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Reports Section

From the Home Page you can generate reports.  The Home Page also displays the last reports run with date. To view these reports just click the  button.

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Generating a Report

  1. To generate a report click the “GENERATE…” link within the “REPORTS” section on the left-hand side menu.  You can also click the “Generate Report” button from the Home Page. 
  2. Pick a report type from the “Reports” field.
  3. Pick a site from the “Site” dropdown menu.
  4. Pick a WIC Authority from the “WIC Authority” dropdown menu.
  5. Select from the calendar the “Creation Date From/To”.
  6. Click the “Generate PDF File”.
  7. In the upper right-hand corner you will see a message “The report is being constructed” and a status of “Pending” in the “Status” column.  Click the  button to refresh.
  8. When the report is ready the “Status” column will display “Completed”.  Click the “Download” button.

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Types of Reports Available

From the “Generate…” page you can run the following reports:

  • WIC Claim Files Status Report: This report shows the list of the Claim Files generated for a Site.  The report shows the Claim Files pending reconciliation or reconciled.
  • Daily Transaction Report: This report shows the detail of the claimed transaction.
  • WIC UPC/PLU Report: This report displays the content of the APL file.
  • WIC HCL Report: This report displays the content of the HCL file.
  • Base Products Report: This report lists the items that are defined by the Store.
  • Unclaimed WIC Sales Report: This report shows the transactions that have not been claimed at their respective WIC Authority.
  • WIC Settlement Report: This report shows the detail of the claimed transaction.
  • WIC Products Report: This report lists the products approved by WIC together with products defined by the Store.

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WIC Claim File Status Report

The WIC Claim File Status Report will display:

  • Claim File: The name of the Claim File.
  • Status: Current status of the Claim File.
  • Amount Claimed: Sum of amounts claimed in the transactions relating to the Claim File.
  • Amount Paid: Sum of amounts paid on transactions related to the Claim File plus the sum of adjusted amounts.
  • Reconciliation Date: Date the Claim File was reconciled.
  • Creation Date: Date the Claim File was created.
  • Total amount claimed: Sum of the amount claimed to the WIC Authority.
  • Total amount paid: Sum of the amount paid by the WIC Authority.

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Daily Transactions Report

The Daily Transactions Report will display:

  • Terminal #: Terminal Id from which the transaction was conducted.
  • Trace Audit #: Trace Audit Number of the transaction.
  • PAN: Last 4 digits of the PAN.
  • Transaction Date: Date of the transaction.
  • UPC PLU: UPC/PLU Code of the items within the transaction.
  • Item Description: Description of the items within the transaction.
  • Quantity: Number of items purchased.
  • Amount: Number of items purchased times the item price.
  • # of Transactions: Number of transactions for the Cashier / Transaction Date.
  • Total Amount: The total summed amount for the Cashier / Transaction Date.

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WIC UPC/PLU Report

The WIC UPC/PLU Report will display:

  • CAT.: Category code.
  • Subcat.: Subcategory code.
  • UPC/PLU: UPC/PLU code.
  • Item Description: Description of the items within the transaction.
  • Ben. Qty: The benefits quantity.
  • Ben. Unit: The benefits unit of measure.
  • Pkg Size: Size of the package.

Here's how to generate the WIC UPC/PLU Report:

  1. Log into the MobiWIC website.
  2. Select "Generate" below the section titled "Reports".
  3. Select report, " WIC UPC/PLU Report".


     
  4. Select "Ohio WIC" as the WSA.  Click the "Generate Report" button. Allow the website a minute or so to generate the report.


     

  5. Select Download and Open the report.

 

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WIC HCL Report

The WIC HCL Report will display:

  • PAN
  • Message Reason Code
  • Effective Date

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Base Products Report

The Base Products Report will display:

  • Item #
  • Description
  • Department
  • Item Price
  • Active: Yes or No

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Unclaimed WIC Sales Report

The Unclaimed WIC Sales Report will display:

  • Terminal #
  • Trace Audit #
  • PAN
  • Transaction Date
  • Cashier #
  • UPC PLU
  • Item Description
  • Quantity
  • Amount

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WIC Settlement Report

The WIC Settlement Report will display:

  • Claim File
  • Claim Date
  • Creation Date
  • Status
  • Process Date
  • Purchase Count
  • Amount Claimed
  • Adjustment Amount Amount Paid

 

Note

For any adjustments the WIC Settlement Report will display the details of the transaction. From here you can see what items were adjusted and how much was claimed versus paid.

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WIC Products Report

The WIC Products Report will display:

  • Item #
  • Item Description
  • Price
  • APL Item Description
  • Max Price
  • Category Code/Desc.
  • Subcategory Code/Desc.
  • Ben. Qty
  • Pkg Size

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