Q. How do I run a report/get a list of all my clients?
A. The one I recommend is the Household Participant Contact Report. It is found under the reporting tab. You can filter on a program or nothing at all to get a list of everyone in your database. The report will report to Excel, PDF, or CSV.
On the participant Search, by clicking on the empowOR logo in the upper left of your screen. Or by going to Participants > Search for Participants > Household Participants. You can search for everyone by leaving all fields blank and clicking the search button. Or there is a down-arrow on the left-hand side that will allow you to filter on a certain program. Again, the list of participants can be exported to Excel by clicking on the magnifying glass - the last option is to export the list.
The last way is to use Advance Reporting by looking under the reporting tab > choose Advance Reporting. In there choose the category of Data Monitoring. There are two reports called Participants & HH for Export and Participants & HH for Export w/SSN. Both reports can be filters for certain programs or run without filters to get everyone. These can be exported as well.
