CoC APR and ESG CAPER Canned Reports
Date Created: 04/18/2022 | Date Updated: 05/09/2022
In This Article
- Acronyms: What do "CoC APR" and "ESG CAPER" stand for?
- Purpose: What are these reports used for?
- Audience: Who should run this report?
- Location: Where can I find this report?
- Report Options: How do I run this report?
- Report Results: What questions can this report answer?
- Data Quality: What errors might I need to correct?
- Submission: How do I submit this report to HUD?
Acronyms: What do "CoC APR" and "ESG CAPER" stand for?
The full names of these two reports have been provided below. For the sake of brevity, the acronyms "CoC APR" and "ESG CAPER" will be used throughout this article.
- Continuum of Care Annual Performance Report (CoC APR)
- Emergency Solutions Grant Consolidated Annual Performance and Evaluation Report (ESG CAPER)
Purpose: What are these reports used for?
- Reporting to HUD
- Program Evaluation
- General Use (e.g. obtaining client counts)
Audience: Who should run these reports?
The primary audience of these reports is users whose agencies receive a Continuum of Care or Emergency Solutions grant from HUD. However, they can serve as general purpose program evaluation reports, especially given their access to live data: Unlike ART reports, the CoC APR and ESG CAPER do not require data to be "refreshed" before it is accessible.
Note: A user's account settings and other visibility settings can affect what data the user will see when running a CoC APR or ESG CAPER.
Location: Where can I find these reports?
The CoC APR and ESG CAPER can be found on the Report Dashboard, where they are listed under the "Provider Reports" heading. They can also be found listed under "Reports" in the navigation menu on the left side of the Community Services window.
Report Options: How do I run these reports?
To get started, users will want to complete the Report Options section. Required options have been marked with an asterisk.
A. Name: Enter a name for the report.
B. Description: Enter a description for the report.
C. Provider Type
- Provider: Select this option if the report will be run for a single provider (common) or for a provider with its subordinate providers (rare).
- Reporting Group: Select this option if the report will be run for multiple providers. Contact the Helpdesk at mnhmis@icalliances if you need a new reporting group set up.
D. Provider*/Reporting Group*: Choose the provider or reporting group whose data should be pulled into the report. If running the report for a provider, choose "This provider ONLY" (common) or "This provider AND its subordinates" (rare).
E. Program Date Range*: Enter the start date and end date for the report. Unlike ART reports, the end date should be the actual last day of the reporting period: Do not add one extra day.
F. Entry Exit Types*: Check the box next to each Entry/Exit type.
G. Build Report: Click on Build Report to start running the report.
H. Download: After the report has finished running and has been loaded from the Report Run History section, selecting Download will download a .zip archive containing the report results to the user's computer.
I. Clear: Click on Clear to reset the Report Options and Report Results sections, clearing out any user selections and client data.
When the Build Report option has been selected, the APR or CAPER will be added to the Report Run History section. Reports will be saved in this section for 30 days.
J. Refresh: Click on Refresh to update the Report Status.
K. Magnifying Glass: When a report's status is "Completed", you can click on the report's magnifying glass to load its details. The Report Results section will appear beneath the Report Options section.
L. Navigation Buttons: Use the navigation buttons to move between previously-run reports.
Report Results: What questions can this report answer?
Agencies that participate in HMIS, even those that are not HUD CoC or ESG recipients, can use the APR and CAPER to better understand how their programs are operating. The reports are composed of a series of data tables, each of which addresses a specific measure. In the example below, we can see that table 27a is concerned with the age of young people that were enrolled in a program:
Clicking on the blue number in a table cell will produce a pop-up window that lists every client whose record is counted in that cell.
It is also possible to focus on individual client records by highlighting every cell where they are counted: Enter client ID numbers into the Client Filter section, separating them using commas, then click on Highlight Clients.
The cells where the specified client ID numbers are counted will be highlighted in yellow.
Data Quality: What errors might I need to correct?
Data quality issues have their own dedicated series of tables on the CoC APR and ESG CAPER. Each table addresses a different category of errors, such as Personally Identifiable Information or Timeliness.
Clicking on the blue number in a table cell will produce a pop-up window that lists every client whose record is impacted by the data quality issue.
Submission: How do I submit this report to HUD?
CoC APR and ESG CAPER reports are submitted to HUD through its online portal, the SAGE HMIS Reporting Repository.
- APR Guides, Tools, and Webinars (HUD Exchange)
- CAPER Guides, Tools, and Webinars (HUD Exchange)
- CoC APR and ESG CAPER HMIS Programming Specifications (HUD Exchange)
- HMIS Standard Reporting Terminology Glossary (HUD Exchange)
- Forms and Instructions (MN HMIS Website)