D003 LSA Client Data Clean Up

This report has a broad scope of data quality checks for errors related to clients served during the reporting period. This report needs to be run BY PROJECT for the most accurate review.

NOTE: This report is available only to those HMIS users with an additional Advanced Reporting Tool license

This guide provides basics details for this report only. If needed, please refer to How to View BusinessObjects Reports for a more detailed step-by-step instruction on how to use BusinessObjects.

Running the Report

Report Path in BusinessObjects

Folders

<Public Folders

<hmisncceh_live_folder

<HMIS@NCCEH Gallery

<D003 LSA Client Data Clean Up

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting Prompts

- Select Reporting Group: (do not fill this out - leave it as it appears)
- Select Provider(s): select a specific HMIS project
- Select CoC Code(s): (do not fill this out - leave it as it appears)
- Enter Start Date: the first day to be included in the report
- Select Program Type Code(s): (do not fill this out - leave it as it appears)
- EDA Provider: set as the same HMIS project as listed in Select Provider prompt
- Enter End Date (PLUS 1 Day): the last day of recorded data to be included in the report
- Enter effective date: the same date as "Enter End Date (PLUS 1 Day)"

RECOMMENDED: this report can be run with just one month of data, however, it would be ideal to run this for a one year reporting period for best results.

Using the Report

This report has 5 tabs.

SPECIAL NOTE FOR STREET OUTREACH: only clients with an accurate Date of Engagement will be included on this report! Recommend SO project run & correct the D001 Street Outreach DOE report prior to running this report.

The top of each tab includes a table (KEY) to decipher what error messages mean within that specific tab. Users should refer to this KEY to understand what the error is and how/where to resolve the issue in HMIS. (image below is an example KEY)

Fix These First!

This tab includes a table with one row per client entry into the project with a significant error. The errors on this tab significantly impact federal reporting and will impact the reset of this report. Users should follow the KEY to resolve issues on this tab before proceeding onto the next tabs.

Once action has been taken on all the clients appearing on the first tab, a new report should be run the day following the last corrections entered into HMIS. If the new report shows no clients or errors on this tab, the user can move onto the next tabs. If there are still errors, this tab will need to be addressed (and a new report run again the next day) until errors are resolved.

HUD UDE Detail

This tab includes a table with one row per client entry into the project with UDE error. The errors on this tab include relationship to head of household, disability errors, Client Location (CoC Code) errors, homeless history errors, and housing move in date errors &/or long stayers. Users should follow the KEY to resolve issues on this tab.

Client Detail

This tab includes a table with one row per client entry into the project. The errors on this tab are client demographics and descriptors. Users should follow the KEY to resolve issues on this tab.

NC UDE Income Detail

This tab includes a table with one row per client entry into the project. The errors on this tab include missing NC County of Service, DV errors, and Income errors. Users should follow the KEY to resolve issues on this tab.