Site Summary Report (Sponsor 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 the Reports tab from the main sponsor dashboard.
  • Select the category "Monitoring and Training".
  • Click the hyperlink for the report titled "Site Summary Report".
  • Select Site(s): choose from specific or select all.
  • Select City(s): choose from specific or select all.
  • Select Claim Type
    • Manual Claims Only
    • Online Claims Only
    • All
  • Select if you want to Include Manual Claims Worksheet.
  • Select if you Do Not Include Participants.
  • Click the green Run Report button to create a hyperlink.
  • Click the Download Report hyperlink to download the report in spreadsheet format.


Download Sample Report >

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