Claim Summary and Disallowed Meals

This report displays the Site Claim Summary and Disallowed Meals Reports for each site.


To run this report:

  • From the main sponsor dashboard click on the green tab for Reports. This will take you to a screen to select the report category.
  • Select report category Claims Reports.
  • Click the hyperlink for the report titled Claim Summary and Disallowed Meals Report.
  • Select Date
  • Claim Type
  • Select Report Type
  • Select Program Type
  • Include Disallow?
  • Select Monitors
  • Selected Sites: choose from active and inactive sites
  • Additional Options:
    • Show Adjustments (see image below)
    • Show Expenses Summary
    • Show Milk Audit Summary
    • Show Disallowed
  • Click the green Run Report button.
  • Once the report has been generated, click the blue Download Report button.

Video Explanation

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