How to run a Housing Transfer Confirmation report

Date Created: 09/30/2026 | Date Updated: 10/9/2026

What is this

The Housing Transfer Confirmation report provides printable documentation that a client or household has transferred into a housing program through the Continuum of Care’s (CoC’s) approved coordinated entry housing transfer process.

What you need to know

This report generates a printout to confirm that a client's housing transfer followed the CoC's approved process. This report will only generate for housing transfers which have been documented within HMIS. Only users with reporting access to the organization who accepted the transfer can run this report.

How to run the Housing Transfer Confirmation form

This report is in the Client Workspace in the Client-Specific Reports folder.

Have the client record pulled up in the clients workspace.
Select the Housing Transfer Confirmation report.

Select the project in the Select Transfer drop down that the client transferred into.
Click the Report button located in the bottom-right corner.

When the report is finished running, you’ll see a notification that it is running and will populate after it runs. It also can be found in the Report Workspace for later under My Saved Reports,
Click on the blue date to open the report.

How to Save a Copy of the Housing Transfer confirmation report

To save a copy, click the Save icon.
Select the PDF option.

How to print the Housing Transfer confirmation report

Select Print Icon.
A Print pop up will appear, click Print.

Note: This form contains client names. Do not email this report or store it in an unsecure location.

Why can't I run this report for my client?

You might be in the wrong organization

Check that you are working in the organization associated with the client’s housing program enrollment or referral and that you have the appropriate access.

Your housing project is not showing up in the picklist

Check the client’s record to confirm that:

The client has an enrollment in the housing program they transferred into or with your CoC’s PLM on if the housing transfer was approved.