Service Point 5 ReportWriter

1. Service Point 5ReportWriter How to create and run reports in ReportWriter

2. Profile and Entry ExampleCreate an individual named SigOther who will be used for the rest of the presentation

3. ReportWriter can be found under Reports on the Report Dashboard

4. Once you click on ReportWriter, the first screen will be Saved Reports To create a new report click on New Report

5. Create a Report TablePage 5 and 6 show the different tables, assessments and sub assessments

6. Assessments and Subassessments are key areas that the report should show

7. The Fields Tab You can select as many fields as you would like the report to show We only selected a few fields from each section as an example.

8. The Filters TabAdding filters is a good way to look at particular data elementsIf you want to remove a filter than use the You can edit a filter by clicking on the pencil icon ( )

9. Adding a New Filter When adding a new filter, You can choose different tables/assessments, field/questions, and the different ways you would like to filter depending on what you want the report to show Client ID was from client created in ServicePoint

10. Preview Report Tab You can download the full report in Comma Separated Values (CSV) format. Once all of the tables, fields and filters are created then you can see the entries that match the various requirements

11. Data Security Securing Data is very important All files downloaded from HMIS contain confidential information Please ensure the following policies are considered before saving client data on your computer.

12. Data Security Policies • Email – Never include client names or social security numbers in an email. • Transfer of Data – Do not use a USB memory drive to transfer client-specific information unless the file containing that data is encrypted. • Hardcopy Paper Records – It’s not just electronic records that can be lost or stolen, but hardcopy paper records (printed) can be stolen. Please shred all documentation once it’s not needed. • Data Access – Any user access data that is stored on a computer or in a written file constitutes a risk to client confidentiality. Please ensure that all passwords are memorized and changed often. • Unattended Active Sessions – Users who have logged onto HMIS and have an active session should never leave their computer unattended. • Locally-Saved Data – Users who have been granted access to report and query functions have the ability to download and save client data on their local computer. All client records containing identifying information stored on local computers are the responsibility of the participating agency. Agencies should develop protocols to ensure the save handling of data.

13. Data Security Policies (Continued…) • Data Disposal – Dispose of documents that contain client identifiable level data by shredding paper records, deleting any information from disk, and delete copies of any client level data after use. • Printed Documents – Printed versions of confidential data should not be copied or left unattended. • Sharing Data – Media containing client-identified data will not be shared with any Agency other than the owner of the data for any reason. • Destroying data – Media containing HMIS data that is released and/or disposed of from the Agency should first be processed to destroy any data residing on that media. It’s up to you to ensure that your data is secure!