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6.1. CoC-APR Workflow

This workflow was changed by the HMIS Vendor in February 2021.

Fig 1

1.Click Reports

2.Click CoC-APR 2019

Fig 2

1.Name your report.

2.Choose Provider or Reporting Group.

3.Select your Provider or search for a reporting group. If you selected a provider, you may need to choose This provider AND its subordinates or This provider only.

4.Enter a Start Date.

5.Enter an End Date. End date is last day only (not plus one).

6.Select the Entry/Exit Type.

7.Click the Build Report button.

Fig 3

Click the Refresh button until the Report Status changes from Running to Completed.

Fig 4

Once the Report Status shows Completed, click the magnifying glass to view the report. Scroll down to view the report.

Printing the CoC APR

After the APR has finished you can print the APR directly to your printer, or print to a PDF file if you have PDF software configured on your computer.  More instructions can be found about printing ServicePoint reports here: How to Print Reports from ServicePoint

Downloading the CoC APR for Sage

If you need to submit the APR to the HUD — Sage HMIS Reporting Repository then you will also need to click the Download button after the report has finished being built to save a .ZIP file that you will then upload to Sage.

NOTE: The Download button is only for Sage Repository users. If you just want to print or have a PDF of the APR do not use the Download button.

Additional Information about building the CoC-APR

*Multiple Projects

If you need to run the CoC-APR on multiple projects in one report, you either need have the ability in ServicePoint to select the agency or grant level provider desired and then click the 'This provider AND it's subordinates' checkbox in Fig. 2 step 3, or request to have a Reporting Group created for you and then choose the Reporting Group radio button in Fig. 2, step 3 then click Search to find and select a reporting group that has been added to your account.

Date Ranges Issues

The CoC-APR is designed by HUD to be built on a yearly range that typically would match your grant or renewal cycle.  This allows the report to properly calculate Annual Assessment requirements for long-stayer programs.  However, any project can build and use the CoC-APR on any date range.  Keep in mind though, if you are a PSH or TH program and build the report on a different date range than your grant or renewal cycle you may see false errors in the Income at Annual Assessment questions.  There may also be issues with any project building the CoC-APR on a range other than annual, particularly APR Questions 8, 22, 23 and 27.

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Running the ESG CAPER (HUD)