Reports

Review your organisation's overall work flow with the assistance of a selection of tailor-made reports.

14 articles in this collection
Written by Ian Deshays

Aggregate Report

Written by Ian Deshays
Updated over a week ago

Activity Report

Activity report allow you view or download shift activity within your account for a given time period.

Written by Ian Deshays
Updated over a week ago

Geolocation

This report helps you to allocate staff and clients based on their address

Written by Ian Deshays
Updated over a week ago

Billing report

Billing report gives you an overview of billable services over a given time period.

Written by Ian Deshays
Updated over a week ago

Payment Report

This is a legacy page that is available on old dashboard view only

Written by Ian Deshays
Updated over a week ago

Receivable - Area Report

This is a legacy page that is available on old dashboard view only

Written by Ian Deshays
Updated over a week ago

Receivable - Client Report

This is a legacy page that is available on old dashboard view only

Written by Ian Deshays
Updated over a week ago

Performance Report

Written by Ian Deshays
Updated over a week ago

Exception Report

Written by Ian Deshays
Updated over a week ago

Timesheet Reports

How to access, download and print Timesheet Reports. Very useful for Payroll and determining total hours for staff rosters.

Written by Ian Deshays
Updated over a week ago

KPI

The KPI (Key Performance Indicator) report provides an overview of the status of all staff documents based on expiration dates

Written by Ian Deshays
Updated over a week ago

Compliance Report

The compliance report allows you to monitor when certificates and other worker related training documents will expire.

Written by Ian Deshays
Updated over a week ago

Download progress notes (Events Report)

Download progress notes or case notes or view progress notes or case notes

Written by Ian Deshays
Updated over a week ago

Trouble Shooting

How can I export reports?

Written by Ian Deshays
Updated over a week ago