Reports

Reports let you monitor and analyse your data across Astalty. Every report in the Reports menu is listed here in the same groups the product uses, with a link to its guide.

Finding a Report

From the left-hand menu, select Reports.
Click a report to open it.

To narrow the list:

Search reports matches a report's name, its description, and common alternative names. For example, searching sleepover finds Active Overnights.
The tabs show All Reports, your Favourites, and one tab for each group you can see.
Click the star next to a report to add it to Favourites.

Who Can Use Reports

Admins, Managers and Team Members can open the Reports menu. Support Workers have no access to Reports.

The menu lists only the reports you can open. Each report has its own permission and feature requirements, and a group appears only when you can open at least one report in it. If a report is missing from your menu, check its guide page for who can see it.

Participants

Shown when you can view Participants, either all of them or the ones assigned to you.

Report	What it shows
Utilisation	A quick overview of your Participants' utilisation of their Services.
Plans	Who does not have a current Plan, and when Participant Plans will end.
Participants Without Plan Manager	Participants with a current plan-managed service but no Plan Manager assigned.
Participants With Plan Manager	Participants with a current plan-managed service and a Plan Manager assigned.
Participant Birthdays	Upcoming birthdays, who has a birthday today, and everyone with a birthday in a chosen month.
Participant Alerts	All current alerts for Participants.
Participant Records	All Participant records, including those that are missing.
Participant Goals	All current goals for Participants.
Participants Without Goals	All Participants without goals.
Participant Risks	All current risks for Participants.
Participants Without Risks	All Participants without risks.
Participants Without Tasks	Active Participants with no task dated in a chosen period.
Participants by Diagnosis	Participants grouped by their primary and secondary diagnosis.
Participant Documents	All documents across all Participants.
Support History	For a chosen Participant, every Support Worker who has supported them, how many visits they have had, and when they last visited.
Participant Retention	Participant entries, exits and retention, month by month.
Participant Reminder Status	Reminder status and mobile presence for each Participant.
Address Map	Participant addresses on a map.

Referrals

Shown to Admins on Astalty Premium.

Report	What it shows
Referral Conversion	Referral volume, and how many convert to Accepted or Completed, month by month.

Team

Shown to Admins, Managers and Team Members.

Report	What it shows
My Billable Hours	A detailed view of your billable and unbillable Task time over a date range.
My Billables	A breakdown of your billable charges, grouped by Charge Item.
Team Billable Hours	Your team's billable and unbillable Task time over a date range.
Team Billables	A breakdown of your team's billable charges, grouped by Charge Item.
User Records	All Records for your team, including those that are missing.
Qualifications Compliance	Workers with unmet required Qualifications, and why they are unmet.
Worker Skills	The Skills held by each worker across your team.
Years of Experience	Years in the sector and years of service for each team member.
Staff Retention	Team member starts, exits and retention, month by month.
Employment Details	Current Employment Details for your team, including users who are missing them.
Capacity	Current capacity across your team, based on assigned Services.
My Capacity	Your current billable capacity, based on the Services assigned to you.
Staff Birthdays	Upcoming staff birthdays, who has a birthday today, and every staff member with a birthday in a chosen month.
User Unavailability	Staff unavailability, to support resource planning.
Address Map	Staff addresses on a map.

Finance

Shown when you have Finance access, which Admins and Managers have unless it has been turned off for them. It is also shown to users who can view My Billable Charges, and to contractors when Staff Payments is turned on.

Report	What it shows
Aged Receivables	Outstanding invoice amounts as at a chosen date, broken down by payee into due-date ageing buckets.
Billable Charges	All billable charges within a selected time period.
My Billable Charges	Billable charges on Tasks assigned to you within a selected time period.
NDIA Errors	Charges submitted to the NDIA for payment that returned errors.
Voided Charges	All voided charges within a selected time period.
Staff Payments	Amounts payable to contractors within a selected time period.
My Payments	Amounts paid to you as a contractor within a selected time period.
Pay Groups	All pay groups, with their mapped pay items and assigned employees.

Sites

Shown with the Scheduling add-on to users who can view Site Records: Admins for all Sites, and Managers for the Sites they manage.

Report	What it shows
Site Records	All Site records, including those that are missing.

Tasks

Shown to Admins, Managers and Team Members on the Professional plan and above.

Report	What it shows
Tasks	All Tasks for your team or for a Participant.
Tasks without Notes	Tasks that do not have any associated Notes.
Flagged Notes	Notes flagged by checkers, for review.

Scheduling

Shown when your organisation has the Scheduling add-on. Most Scheduling reports are shown to Admins, and to Managers when Can access Scheduling is turned on for them.

Report	What it shows
Shifts	All Shifts for your Support Workers.
Award Pay Report	Interpreted award pay hours per employee, by rate and allowance, for a pay period.
Shift Variance	Variance between planned start and end times and actual clock in and clock out.
Shift Approvals Variance	Variance between scheduled values and what was approved for billing.
Travel Charge Variance	Supports where the approved travel kilometres or travel hours do not match what the Participant was charged.
Active Overnights	Active overnight periods logged during sleepovers, with the disturbance reason and recurring patterns per Participant and worker.
Shift Clashes	Shifts that clash with other shifts or with leave periods.
Clock Location Variance	Clock in and clock out events that happened too far from the support's address.
Supports	All Supports for your Participants.
Support Notes	All support notes.
Flagged Notes	Notes flagged by checkers, for review.
Supports without Notes	Completed Supports that do not have any associated Notes.
Supports without Plan Service	Supports that no Plan Service covers.
Support Cancellations	Supports that have been cancelled, and the reason for cancellation.
Support Tasks	All support tasks.
Recurring Shifts Expiring Soon	Recurring Shifts that are expiring soon.
Public Holiday Supports	All supports that are on a public holiday.
Public Holiday Group Assignments	The public holiday groups assigned to each Participant.
Record Acknowledgements	Whether Support Workers have acknowledged required Participant record documents.
Participant Incompatibilities	Participant to Support Worker incompatibilities.
Cost Code Assignments	Cost code assignment status across shifts, supports and group supports.
On-Call	Each worker's rostered on-call, standby units, and calls, meetings and training still waiting for approval or a timesheet batch, when On-Call Roster is enabled.

Other

Shown when you can view Notifications.

Report	What it shows
Configured Notifications	Every notification your organisation has configured, and the ones nobody has set up yet.