Claim Summary [Report - Site Version]
This report contains all the data for a claim. It is used by sponsors to file their claim with their state agency.
A few important notes about this report:
- It cannot be run until a claim is processed
- The claim estimates will depend on the reimbursement calculation method selected in Sponsor Setup. If you have selected "Blended Per Meal" then you will not see the breakdown of Free/Reduced/Paid by meal type, just a total payable meals.
- The count of Free/Reduced/Paid or Tier I/Tier II participants will match the Participant Report and is calculated based on the FRP Classification Method selected in Sponsor Setup.
- You have the option to add on additional information:
- Adjustments from manual claim adjustments
- Expense summary (except for Family Child Care Homes)
- Milk audit summary (except for Family Child Care Homes)
- Disallowed meals summary*
*The disallowed meals summary includes only meals with errors and does not include meals that are over the claim limit or meals recorded for non-CACFP participants.
To run this report:
- Click on Reports from the main site dashboard. This will take you to a report category selection screen.
- On the report selection screen, select the category Claims Reports.
- Scroll to the Claims Reports subcategory
- Click the hyperlink for the Claim Summary Report.
- Select the claim month/year.
- Select from the following options:
- Show Adjustments
- Show Expenses Summary
Include only sponsor-approved expenses
- Show Milk Audit Summary
Show Disallowed
- Do Not Display Sponsor Allocation of Claim Funds in Claim Summary Report
- Click green Run Report button.
- Click the Download Report hyperlink.
