Reporting: How to run an ESG CAPER Report

 This visual guide explains how to run ESG CAPER report for one project at a time.

Set Enter Data As (EDA)

Enter Data As (EDA) the Project for which you want the client-level data.  (See article ART Enter Data As (EDA) for Reports)

Find & Open the Report:

1.      Click on Reports in the navigation pane on the left side of the screen.

2.      The Report Dashboard will appear.  Click on the ESG CAPER 2023 button. (the year in the name may change between years)

Report Prompts

Complete the required prompts.

1.      Enter a report name.

2.      Description:  This is 0ptional – add a description for future reference.

3.      Provider Type:  Select Provider by clicking in the circle  to the left of Provider.

4.      Provider:  This should match the EDA project.  If it doesn’t match, reset your EDA in upper left corner.

5.      Select “This provider ONLY” by clicking in the circle  to the left of This provider ONLY.

6.      Program Date Range:  Enter the start date and end date.  You do not need to add a day to the end date.

7.      Entry/Exit Types: Select HUD, by clicking in the box to the left HUD.

8.      To generate the report, click Build Report.

9.      Click Refresh to see it in the queue.

NOTE: Reports may take anywhere from 30 seconds to 30 minutes to complete, depending on the amount of data requested.  You can click Refresh until your report shows up as Complete, or you can leave and return to check on it later.  Your report will be in this location when it is finished, even if you log-out/log-in before returning.

View Report

Once the report is complete,

1.      Click the magnifying glass   to review.

2.      Click Download to save the report in a .zip file to your computer

OR

3.      Review the report results on the screen below the search fields.