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