client name, transfer date, transferring-out program and/or transferring-in program, and case worker.  The report also contains a total transfers count, an Excel File link that can be used to export the report information to Microsoft Excel, and a Printable Version button.

    1. To view more detail on any of the transfers included in the report, click the name of the transferred client.  His or her individual transfer record is opened and displayed on the Client Transfer page.  To print that information with signature and date lines for a supervisor, click Printable Version at the bottom of the page.

The process of viewing a client transfers report is now complete.