Accessing Reports
From the main menu, click Reports.
You’ll see:
A sidebar with grouped report categories
A list of reports in the main view
Each report shows its category and access level (Free or Premium)
This layout makes it easy to browse reports or jump straight to what you need.
Service Delivery
Service Delivery reports focus on what’s happening in your roster and day-to-day operations. These are best suited for service managers, roster coordinators, and operational oversight.
Available reports include:
Shift Analytics: Analyse shift types, volumes, staff allocation, and client coverage
Difference in Hours: Compare utilisation differences over time
Historical Service Hours: Track weekly service delivery trends
Billable Tasks: View billable task hours by staff, client, and price code
Incident Report: Analyse incident trends and resolution metrics
Vacant Shifts: Identify unfilled shifts and prioritise coverage
AI Shift Cautions: Track AI-detected cautions, including severity and trends over time
Clients
Client reports help you understand your client base and individual client activity.
Demographics
View client demographics, status distribution, and funding breakdownsFull Client Report
Generate a detailed report for a single client, including shifts, tasks, and activity
Sites
Site reports provide visibility into performance and activity at a property level.
Site Overview
View high-level data across sitesRevenue Report
Track revenue linked to each siteAssociated
Understand relationships between sites, clients, and staff
Employees
Employee reports support workforce oversight and planning.
Demographics
View staff roles, distribution, and employment statusLeave Summary
Track leave requests, approval rates, and upcoming leave
Finance
Finance reports focus on claims, invoices, and financial performance.
Travel Claims
Analyse travel claim patterns and cost breakdownsInvoice Summary
Monitor invoice status, payment trends, and client breakdownsNDIA Claims
Track NDIA claim values, payment status, and trends.
If you’re on the free tier, some reports will be available immediately and others will prompt you to upgrade. This helps you keep the report list consistent across teams, while still controlling access to premium reporting.
