Who can use this feature?
Download up-to-date, record-level data from CaMS and the Jobs Portal for reporting, monitoring, and analysis. Data extracts are generated as CSV files and reflect the information available in the system at the time of download.
Access to data extracts and the data included in each file depends on your reporting permissions:
- Service Provider Group Reporting: Access data across the entire service provider network.
- Service Provider Administration Reporting: Access data for your assigned service provider.
- Staff without reporting permissions cannot access the Data Extracts screen or download reporting data.
The Client Profile extract has additional permission requirements, noted below.
How to Download a Data Extract
Data extracts reflect the selected fiscal year and time period.
To download a data extract:
- From the Data Extracts screen, select the desired Fiscal Year and Time Period.
- Select Apply to refresh the data.
- Select the Download button for the extract you wish to retrieve.
- Choose a location on your computer to save the file.
- Open the downloaded CSV file to view the data in Excel or another spreadsheet application.
- Repeat this process for each extract type you need.
Date Selection Options
Fiscal Year: Select the fiscal year for the data you want to view.
Time Period: Select a time period within the selected fiscal year:
- Year to Date: April 1 to the current date.
- Quarter 1: April 1 to June 30.
- Quarter 2: July 1 to September 30.
- Quarter 3: October 1 to December 31.
- Quarter 4: January 1 to March 31.
- Custom: Select a custom date range.
Available Data Extracts
The following data extracts are available for download. Each provides record-level information that can be used for external reporting and analysis.
Performance-Based Funding (PBF)
Provides milestone-level information used to monitor Performance-Based Funding activity and outcomes.
The extract includes the following columns:
- Case information: SDS Name, EAP, Stream, EAP Case Owner Name, EAP Status
- Milestone information: Milestone Type, Status, Milestone Achieved, Milestone Schedule Date, Milestone Approved, Milestone ID
- Reporting information: Fiscal Year and Quarter, Reviewer Name
- Employment verification: Type of PoE, Hours Per Week
Employment Action Plan (EAP)
Provides Employment Action Plan information, including case status, service timelines, client characteristics, employment outcomes, and financial support information.
The extract includes the following columns:
- Identifiers: EAP, Client Reference Number, CA Ref
- Location: Postal Code
- Case information: Stream, EAP Status, Case Owner, EAP Days, PES Days, Start Date, EAP Outcome Date, End Date, Closure Reason, Client Served, Referral Type
- Client characteristics: Gender, Source Of Income, Francophone, Indigenous, Newcomer, ODSP Client, Racialized Person, Refugee Claimant, Youth with Higher Support Needs
- Employment outcomes: EAP Outcome Working, 1 Month Outcome Working, 3 Month Outcome Working, 6 Month Outcome Working, 12 Month Outcome Working
- Financial supports: ERFS Approved
Employment-Related Financial Supports (ERFS)
Provides detailed information about Employment-Related Financial Supports associated with Employment Action Plans.
The extract includes the following columns:
- Case information: SDS Name, EAP, Stream
- Financial support information: Category, Fin Ref #, Expense (A), HST
- Review and status information: Reviewer, Submission Status, Plan Item Status, Ready for Review, Plan Item Approved
- Plan item dates: Plan Item Start, Plan Item End
- Additional information: ODSP Client, Fiscal Period
ERFS Submission Status
ERFS Submission Status is a custom analyzed field tracking the submission status of the ERFS item. The following values are possible:
| Status | Description |
|---|---|
| Awaiting Completion | No end date has yet been recorded for this item. |
| Awaiting Submission | An end date has been recorded, but item has not been submitted for approval. |
| Awaiting Review | Item has been submitted, approval/rejection has not yet been received. |
| Approved | Payment for this ERFS item has been approved. |
| Rejected By SSM | ERFS item has been submitted for approval, but rejected. |
| Revoked | Item has been previously approved, but payment was withdrawn. |
Common Assessments (CA)
Provides Common Assessment data in a CSV format designed for external reporting and analysis. Each row represents a Common Assessment, with individual assessment responses provided in separate columns.
The extract includes:
- Client Reference Number
- CA Number
- SaMS Member ID
- Demographic and identity information
- Education and language information
- Employment readiness and self-efficacy responses
- Digital access and transportation
- Caregiving, housing, food security, financial and personal safety information
- Health, disability and support needs
- Social assistance and other income information
- Education and training participation
- Current employment information
- Employment history and job search preferences
Client Profile
Provides a portal-first view of clients with Jobs Portal accounts, supplemented with selected CaMS information to provide additional context.
The extract includes the following columns:
- Portal information: Portal ID, Profile Link, Registration Date, Archived
- Client information: CaMS Reference Number, Postal Code
- Assignments: Service Provider, Assigned Staff IDs, Assigned Staff Names
- Occupations: Followed NOCs, EAP Target NOC
- Employment outcome NOCs: Initial Outcome NOC, 1-Month Outcome NOC, 3-Month Outcome NOC, 6-Month Outcome NOC, 12-Month Outcome NOC
- Case activity: Last Case Note Date
The Client Profile extract is available to staff with the Service Provider Group Reporting permission.
CaMS Staff Extract
Provides information that connects Jobs Portal clients and staff assignments with corresponding CaMS caseworker information.
The extract includes the following columns:
- User ID
- Portal Link
- Client Reference Number
- Service Provider
- Portal Staff
- Portal Staff ID
- CaMS Caseworker
- CaMS Caseworker ID