Note: all reports that are used to make payments, Effective Date and Financial periods should be used to determine the Date Range.

Effective dates are linked to Financial Periods, so when you choose a Financial Period, always be sure to select the Effective Date option under Date Type

For all reports that are used to make payments, the template will need to exclude Noncompliant items. Thus, always select the Complaint option under the Options list on Reports. See below screenshot:

Take note that there is a new “Production Status” option under the Production Reports. When you want to download Production reports that indicate payments for previous months, make sure you choose the Finalized option as well as Compliant.