STJ CES Data Quality Report Guide

This report includes information about all Enrollments for Access Point and List Holder, Prioritization Add/Remove, and Current Living Situation sub-assessment records providers that overlap with the date range of the report. The report also includes information about all Referrals made for included Enrolled clients that are after their enrollment date and before the Report End Date, as well as information about all Referrals for clients NOT Enrolled that were made between the Report Start and End dates. It is recommended that all St. Joseph CoC CES Access Points run this report on a regular basis to address data quality issues in a timely manner.

Running the Report

Report Path

Folders
> Public Folder
> missouri_live_folder
> St. Joseph CoC
> STJ CES Data Quality Report

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting the Prompts

Prompt	Instructions
Select Access Point Provider (leave blank for all):	Select the project(s) for which you wish to run the report. Note: If this prompt is blank, all providers included in the St. Joseph Coordinated Entry Access Points(356) reporting group will be included.
EDA Provider	If only one project is selected in the "Select Access Point Provider (leave blank for all):" prompt above, select the same project here. If more than one project is selected in the "Select Access Point Provider (leave blank for all):" prompt, then select one of the projects here. If no projects were selected using the "Select Access Point Provider (leave blank for all):" prompt, then leave this set to -Default Provider-.
Enter effective date	Enter the date after the last date of the reporting period in m/d/yyyy format. For example, if you're running a report for 7/1/2020-6/30/2021, the date entered in this box would be 7/1/2021.
Select List Holder Provider(s):	Leave set to InterServ – STJ CES List Holder(1562) unless working with test data.
Enter Report End Date PLUS 1 Day:	Enter the date after the last date of the reporting period in M/d/yyyy format. For example, if you're running a report for 7/1/2020-6/30/2021, the date entered in this box would be 7/1/2021.
Enter Report Start Date:	Enter the start date for the reporting period in M/d/yyyy format. For example, if you're running a report for 7/1/2020-6/30/2021, the date entered in this box would be 7/1/2020.

Using the Report

This report includes has 10 tabs, each serving a specific purpose.

Important! Because the report contains identifying information (names), the report cannot be emailed (even within agencies) unless encrypted, nor can it be shared outside of the agency.

DQ Summary tab (for Access Point and List Holder)

This tab provides at-a-glance counts for key missing fields and records that could impact a household’s inclusion in subsequent report tabs and that may indicate a “failure” in the Coordinated Entry workflow.

This tab does NOT provide comprehensive summary information concerning all data quality checks addressed in subsequent tabs.

Household Information tab (for Access Points)

This tab reviews all client enrollments for missing demographic and administrative fields (i.e. Relationship to Head of Household) for household members.

Crisis Needs Assessment tab (for Access Points)

This tab reviews enrollments for the Head of Household to identify any data quality issues with the Crisis Needs Assessment, including cross-checks for the appropriate sub-assessments and referral records based on the data entered.

Housing Needs Assessment tab (for Access Points)

This tab reviews enrollments for all clients with a literally homeless prior living situation to identify any data quality issues with the Housing Needs Assessment, including missing assessment data as well as missing/expired Current Living Situation and CoC CES Release of Information records.

COVID-19 Survey tab (for Access Points)

This tab reviews enrollments for the Head of Household and displays records for the COVID-19 Survey.

Access Point Exit tab (for Access Points)

This tab reviews enrollments for the Head of Household to identify any missing exit assessment fields and outstanding related List Holder enrollments and referrals. This tab also checks to see if there is a match between the number of clients associated with the project enrollment vs the project exit.

Referring Provider Missing EE tab (for Access Point and List Holder)

This tab includes any CE Referrals that were made for clients in the reporting date range who do not have a project enrollment in the reporting date range. Clients with CE Referrals should typically have a project enrollment in the reporting date range unless they were referred to the housing project from the non-HMIS list.

List Holder Enrollment tab (for List Holder)

This tab reviews enrollments for the Head of Household to identify any data quality issues with the ADD/REMOVE sub-assessment to identify any outstanding referrals to the List Holder for Enrolled HoHs.

List Holder Exit tab (for List Holder)

This tab reviews enrollments for the Head of Household and flags any clients who do not have a Project Exit but who have had an ADD/REMOVE subassessment completed after their Project Entry indicating that they should be removed from the Prioritization list

This tab can also be used to check for logical consistency and data completeness across the Project Exit assessment, the ADD/REMOVE sub-assessment, and the Housing Referral (if applicable).

Finally, this tab can be used to see if there is a match between the number of clients associated with the project enrollment vs the project exit.

Report Information tab

This tab contains information about the report that can be utilized by ICA staff to determine whether the report was run properly by the user. If you seek assistance with this report from the ICA Missouri Helpdesk, please be prepared to read/send information off of this tab to the individual who assists you.

Visual Indicators

For all tabs except the DQ Summary tab, the following visual indicators are used to alert the user to the type of data quality issue considered:

Column Headers

Default(blue) headers are used for administrative data that pertains to the main record of the table (e.g. Client ID, Entry Date, etc.) as well as data entered on the main assessment that pertains to a report tab.
Critical(red) headers are the same as Default except that the information from that field is used to determine a record’s inclusion in other data quality checks. These should be prioritized for clean-up, as doing so may reveal other hidden Data Quality issues.
Associated Record(teal) headers indicate that the data comes from either a sub-assessment or a record type outside of the primary record of the table (e.g. cross-referencing Referral information against an Enrollment record). Resolving the issue may require identifying and making a correction on that external record.
Logic Check(black) headers indicate that the column is comparing information from two or more columns in the table for logical consistency according to the rules defined by the CE workflow. The information compared can be drawn from any of the previously listed column types. Some investigation may be necessary, but the header text should give the user an idea of what records are involved.

Errors vs. Warnings

The Error indicator is used for missing data/records and cases of critical logical discrepancies as defined by the workflow. They appear with a yellow background and red text. In some cases, all columns associated with a logical error check will be highlighted when there is an error.
The Warning indicator is used to flag lower-priority missing data fields and potential logical inconsistencies. In some cases, they are used to highlight logical issues that require reconciliation between Access Point and List Holder data. They appear with a plain (white/gray) background and red text. In some cases, all columns associated with a logical warning check will be highlighted when there is a warning.

Need Assistance?

If you need assistance running the report, understanding the information in the report, or troubleshooting potential errors, please reach out to the ICA Missouri Helpdesk. Include the name and date of the BusinessObjects report as it appears in your BI Inbox in your request for assistance. Do not attach the report to any emails going to the helpdesk as the report contains personally identifying information and cannot be transmitted unless encrypted.