Site Summary Report (Site Version)

The Site Summary Report is a comprehensive report of all the information about a site, including information about their facility license, claim history, enrolled participants and training participation.


The Site Summary Report is often used by field monitors to prepare for a monitoring visit.

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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