Reports

Click a report below to view. You can also filter the reports by name and type.

	Utilisation	Get a quick overview of your Participants' utilisation of their Services.
	Plans	See who does not have a current Plan and when Participant Plans will end.
	Participants Without Plan Manager	Find Participants with a current plan-managed service but no Plan Manager assigned.
	Participant Birthdays	View upcoming birthdays and who has a birthday today.
	Participant Alerts	View all current alerts for Participants.
	Participant Records	View all Participant records including those that are missing.
	Participant Goals	View all current goals for Participants.
	Participants Without Goals	View all Participants without goals.
	Participant Risks	View all current risks for Participants.
	Participants Without Risks	View all Participants without risks.
	Participant Documents	View all documents across all Participants.
	Participant Reminder Status	Support reminder status and mobile presence for each Participant.
	Address Map	View Participant addresses on a map.

	My Billable Hours	A detailed view on your billable and unbillable time over a date range.
	My Billables	A breakdown of your billable charges grouped by Charge Item.
	Team Billable Hours	Your team's billable and unbillable time over a date range.
	Team Billables	A breakdown of your team's billable charges grouped by Charge Item.
	User Records	View all Records for your team including those that are missing.
	Employment Contracts	View current Employment Contracts for your team, including users who are missing one.
	Capacity	See current capacity across your team based on assigned Services.
	My Capacity	See your current billable capacity based on Services assigned to you.
	Staff Birthdays	View upcoming staff birthdays and who has a birthday today.
	User Unavailability	Review staff unavailability to support efficient resource planning.
	Address Map	View Staff addresses on a map.

	Billable Charges	All billable charges within a selected time period.
	My Billable Charges	All billable charges that you have created within a selected time period.
	NDIA Errors	Charges submitted to the NDIA for payment that returned errors.
	Voided Charges	All voided charges within a selected time period.
	Staff Payments	Amounts payable to contractors within a selected time period.
	My Payments	Amounts paid to you as a contractor within a certain time period.
	Pay Groups	View all pay groups with their mapped pay items and assigned employees.

Site Records

	Tasks	View all Tasks for your team or for a Participant.
	Tasks without Notes	Tasks that do not have any associated Notes.
	Flagged Notes	Review notes flagged by checkers.

	Shifts	View all Shifts for your Support Workers.
	Shift Variance	Variance between planned start/end times and actual clock in/out.
	Shift Approvals Variance	Variance between scheduled values and what was approved for billing.
	Shift Clashes	Shifts that clash with other shifts or with leave periods.
	Clock Location Variance	Clock in/out events that happened too far from the participant's address.
	Supports	View all Supports for your Participants.
	Support Notes	View all support notes.
	Flagged Notes	Review notes flagged by checkers.
	Supports without Notes	Completed Supports that do not have any associated Notes.
	Support Cancellations	Supports that have been cancelled and the reason for cancellation.
	Support Tasks	View all support tasks.
	Recurring Shifts Expiring Soon	Recurring Shifts that are expiring soon.
	Public Holiday Supports	View all supports that are on a public holiday.
	Record Acknowledgements	View whether Support Workers have acknowledged required Participant record documents.
	Participant Incompatibilities	Review participant to support worker incompatibilities.
	Cost Code Assignments	View cost code assignment status across shifts, supports, and group supports.