Run Reports

Step 5: Run Reports

The majority of reports are contained in site-level reports. Sponsor-level reports are those that aggregate data across multiple sites.

Sponsor-Level Reports

• Expired/Missing HIEF
• Pending HIEF Report
• Income Certification Address Logging

Site-Level Reports

• Ethnicity/Racial Report
• Household Report
• Duplicate Case Number Report
• Missing Forms Report
• Site Summary Report

To run a sponsor-level report:

• Login as a sponsor admin user.
• Click on “Reports”.
• Select "Income and Enrollment Forms" from the report type drop-down menu.
• Then select the specific report that you would like to run and follow the prompts.

To run a site-level report:

• Login as a sponsor admin user.
• Click on "Sites" and select the site you would like to run the report for.
  
• Click on “Reports”.
• Select "Participant Reports" or "Recordkeeping Reports" from the report type drop-down menu.
• Then select the specific report that you would like to run and follow the prompts.