Non-Profit Status Report

This report lists your claim amounts, reimbursement amounts, and any possible profits. This allows you to assess whether you meet non-profit status. You can print this report to PDF or to a spreadsheet.

Required Permissions: This report is available to independent centers only. You must have the Financial Reports permission enabled on your account to run the Non-Profit Status report. 

To run the report:

  1. From the menu to the left, click Reports.
  2. On the Reports page, select the following:
    • Category: Finance
    • Report Name: Non-Profit Status Report
    • Month: Select the month for which to run the report.
    • Format: Select PDF or Excel.
  3. Click Run. The report downloads in the format you selected.

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