Report Summary

 

Description

Use the Economic Mobility Continuum (EMC) Report Summary to view aggregate outcomes, compare pre- and post-assessment scores across life domains, and analyze overall client mobility and stability trends over a defined reporting period.  

Available to: Agency Admins, Agency Staff  

Navigation

On the left navigation bar, click “Reports”, then select “Report Summary”.  

Report Setup and Filters

  • Start Date (Required): The first date included in the reporting window. Click the calendar icon to select the start date.
  • End Date (Required): The last date included in the reporting window. Click the calendar icon to select the end date.
  • Client Scope Toggle: Switch between My Clients (clients served directly by your agency) and Referred Clients (clients received or sent through the network). 

Report Analytics and Views

  • Avg Client Status: Displays an aggregate percentage bar graph of overall client outcomes:
    • Improved: The percentage of clients whose overall domain scores increased between baseline and follow-up.
    • Maintained: The percentage of clients whose scores remained constant.
    • Regressed: The percentage of clients whose scores decreased.
    • Hover over any bar to view the exact outcome percentage.
  • Avg Scores by Domain: Displays a side-by-side bar chart comparing baseline (Pre) average scores against latest (Post) average scores (scaled 0 to 5) across all assessed life domains (e.g., Employment, Education, Training, Job Retention, Debt Management, Housing).
    • Hover over any domain bar to view a tooltip showing the exact Pre and Post numerical score averages.
  • Category Breakdown: Displays client score distributions across economic mobility tiers (Crisis, Vulnerable, Safe, Stable, Thriving) comparing Pre vs. Post status for each domain.
    • Hover over a domain column to view the total client count in each mobility tier. 

Clients Included in Report

Located below the analytics graphs, the Clients table lists all clients qualifying for the aggregate report within the selected date parameters:

  • Client Name: Full name of the client along with eligibility tags (e.g., pre/post eligible).
  • Reports: Total number of completed assessments recorded for the client within the date range.
  • First Report: Date of the client’s initial baseline assessment.
  • Last Report: Date of the client’s most recent assessment.
  • Include (Checkbox): Check or uncheck individual clients to include or exclude their data from the aggregate charts and calculations above. 

Export Options

Export as Image: Downloads a high-resolution image file of the currently displayed chart for presentations and reports.

Export CSV: Downloads a detailed spreadsheet containing aggregate client records, assessment dates, and domain score breakdowns for external analysis and reporting.  

Best Practices

  • Select date ranges that encompass at least two assessment periods per client to ensure accurate Pre and Post outcome tracking.
  • Use the "Include" toggle in the client list to isolate specific client cohorts or remove non-representative records from aggregate data.
  • Cross-reference Avg Scores by Domain with Category Breakdown to see not only if average scores increased, but whether clients successfully transitioned out of crisis or vulnerability into self-sufficiency.