Reports overview

Open Reports to choose information, filter the results and download a report. Reports uses one table builder. Select Category and Information, choose columns with Fields, add optional Filters, then select Run table.

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Before you start

Your role needs Reports read access to run and read a table. Downloads also need Reports Add permission. The information, fields and related record details you can use depend on your permissions for their source areas and the workspace’s enabled features. Report access does not grant access to every participant, note, payment or pay record.

Decide what one row should represent before choosing the information. For example, a shift, a worker assignment, a delivered support line and a payment are different records. Do not add totals from several reports without checking whether their underlying records overlap.

Choose the right information

Available categories include Participants, Workers, Shifts, Incidents, Tasks, Intake, Documents, Availability & leave, Billing, Payroll, Directory and Activity history. Your accessible choices appear in the picker.

Task	Starting choice
Review participant records or plan information	Participants, then People, Plans, Budget pools or the relevant agreement information
Review roster and delivered support	Shifts, then Shifts, Worker assignments, Participant attendance or Delivered supports
Review submitted narrative	Shifts, then Progress notes
Compare open charges with issued records	Billing, then the appropriate open-charge, issued-document or issued-line information
Inspect receipts separately from credit offsets	Billing, then Payments and recoveries or Credit allocations
Review current estimated pay	Payroll, then Current pay estimates, with one Monday-to-Sunday week
Review a frozen pay record	Payroll, then Finalised runs, Finalised pay segments or Finalised worker totals

Build your first table

1. Choose Category and Information. The first available selection starts with its default fields.
2. Open Fields and tick the columns you need. Search the grouped field list if it is long. You can select up to 50 columns; keep the table focused enough to read.
3. Open Filters when you need conditions. Availability and current payroll estimates require a date range and open the filter editor for it automatically. See Build and filter a report.
4. Select Run table and wait for the results. Read any warning or privacy omission before interpreting the rows. Check the table footer and page through the result.
5. Select a supported header to sort the whole matching result. Drag a header to rearrange the displayed columns. Sorting and column arrangement do not apply other unfinished filter changes.
6. When the displayed table matches your intended question, download CSV or a supported PDF.

Understand draft controls and displayed results

Changing a category, field or condition edits your next report. The last run stays visible with its original columns and scope until you run the new choices. A visible old table is not evidence that the new filter has run. Downloads are disabled while the draft differs from the displayed result.

No matching records means no records matched that authorised selection. An error or access restriction is a different outcome. Fix an incomplete condition, required date range or access issue and run again; do not interpret an error as zero activity.

Report boundaries

Reports reads records. Running or downloading a report does not approve shifts, issue invoices, change availability, finalise payroll or send a payment. Issued financial documents and finalised payroll use their saved history. Current pay estimates remain estimates until payroll is reviewed and finalised.

Automatic emailed report delivery is no longer available. Build and download the report when you need a copy.

Start with one office question

To find participants whose plan information needs follow-up, begin with Participants > People and include Participant, Status and the current plan dates. Run the table, then inspect blank plan values before drawing a conclusion; a blank is not a zero-dollar budget or proof that the person has no plan anywhere in their history.

For a payroll reconciliation, choose Payroll > Current pay estimates for one open Monday-to-Sunday week, or the finalised information for a frozen week. A participant People table and a pay estimate answer different questions. Keep only the fields needed for the office task and check one row’s meaning before summing anything.