Reports Overview
Reports lets you build custom queries across your organisation's data, view the results in a table or chart, and export them as CSV or PDF. It is a flexible, self-service reporting tool — there are no pre-built templates. You choose the data source, pick columns, apply filters, and run the report on demand.
Where to find Reports
Reports is located in the main sidebar under Finance & Admin → Reports. Clicking it opens the Report Builder.
What you can report on
Reports pulls from eight data sources (called domains). The domains available to you depend on your role permissions. If you have access to a domain you will see it listed when you start a new report.
Domain | What it contains |
Staff | Staff profiles — position, branch, employment type, contact details |
Shifts | Roster shifts — times, status, roles, sites, assigned staff |
Shift Logs | Shift log entries — action, details, staff, site, timing |
Leave | Leave requests — type, status, date ranges |
Participants | Participant records — site, NDIS details, contacts |
Sites | Site locations — address, program, manager, counts |
Compliance | Staff certificates and compliance documents — expiry tracking |
NDIS Invoicing | NDIS claims, interactions, and service line items |
Each domain has its own set of columns (fields) you can include in your report.
High-level workflow
Choose a data source — select the domain you want to query.
Pick columns — choose which fields appear in your results.
Add filters (optional) — narrow the data by adding conditions.
Set options (optional) — choose a sort order and group-by columns.
Run the report — view results in a table or chart.
Export (optional) — download as CSV or PDF.
Shareable URLs
Every report configuration is saved into the page URL. You can copy the URL from your browser and share it with a colleague — when they open it, the same domain, columns, filters, and sort order will be restored automatically and the report will run.