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:
- From the menu to the left, click Reports.
- 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.
- Click Run. The report downloads in the format you selected.