Provider Reports for Sponsors

The following Provider reports are available. This list is not comprehensive. To access these reports, click the Reports menu, select Providers, and then select the appropriate report.

  • CA Change Request - This report is specific for California Sponsors, or sponsors that operate in California along with other states.

    Sample Report

  • Provider Calendar Report - This report prints a provider's calendar.

  • Provider File Change Report - This report lists any changes made to a provider's file. 

  • Provider Info Summary List Report - This report lists providers with certain key information, such as meal times and basic licensing information.

  • Provider License Expiration - This report lists all providers whose licenses/registrations/certifications expire within the date range you specify when printing the report. It specifically examines the license end date as found in the Provider Information Licensing tab.

  • Provider List Export File - This is a customizable report option.  Use the filters to narrow down which providers you want on the report, as well as which fields you want to see on the report.  This report will always export in an excel/csv format.

    Sample Report

  • Provider Mailing Labels - This works the same as the Provider List Export File, only it generates provider mailing addresses in the Avery 5160 format.

  • Provider Message Export File - This is a CSV list of provider messages.

  • Provider Messages Mailing Labels - This works the same as the Provider List Export File, only it generates provider mailing addresses in the Avery 5160 format.

  • Provider Racial Count Summary -  This report provides counts of active providers, broken down by race. This is useful when preparing your annual management plan in compliance with state regulations.

    Sample Report

  • Provider Training Period Report - This report lists all providers who are currently in training. These are the first months of claiming when you allow them to serve menus that don't meet USDA guidelines and still get paid for their meals.  Use the Provider Filter to narrow down which providers you want to view on this report.

    Sample Report

  • Providers Changing Tiers Report -  This report lists all providers going from Tier 1 to Tier 2 in a specified date range. It also analyzes Tier end dates for income, school, and census qualifying information to determine whether a provider should be listed on this report. Providers who lose Tier 1 by income, but keep Tier 1 by school or census and have their own children enrolled, are also listed.

  • Providers Removed Report - This report lists all providers who have a removal date within the date range you specify. It also includes the reason for removal.

  • Providers Added Report - This report lists all providers who have been added to the system in the date range you specify. It examines the original CACFP start date listed in the Provider Information General tab.

    Sample Report

  • Serious Deficiency Detail -  This report lists serious deficiency details for your providers. This is the same information included in the Serious Deficiency List window. 

  • Serious Deficiency Export File - This is a CSV list of serious deficiency information.

  • Serious Deficiency List - This report lists all of the events associated with your providers' serious deficiencies.

  • Tier 1 Qualifying Providers Report - This report lists all providers who are Tier 1. You can filter it to list only those providers who qualify for specific reasons (school, income, or census).