We’ve released 11 new reports designed to give providers clearer visibility across clients, staff, finances, service delivery, and compliance. These reports are built to support better decision-making, reduce blind spots, and replace manual tracking with structured, reliable insights.
Together, they provide a consolidated view of how your organisation is performing, where risk may be emerging, and where operational adjustments are needed.
Client Reports
The Client Demographics Report gives a high-level snapshot of your client base, showing active versus inactive clients and a clear breakdown of funding types, including NDIS, HCP, and Private services.
The Service Hours by Client Comparison report highlights changes in service delivery over time. By sorting on the biggest gains or losses in hours, providers can quickly identify which clients have had significant increases or reductions in support, supporting proactive reviews and planning conversations.
Staff and Operations Reports
The Staff Overview Report provides insight into your workforce structure. It tracks staff status, such as active or on leave, and presents role distribution and age demographics to support workforce planning.
The Staff Leave Summary centralises leave data, showing total leave requested, approved, and rejected. Trends can be viewed by month, and common leave types are highlighted to help managers anticipate staffing impacts.
The Travel Claims Analytics report focuses on staff travel, separating travel with clients from travel between clients. It calculates total distances and estimated costs using your configured kilometre rates, giving visibility into travel-related expenses.
Example from the report:
Financial and Billing Reports
The Weekly Billable Task Report provides a practical financial health view of your operations. It tracks billable versus non-billable hours, task completion, and estimated revenue, with breakdowns by client, staff member, and price code. This helps teams understand where time is being spent and how it translates into revenue.
Example from the report:
The Invoice Summary Report offers a clear view of invoicing activity. It tracks total invoice values, shows paid versus outstanding amounts, and distinguishes between bulk-generated and individually created invoices, making it easier to manage cash flow and follow-ups.
For NDIS providers, the NDIA Claims Summary report tracks the full lifecycle of claims. It monitors total claim values and clearly separates paid and unpaid claims across different statuses, including submitted, approved, and rejected, helping finance teams stay on top of claiming outcomes.
Service Delivery and Compliance
The Service Delivery Metrics report tracks total hours delivered across the organisation on a day-by-day basis. With long-term trend views extending up to 52 weeks, it supports capacity planning and growth analysis.
Example from the report:
The Vacant Shift Report identifies unfilled shifts across clients and services. It helps coordinators quickly spot gaps in service delivery and take action before care is impacted.
The Incident Analytics Report supports compliance and risk management by tracking incidents by priority and status. It highlights recurring categories and shows resolution trends over time, helping organisations monitor safety performance and follow-through.
This reporting release replaces fragmented spreadsheets and manual reviews with structured, real-time insights, giving providers a clearer, more confident view of how their organisation is operating.