NOTE: This cheat sheet contains instructions on how to run this export in ClientTrack as a tutorial. For specific guidance on how to complete these fields for your agency upload, please submit a Spiceworks help desk ticket.
Running the Export #
1. Log in to ClientTrack and navigate to your Reports workspace.
2. In the menu, click HMIS Exports, then choose RHY Export – CSV [20XX].
Note: In the naming convention of the report above, [20XX] represents the most recently published HUD reporting standards i.e. 2022. HUD updates this report format regularly. Currently, the FY 2022 format is being used.
3. Select the Source End Point, Source Type, State Filter, and CoC Code.
4. Complete the Date Range that you’d like to run the report for. Use the dropdown to select a range, or type a custom date range into the boxes provided.
5. Confirm that the organization selected is your organization. Filter the report by program and select the program you are running the report for.
6. Use the Filter by Grant option to select the specific grants you want included in this report.
7. Click Run Export. ClientTrack will ask you to either password protect the document, or accept full responsibility for the safety of the file if you uncheck the encryption box. Choose one of these options, then click Done.
8. You will receive a notification that ClientTrack will being processing your report soon. Click OK.
9. You will be taken the Files on Server page. You can also access this page any time through the menu. Your report will display here when it is ready. While you are waiting on the report to run, you can view its status in the Task List by clicking “Click to view”.
11. When the report has run, from the Files on Server page, use the button with the green arrow to download the file. This will download a ZIP file to your computer, which you can then upload to the repository.
Uploading to the RHY Repository #
In your web browser, go to https://rhy-hmis.acf.hhs.gov/. You will need an account to upload your CSV to the repository. The HMIS Team at MDHA cannot create or manage this account for you.
