YHDP Services Billing Report

This guide provides instructions for running the YHDP Services Billing Report, interpreting the error codes and understanding the table summaries. The report is intended for use by MO BoS YHDP providers to support monthly expense submissions to funder.

Running the Report

Report Path

Folders
> Public Folder
    > missouri_live_folder
      > Funding-Specific Reports
        > YHDP
          >YHDP Services Billing Report

Recommended Export Format

Schedule to Microsoft Excel - Reports

Password Protecting Exports

Important! As this file contains housing, health and personal service transaction data for a vulnerable population, password-protecting all report exports before sharing is encouraged.

Setting the Prompts

Prompt	Instructions
Select Provider(s):	Select the project(s) for which you wish to run the report.
EDA Provider	If only one project is selected in "Select Project(s):" above, select the same project here. If more than one project is selected in "Select Project(s):" select one of the projects selected above.
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 11/1/2024-11/30/2024, the date entered in this box would be 11/1/2024.
Enter End Date Plus One	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 11/1/2024-11/30/2024, the date entered in this box would be 12/1/2024.

Using the Report

This report has six tabs:

Financial Summary: Tabulates costs of all services by service type and project.
YHDP Financial Services: Row level data for each YHDP service transaction with dollar amount entered into HMIS. Columns H-Q ("Project Label" to "Sage Reporting Guidance") can be copied and pasted into the "YHDP Expense Submission Table" for monthly invoicing.
All YHDP Services: Row level data for all YHDP service transactions, including transactions with no financial component like Case / Care Management.
Summary of Services by Billing Category: Tabulates counts of services according to Leasing, Rental Assistance and Supportive Services.
Summary of Services for Sage Reporting: Tabulates counts of services by Sage reporting guidance and Special Activities.
Additional Information: This tab contains information about the report that can be utilized by ICA Reporting Team to determine whether the report was run properly by the user. If you seek assistance with this report from ICA Reporting Team, please be prepared to read/send information off of this tab to the individual who assists you.

Data Quality Flags

Data quality flags appear on the "YHDP Financial Services" tab.

Data Element	Column	Explanation of Data Quality Flag
Client ID	E	Purple highlighting indicates that the service was not recorded on the Head of Household's record. This error should be avoided.
Service Description	P	Purple highlighting indicates that the service type not supported by the report was selected. It also displays the correct service type. These errors should be corrected.

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.