How do I find out how many people are in my program?

Date Created: February 3rd, 2026 | Date Updated: October 29th, 2026

What this is

This article explains two different methods you can use to figure out who is in your program(s). One way uses the Program Enrollment Summary report, and the other uses a data checker called Current Client Roster data checker.

In this article

• What is the difference between the two options
• How to run Program Enrollment Summary report
• How to run the Current Client Roster data checker

What is the difference between the Program Enrollment Summary and the Current Client Roster?

The Program Enrollment Summary shows enrollments for any programs you select. It also contains a detailed information about each enrollment in your program.  It's a good option to:

• See what clients started or exited during the report period
• See all clients who were active at any point
• Export client lists for follow‑up or internal review

The Current Client Roster produces a list of currently enrolled clients in the program(s) you run it for.

It's a good option to:

• See who is actively enrolled in your program
• Show your client's relationship to head of household
• Show the number of days since your client last received an assessment
• Give you quick access to the client record

To run the Program Enrollment Summary, follow these steps:

1. In the Reports Workspace, select MN Generals Reports, then choose the Program Enrollment Summary from the drop-down menu.

2. Fill out the report prompts
   1. Saved Report Settings: Optional - Create or used a saved report setting.
   2. Date Range: Enter the start and end dates for the report.
   3. Organization: Choose your organization.
   4. Programs: Choose the programs you want to include in the report.
   5. Client Identifying Info: Choose what identifying information you would like for clients.
   6. Household Member Type(s): Choose a selection for household types to display in the report.
3. Click the Report button. You should receive a message at the top right of your screen that the report has started.

In a few moments you should receive a message that the report is ready. Click that message to see the report.

If you receive an error message that your report timed out, you may need to schedule the report. Check out the Why is my report timing out? article for instructions.

4. To export your report, select the floppy disc icon, then choose Excel Data from the drop-down menu.

This will save an Excel sheet in your computer's Downloads file. You can use that spreadsheet to count the  clients in your program.

To run the Current Client Roster data checker, follow these steps:

1. On your home dashboard, go to the Data Checkers section and select Current Client Roster.

2. This data checker produces a list of currently enrolled clients in a selected program. Select the program you want in the Program options in the Set Data Checker Parameters section.

3. Scroll down and click the Search button at the bottom of the page.

A list of clients will appear, and the total number of clients will be shown at the top of the list.