ESG_CAPER Explore your ESG-CAPER
Background
The ESG-CAPER Report is a canned report, meaning that it is found in the Reports section of HMIS. Please use the PATH 2019 report when running the report. Even though this is the report used to populate the annual report, this can be run for any time period (monthly, quarterly, half-yearly, annually, etc.).
ESG-CAPER Reports are required for each ESG Program Component awarded:
- Homeless Prevention
- Street Outreach
- Emergency Shelter
- Rapid Rehousing
ESG-CAPER
This guide is to assist in the use of the ESG-CAPER and how to run the report within NDHMIS. Click section name for additional information.
Generate the ESG-CAPER report
This section provides the steps to follow to generate the ESG-CAPER Report.
Review the ESG-CAPER Report
This section provides guidance for reviewing each table of the report.
Download and Export the ESGCAPER Report
This section provides the steps to follow to export the ESG-CAPER report for upload to Sage. Save the file to your downloads folder or any other folder of your choosing within your computer. Make sure you do not rename or unzip the file, or you will not be able to complete the upload into PDX. Follow any guidance you have received for direct access to Sage.
Test the ESG-CAPER Report in Sage
This sections provides the steps to follow to determine if your csv file is compatible with Sage. ***NOTE*** This is NOT the final ESG-CAPER Submission.
Create a Printable ESG-CAPER Report
This sections provides the steps to follow to create a printable report once Sage has validated the APR you have submitted.
Important to Note:
Testing an ESG-CAPER without logging into Sage does not attach the CSV-CAPER file to the annual APR submission or send the report to HUD. The process above is designed to solely enable the user to test the report and make a printer-friendly version.