Financial Report Summary

The Financial Report Summary function allows State users to quickly and efficiently view a summary of the Financial Reports. This menu option is available ONLY to authorized State users.

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Financial Report Summary. The Financial Report Summary screen displays.

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Financial Report Summary. The Financial Report Summary screen displays.

3. Under Count, select the on-screen report summary you wish to view.

4. Select the <Back button to return to the previous page.

TIP: Selecting the Sponsor ID will take the user to the respective Sponsor’s Financial Report list screen.

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Financial Report Summary. The Financial Report Summary screen displays.

3. Under Count, select the on-screen report summary you wish to view.

4. Check the boxes next to each Sponsor to include in the email distribution -OR- select “Select All” to select all Sponsors displayed.

5. Select Generate Email.

6. In a new window, your desktop will open your email software to a new blank email page. The Child Nutrition Director email addresses for the selected Sponsors appears in the “bcc:” field.

7. Enter the email text and/or attach a letter. Through your email software, you can now send the email notification.

Note: Your screen will remain active until the system times out (i.e., 20 minutes). If developing your email takes longer than 20 minutes, you will need to re-login to the system.

TIP: If you would like to send an email to a specific Sponsor regarding their Financial Report, you can select only the respective Sponsor’s email address. In a new window, your desktop will take you to your email software, with the selected email address populated in the “To:” field.