Income DQ Report

This report checks data quality for the income subassessment information, as well as how the income subassessment data relate to the main Income from Any Source question. Income data is critical for general data quality and for, for CoC-funded projects, accurate submissions for the System Performance Measures (SPMs) federal report. This Income DQ Report can be used to help your agency monitor your data quality on these data elements.

Running the Report

Report Path

Folders
> Public Folder
> missouri_live_folder
> Data Quality and Completeness Reports
> Income DQ Report

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting the Prompts

Prompt	Instructions
Select Provider(s):	Select the project(s) for which you wish to run the report. Note: If this prompt is completed, the "Select Reporting Group" prompt must be left to "none selected" or left incomplete (blank).
Select Reporting Group(s):	Select the reporting group(s) for which you wish to run the report. Note: If this prompt is completed, the "Select Provider(s):" prompt must be left incomplete (blank).
Select Program Type(s):	This has been set to the program types included in federal reports. It generally should not be changed unless advised by an ICA team member.
Select CoC(s):	This prompt is for use by ICA System Administrators only. Leave blank or set to "none selected."
EDA Provider	If only one project is selected in the "Select Provider(s):" prompt above, select the same project here. If more than one project is selected in the "Select Provider(s):" prompt or if a reporting group has been selected in "Select Reporting Group:" prompt, then select one of the projects within the selected projects or reporting group.
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.
Enter 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.
Enter 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 Entry Exit Type(s):	This prompt is for use by ICA System Administrators only. Leave set as default.

Using the Report

This report has 5 tabs, each serving a specific purpose.

Summary

There are three tables on this tab showing the number and percent of income errors at project start, annual assessments, and project exit. The error types are:

YN: The number of entries where the main Income from Any Source question is anything but Yes or No.
Incomplete Records: The number of entries where there is at least one income record missing (e.g., no record for 'SSI") or the Receiving Income Source question is 'Data not collected'.
Duplicate Records: The number of entries where there is at least one income source with multiple active records. For example, if there are two records for Earned Income with start and end dates that overlap.
Compatibility: The number of entries where there is inconsistency between the main Income from Any Source question and the subassesment information. That is if Income from Any Source is Yes, but there are no income subassessment records where Receiving Income Source is Yes OR if Income from Any Source is No, but there is at least one income subassessment record where Receiving Income Source is Yes.
Reporting Range (for Annual Assessments only): The number of annual assessments where the timing is outside of the annual assessment window (30 days +/- the anniversary date of the head of household).

Any error type with a % Error Rate > 5% will be highlighted red.

Project Start Income Errors

This tab shows any project start that has at least one of these error types. The table is filtered to only show adults or heads of households.

Column	Explanation	What to do
Client ID ##	The client's ServicePoint ID. The column header shows the deduplicated count of clients in the table.	N/A
EE ID ##	The ID associated with the specific entry. The column header shows the deduplicated count of entries in the table.	N/A
EE Provider ID	Provider client was enrolled into.	N/A
Entry Date	Client's date of enrollment into the project.	N/A
Exit Date	Client's exit date from the project, if they have exited.	N/A
Any Inc YN	The response to the main Income from Any Source question. Responses are abbreviated to: Y (Yes); N (No); DK (Client doesn't know); R (Client refused); DNC (Data not collected); Msng (null).	Ensure this is correct and filled out with Y or N if possible.
Source YN	The response to the Receiving Income Source question for each income subassessment record. Responses are abbreviated to: Y (Yes); N (No); DK (Client doesn't know); R (Client refused); DNC (Data not collected); Msng (null).	Ensure this is correct and filled out with Y or N if possible.
Income Source	The income source for the income subassessment record.	N/A
Source Start	The start date for the income subassessment record.	N/A
Source End	The end date for the income subassessment record.	N/A
Amount	The amount, if present, for the income subassessment record.	N/A
Error Type: YN	If the main Income from Any Source question is anything but Yes or No. Responses are abbreviated to: DKR (Client doesn't know/Client refused; DNC (Data not collected); Msng (null).	Fill out if missing.
Error Type: Incomplete Records	The total number of incomplete income subassessment records within this project start. This value can be up to 15. Incomplete can mean the income record is completely missing, or that the Receiving Income Source question is marked 'Data not collected'.	Fill out missing subassessment records.
Error Type: Duplicate Records	The total number of income source types that have more than one active subassessment record. This value can be up to 15. For example, if there are two records for Earned Income with start and end dates that overlap. If there are three active records for Earned Income, that only counts as one duplicate record type.	Resolve duplicate income records. This may involve deleting duplicate records or end dating old records.
Error Type: Compatibility	If there is an inconsistency between the main Income from Any Source question and the subassesment information. Yes YN, but no Y income sources: if Income from Any Source is Yes, but there are no income subassessment records where Receiving Income Source is Yes No YN, but at least 1 Y income source: if Income from Any Source is No, but there is at least one income subassessment record where Receiving Income Source is Yes.	Verify what is accurate for the client at project start. Either update the main Income from Any Source question or update subassessment records (e.g., by end dating old records and recording new information) to be compatible.

Annual Assessment Income Errors

This tab shows any annual assessment that has at least one of these error types. The table is filtered to only show adults or heads of households who have stayed in the project for at least 335 days (within the window for annual assessment).

Column	Explanation	What to do
Client ID ##	The client's ServicePoint ID. The column header shows the deduplicated count of clients in the table.	N/A
EE ID ##	The ID associated with the specific entry. The column header shows the deduplicated count of entries in the table.	N/A
Review Date	The date of the annual assessment.	N/A
EE Provider ID	Provider client was enrolled into.	N/A
Entry Date	Client's date of enrollment into the project.	N/A
Exit Date	Client's exit date from the project, if they have exited.	N/A
Any Inc YN	The response to the main Income from Any Source question. Responses are abbreviated to: Y (Yes); N (No); DK (Client doesn't know); R (Client refused); DNC (Data not collected); Msng (null).	Ensure this is correct and filled out with Y or N if possible.
Source YN	The response to the Receiving Income Source question for each income subassessment record. Responses are abbreviated to: Y (Yes); N (No); DK (Client doesn't know); R (Client refused); DNC (Data not collected); Msng (null).	Ensure this is correct and filled out with Y or N if possible.
Income Source	The income source for the income subassessment record.	N/A
Source Start	The start date for the income subassessment record.	N/A
Source End	The end date for the income subassessment record.	N/A
Amount	The amount, if present, for the income subassessment record.	N/A
Error Type: YN	If the main Income from Any Source question is anything but Yes or No. Responses are abbreviated to: DKR (Client doesn't know/Client refused; DNC (Data not collected); Msng (null).	Fill out if missing.
Error Type: Incomplete Records	The total number of incomplete income subassessment records within this project start. This value can be up to 15. Incomplete can mean the income record is completely missing, or that the Receiving Income Source question is marked 'Data not collected'.	Fill out missing subassessment records.
Error Type: Duplicate Records	The total number of income source types that have more than one active subassessment record. This value can be up to 15. For example, if there are two records for Earned Income with start and end dates that overlap. If there are three active records for Earned Income, that only counts as one duplicate record type.	Resolve duplicate income records. This may involve deleting duplicate records or end dating old records.
Error Type: Compatibility	If there is an inconsistency between the main Income from Any Source question and the subassesment information. Yes YN, but no Y income sources: if Income from Any Source is Yes, but there are no income subassessment records where Receiving Income Source is Yes No YN, but at least 1 Y income source: if Income from Any Source is No, but there is at least one income subassessment record where Receiving Income Source is Yes.	Verify what is accurate for the client at project start. Either update the main Income from Any Source question or update subassessment records (e.g., by end dating old records and recording new information) to be compatible.
Error Type: Reporting Range	Whether, and what type, of error there is in the date the annual assessment was recorded.	Adjust, if possible, the date of the annual assessment so it falls within the appropriate time window.

Project Exit Income Errors

This tab shows any project exit that has at least one of these error types. The table is filtered to only show adults or heads of households who have exited during the reporting period.

Column	Explanation	What to do
Client ID ##	The client's ServicePoint ID. The column header shows the deduplicated count of clients in the table.	N/A
EE ID ##	The ID associated with the specific entry. The column header shows the deduplicated count of entries in the table.	N/A
EE Provider ID	Provider client was enrolled into.	N/A
Entry Date	Client's date of enrollment into the project.	N/A
Exit Date	Client's exit date from the project, if they have exited.	N/A
Any Inc YN	The response to the main Income from Any Source question. Responses are abbreviated to: Y (Yes); N (No); DK (Client doesn't know); R (Client refused); DNC (Data not collected); Msng (null).	Ensure this is correct and filled out with Y or N if possible.
Source YN	The response to the Receiving Income Source question for each income subassessment record. Responses are abbreviated to: Y (Yes); N (No); DK (Client doesn't know); R (Client refused); DNC (Data not collected); Msng (null).	Ensure this is correct and filled out with Y or N if possible.
Income Source	The income source for the income subassessment record.	N/A
Source Start	The start date for the income subassessment record.	N/A
Source End	The end date for the income subassessment record.	N/A
Amount	The amount, if present, for the income subassessment record.	N/A
Error Type: YN	If the main Income from Any Source question is anything but Yes or No. Responses are abbreviated to: DKR (Client doesn't know/Client refused; DNC (Data not collected); Msng (null).	Fill out if missing.
Error Type: Incomplete Records	The total number of incomplete income subassessment records within this project start. This value can be up to 15. Incomplete can mean the income record is completely missing, or that the Receiving Income Source question is marked 'Data not collected'.	Fill out missing subassessment records.
Error Type: Duplicate Records	The total number of income source types that have more than one active subassessment record. This value can be up to 15. For example, if there are two records for Earned Income with start and end dates that overlap. If there are three active records for Earned Income, that only counts as one duplicate record type.	Resolve duplicate income records. This may involve deleting duplicate records or end dating old records.
Error Type: Compatibility	If there is an inconsistency between the main Income from Any Source question and the subassesment information. Yes YN, but no Y income sources: if Income from Any Source is Yes, but there are no income subassessment records where Receiving Income Source is Yes No YN, but at least 1 Y income source: if Income from Any Source is No, but there is at least one income subassessment record where Receiving Income Source is Yes.	Verify what is accurate for the client at project start. Either update the main Income from Any Source question or update subassessment records (e.g., by end dating old records and recording new information) to be compatible.

Additional Information

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.

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.