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How Do I Run a CSV Export?

Background

The Data Export page should be used to pull exports for the APR, ESG CAPER, SSVF repository upload, and RHY repository upload. This guide will show you the steps to follow in HMIS to request your CSV file, as well as what parameters to enter for your specific CSV request.

  • Select LAAdmin from the group dropdown after entering your user ID and password.

 

  • Select Admin ToolsLA from the Roles dropdown in the upper right corner after logging in.

  • Go to the Data Export page

This page contains an Add button to create new data exports, a box that tells you the Export Type, and two quick access windows:

  • The Export Type List, which designates the type of export created
  • The Schedule List, which shows existing data export schedules

Note: You may see your previous data export request on this page if you have recently created a schedule


Create a Data Export Request

  • In the Export Type List, select the export type you would like to run (this example is for the APR). 

 

  • You will now see the correct export type in the "Export Type" box.
  • Click the Add button to begin your data export request
  • Enter the parameters for the export
  • Click Save

Schedule the Data Export to Run
Your Data Export request will appear on the screen. You must set up a schedule for the data export to run. If you would like, you can schedule the export to recur daily, weekly, or monthly for a given time period. 

Recommended Schedule: If you only want to run one export, the Start Date and End Date fields should both be the current date, and the export should be set to run Daily for 1 day (see image below for example). 

  • Click the edit button (pencil icon) to open the Schedule window
  • Select the date range for your schedule
  • Select the recurrence level (e.g., daily, weekly, monthly)
  • Select how often or on which weekday the recurrence should take place
  • Click Generate

 

 The schedule will now be recorded

  • Click the Ready button to send your request

 

Download CSV

You should receive an email notification when your file is ready to download, but you may also check your data request.

  • In the Export Type List, select the export type of your download request
  • Use the Schedule List to find the your schedule
  • Select the scheduled data request

This will open the page with your file. Files ready to download will be displayed at the bottom of the page in a yellow box, along with date and name of the file.

  • Click Download

Parameters

  • All Export Types
    • Agency Name = OC_Three Letter Agency Code. For example, Colette's Children's Home would be OC_CCH.
    • Description = Anything that will help you remember which export you are creating. You should enter a Description for your export to allow you to easily identify it from the Schedule List in the future.
    • Grantee For Export = Whichever grantee(s) you want to include on the export.
    • ContractNumber For Export = Whichever contract number(s) you want to include on the export.
    • Program Type Code For Export = Whichever program type code(s) you want to include on the export.
    • Program For Export = Whichever program(s) you want to include on the export.
    • Start Date for Report = The date you would like the reporting period to start.
    • End Date for Report = The date you would like the reporting period to end.
  • ESG CAPER
    • Export Type = ESGCAPERCSV50v6
    • ExtendedContract for export = "Yes" if the contract is an extended contract, "No" if the contact is not an extended contract.
  • APR
    • Export Type = APRv6CSV
    • ExtendedContract for export = "Yes" if the contract is an extended contract, "No" if the contact is not an extended contract.
  • RHY/SSVF
    • Export Type = HUDCSV
    • CoCCode = CA-602
    • Export Type (dropdown field in parameter popup) = SSVF Export or RHY Export
    • Export Period Type = Reporting Period
    • Export Directive Type = Full Refresh
    • Software Name = Adsystech Inc
    • Software Version = v6
    • Source Type = continuum-operated HMIS
    • Source ID = ca-602
    • Source Name and all Source Contact fields are optional and can be left blank.
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  • 06-Jan-2018
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