WellSky Community Services Built for Zero Report

December 19, 2023

The WellSky Community Services Built for Zero (BFZ) V2024 suite of reports includes four reports:

  1. Case Conferencing Report 
  2. Inflow Report
  3. Outflow Report
  4. Newly Housed and Inactive Clients Exiting (NHICE) Report

Used together these reports aim to provide communities with sufficient person-level and aggregate data to understand each person’s journey through your homeless response system. This information can be used for multiple purposes, including to aid case conferencing, create a by-name list, better understand inflow outflow, or flag potential data quality issues. These reports are compatible with the Wellsky Community Services HMIS system and utilize HUD standard data elements. 

The author of these reports is Elizabeth Lockley and they were created in conjunction with the BFZ Data Coaching Team. If you have any questions, please contact the BFZ Data Support Team at bfzdatasupport@community.solutions or submit feedback using this form. If you are a BFZ participating community, you can also contact your Data Coach about questions related to the V2024 BFZ Report Suite.

Below you can view the BFZ report training modules, register for upcoming calls, and find tools and resources to help learn and use the reports. v2024 of this report is updated from v4.11. The v4.11 materials and training calls can also be found below.

Registration links and recordings

The following office hours are available for general questions and troubleshooting. Please register using the links below:

BFZ WellSky Mapping Support Call:
A BFZ-facilitated call to walk through the mapping process.
Thursday, February 15, from 3 – 5 p.m. ET (12 – 2 p.m. PT).
Register here.


Training Modules

The following training modules are designed to be viewed at your own pace. We recommend starting with Module 1 and reviewing the others as needed.

Module NameTopicsTime
1. Report overview and Manual Introduction
Video
Slides (Google Slides)
Slides (PDF)
Training overview (0:35)
Finding and running the reports (2:00) *please note in the report parameters section that Client Location has changed to Enrollment CoC
Report set up and content (7:06)
Validating the reporting group (9:19)
Manual intro (11:50)
13 minutes
2. Case Conferencing report
Video
Slides (Google Slides)
Slides (PDF)
Report overview (0:31)
Active list and examples (1:10)
Color coding – Active Client Details tab (4:49)
Color coding – First Last Entry Exit tab (8:29)
Additional report features (11:30)
14 minutes
3. Inflow report
Video
Slides (Google Slides)
Slides (PDF)
Report overview (0:28)
Inflow categories (1:18)
Lookback period and return definition (4:03)
Chronic Age-in (6:28)
Additional report features (10:14)
12 minutes
4. Outflow report
Video
Slides (Google Slides)
Slides (PDF)
Report overview (0:31)
Outflow categories (1:11)
LOT to housing calculations (5:20)
Inactive period (7:16)
Additional report features (12:03)
14 minutes
5. Newly Housed and Inactive Clients Exiting report
Video
Slides (Google Slides)
Slides (PDF)
Overview (0:31)
Review color coding (2:03)
How to use the report (6:56)
10 minutes
6. Reporting BFZ Metrics with the reports
Video
Slides (Google Slides)
Slides (PDF)
Reporting overview (0:20)
Summary tables (1:10)
BFZ reporting definitions (4:15)
Reporting examples (6:51)
15 mins

August 22, 2023
BNL Data Quality Workshop

Download Slides | View Slides on Google Drive | Recording
BFZ Data Quality Monitoring Tracking Workbook (Excel) | BFZ Data Quality Monitoring Tracking Workbook (Google Drive)

Learn how to use your reports to improve your BNL data quality! Use this BFZ Data Quality Monitoring Tracking Workbook tool to develop and track your monitoring plan and to track progress in improving data errors.

This training is designed using v4.11, but can be used with v2024, as well. Keep in mind that the Housed Clients Exiting Report is now called the Newly Housed and Inactive Clients Exiting Report.


BFZ v2024 WellSky | Community Services Report Manual

This manual provides detail on the reports included in the Built for Zero (BFZ) v2024 suite, including how they are set up, how to use them, and the specific logic built into each report. This manual is a living document and will be updated as needed, with updates listed in the Latest Updates section on page 2. The manual is best used as a reference guide as you learn about the report and how to use it!

How-to Guide: Reporting BFZ Metrics using the v2024 report suite

Mapping the Built for Zero v2024 reports in Business Objects

This document can be used to identify if the reports need to be remapped to your system and how to map the reports following the included video tutorials.

Using Power Pivot to Report BFZ Metrics from Excel

This document provides detailed instructions for using PowerPivot in Excel to build pivot tables to support BFZ reporting. This document references v4.11, but the steps are the same for v2024.

Scheduling BO Reports

This video provides instructions on how to schedule and send reports in Business Objects. This video references v4.11, but the steps are the same for v2024.

BFZ Data Quality Monitoring Tracking Workbook

BFZ Data Quality Monitoring Tracking Workbook (Excel) | BFZ Data Quality Monitoring Tracking Workbook (Google Drive)

Use this tool to develop and track your monitoring plan and to track progress in improving data errors. These materials were designed using v4.11, but can be used with v2024, as well. Keep in mind that the Housed Clients Exiting Report is now called the Newly Housed and Inactive Clients Exiting Report.


The materials found here are designed for use with v4.11 of the report suite:

July 19, 2023
Session 1 Training: BFZ v4.11 Report Suite

Download Slides | View Slides on Google Drive | Recording

This training session covers the basics of this report, including an overview of the report manual, how to run the report, a review of the four reports, how to use the reports to calculate BFZ metrics, how to validate the report, and how to use the reports to assess BNL data quality.

August 16, 2023
Session 2 Training: BFZ v4.11 Report Suite

Download Slides | View Slides on Google Drive | Recording

This training session covered the basics of this report including an overview of the report manual, how to run the report, a review of the four reports, how to use the reports to calculate BFZ metrics, how to validate the report, and how to use the reports to assess BNL data quality.
NOTE: This recording starts on Slide #13 – Report Set Up. Please see the Session #1 Recording for the first few slides.

Wellsky – Community Services BFZ v.4.11 Report Manual

This manual provides detail on the reports included in the Built for Zero (BFZ) v4.11 suite, including how they are set up, how to use them, and the specific logic built into each report. This manual is a living document and will be updated as we learn more about how the report suite is being used. All updates are listed in the Latest Updates section on page 2. The manual is best used as a reference guide as you learn about the report and how to use it!

How-to Guide: Reporting BFZ Metrics using the v4.11 Report Suite

This document provides instructions and examples for using Google Sheets and Excel to build simple pivot tables to support BFZ reporting.


The resources and training available for the v2024 report suite are dynamic and will be rolled out as needed. Any feedback regarding your experience with the training materials, and resources provided is greatly appreciated so we can continue to improve these modules. Please use the feedback form linked below.

BFZ WellSky | Community Services Report Suite Feedback Form