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
Include only sponsor-approved expenses
- 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