Income Change By Household Report

This report shows recorded changes in income. Income data is critical for general data quality and, for CoC-funded projects, accurate submissions for the System Performance Measures (SPMs) federal report. This Income Changes by Household 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

> Outcome Reports

> Income Change By Household Report

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting the Prompts

Prompt	Instructions
EDA Provider(s):	If only one project is selected in the "Select Provider:" prompt above, select the same project here.
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 10/1/2024-9/30/2025, the date entered in this box would be 10/1/2025.
Select Provider:	Select the project for which you wish to run the report.
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 10/1/2024-10/1/2025, the date entered in this box would be 10/1/2024.
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 10/1/2024-9/30/2025, the date entered in this box would be 10/1/2025.
Show Client Names?	This prompt is available to allow users to determine whether the report needs to show client names on the Detail tab. In general, this should be left "no" unless generating the report for the purpose of checking individual client information and names are necessary, in which case the prompt should be changed to "yes.

Using the Report

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

Important! If you included client names when you ran this report, then it contains Personally Identifiable Information (PII) and therefore cannot be emailed (even within agencies) unless encrypted, nor can it be shared outside of the agency.

Summary Tab

Shows the households enrolled in your project during the reporting period, the entry/exit dates, and the household income at project start, the latest recorded income or income recorded at exit, and the change in income from start to latest/exit.

Positive changes in income are highlighted green. Remember even a 1 cent increase counts as a positive outcome. Negative changes in income are highlighted red, and $0.00 indicates no change in income from project start to the most recently recorded income or income recorded at exit.

Please review the data on this tab to identify clients who may not have had their income recorded correctly, based on your knowledge of the client's change in income over the course of the project. If the record in HMIS does not match what you know to be true about the client's situation, then you will need to review their record to make changes. The Income HUD Verification - Using the Magnifying Glass Icon article provides more details about how to review and correct the client's income record.

Any change in income should be recorded as an Interim on the date the information was received by the user. Remember, there are 2 types of Interims: Update and Annual Assessment. Annual Assessments must be completed within the 30-day period before or after the client's project anniversary all other Interims that fall outside of that 60 day window should be recorded as an Update. Example: Client's project start date is 8/1/24. If the client was still enrolled in your project, there should be an Annual Assessment recorded sometime between 7/1/25-9/1/25. Any other interims for this client should be Updates.

What stands out as an error largely depends on the project type. Generally, we expect to see quicker and larger increases in income for clients enrolled in RRH projects versus PSH projects. Looking at the clients on this tab, any clients who have been opened more than 6 months to a year with no change in income warrants review. Often times, this could be a result of incorrectly recording income change. Additionally, any clients with a negative change in income warrant a review.

Client Detail Tab

Clients in bold text indicate they are the Head of Household (HoH); any remaining household members are listed below the HoH with the same Group ID. This tab also lists each clients' entry and exit dates.

Income Source Detail Tab

Shows clients documented as receiving income during the reporting period, their income source, income from each source at project start, the latest recorded income or income recorded at exit from each source, and the change in income from start to latest/exit for each source.

This is the other tab you'll want to focus on because the source of income is a very important detail. Does your client receive Social Security benefits? Disability? VA income? If they have received any of those benefits since last year, they received a Cost of Living Adjustment (COLA). Each year, the Social Security Administration increases the benefits individuals receive in order to keep pace with inflation. The Veteran's Administration also provides a COLA for some of its benefits. COLAs are effective each January, so if your client does receive one of those income sources and you have not updated their income this year, you are missing out on easy wins. You'll need to refer back to either the Summary or Client Detail Tab to get project start and exit dates. ICA's Income Cost of Living Adjustment (COLA) Report is designed to help you identify which clients have their COLAs reported in HMIS and who is receiving benefits that have a COLA but do not have one recorded in HMIS.

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.