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C-22 · IDIS Reporting

Book C — Daily User Guide · Part 7 Reporting · draft v1 (2026-08-29)

Who: program managers / IDIS data-entry staff When: when an activity is set up or completed in HUD's IDIS, and at program-year roll-up. Where: project window ▸ DATA TRACKING ▸ IDIS button (opens the IDIS – ‹name› window); Report Center ▸ Load Report ▸ IDIS presets. 📷 C22-01

C22-01-idis-entry-sheet.png

What you'll end up with

An IDIS Entry Sheet for the project — every IDIS field in IDIS order, with the HousingOS value beside it and a colour showing whether it is complete — a program-year roll-up per funding source, a CSV matching the IDIS layout, and the IDIS Project/Activity IDs stored on the project.

Part A — Fill the data IDIS needs

  1. Most IDIS values come from work you've already done: applicant and household (▸ C-5), income category and % of median (▸ C-6 — IDIS uses the true median figure), race/ethnicity and household type (DATA TRACKING tab, ▸ C-8), property and after-rehab value (▸ C-9), environmental (▸ C-10), the IDIS Tracking boxes on Project Management (Energy Star, Substandard→Standard, 504 accessible, Section 3 — ▸ C-13), contracts and disbursements (▸ C-14), and completion dates.
  2. The IDIS Statistics block [Form_IDISStatistics] holds the few IDIS-only fields (HOME-only fields appear when the funding source is HOME). Matrix code and national objective come from your program's defaults (▸ B-12).

Part B — The entry sheet

  1. Click IDIS on DATA TRACKING. The IDIS Entry Sheet opens with counters — N missing · N errors · N to confirm — and a legend (direct · derived · config/constant). The first section, Fix in HousingOS before keying IDIS, lists each problem with its IDIS screen/field code (e.g. I311 MSG007 Race of head of household — Required) and what to do; the rest is the sheet in IDIS order. Fix items on their own tabs and click Refresh.
  2. Enter the IDIS Project ID and IDIS Activity ID once IDIS assigns them and click Save IDs ("IDIS Project ID must be a number (or blank)."). They print on later sheets and reports.
  3. Print the sheet for the IDIS data-entry person, Open in Browser for a full-size view, or Export CSV ("Open the IDIS sheet from a project to export its CSV." — export is per project). 📷 C22-01 IDIS entry sheet with colours.

Part C — Program-year roll-up

  1. Program-year roll-up — pick the Funding Source (CDBG / HOME …) and Year at the foot of the window and the sheet becomes the year's activity list with totals; the same Print / Export apply. The Report Center's IDIS Export – CDBG / – HOME presets produce the year's spreadsheet with the IDIS column set (▸ C-21).

Watch-outs

  • Amber means HousingOS guessed (e.g. household type from member relationships) — check it against the file before entering in IDIS.
  • HOME vs CDBG show different fields; pick the right funding source on the project before reading the sheet.
  • IDs are per project — don't reuse an activity ID across projects.

Screenshot shot list

Shot What
C22-01 ✅ have it
C22-02 Roll-up for a funding source/year

Open items for John

  • answered 08-29.