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Reports

Find the data you need to strengthen and build your business.

Client Funding Report

If assigning budgets to Payers, use the Client Funding report to track claimed amounts and remaining balances on approved budgets for Clients.

Client Funding or NDIS needs to be enabled for this report to be displayed.

Reporting on Budget

1. Head to the Reports section.

2. Click Client Funding.

3. Select the relevant filters and click Generate.

The report will list all Clients and track their budget, claims and balance. Click on the Client’s name to display the breakdown amount per Category.

From there it is possible to export, print or email the report.

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