Site Summary Report

This report shows information about the site, the participants and their schedule, user training from current fiscal year, and site visits.

To Run the Report

  • Click on Reports from the main site dashboard. This will take you to the report selection screen.
  • On the report selection screen, select the category Recordkeeping Reports.
  • On the list of reports, click on the one titled Site Summary Report.
  • Select if you want to Include Manual Claims Worksheet.
  • Click the green Run Report button to generate a hyperlink.
  • Click on the Download Report hyperlink to download the report as a PDF.

Download Sample Report >

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