Participant Plans Report

Open Reports > Participants > Plans.

Report Overview

This report lists every active Participant you can see, one row per Participant, with details of their current Plan. Participants without a current Plan are listed too, so you can find who needs a new Plan. Archived Participants are not included.

A current Plan is one whose start date is on or before today and whose end date is today or later. If a Participant has more than one, the most recently created is shown.

The report opens sorted by Days remaining, with Participants who have no current Plan first, followed by the Plans ending soonest. Click a column header to sort by that column instead. Use the search box to find a Participant by name.

Filters

The Primary Coordinator, Service Coordinator, Team Member, Region and Team filters are only available to users who can see all Participants in this report (Admins and Managers). Primary Coordinator, Service Coordinator and Team Member also need Participant filters to be enabled.

Primary Coordinator

Filter the report by the Primary Coordinator to view which Participants a coordinator or team leader is primarily responsible for supporting and for maintaining their profile.

Service Coordinator

Filter the report by the Service Coordinator to view which Participants a coordinator or team leader is providing support to. This matches services on the Participant's current Plan.

Choose Unassigned to find Participants without a Primary Coordinator, or whose current Plan has no Service Coordinator on any Service.

Team Member

Select a team member to see Participants where they are the Primary Coordinator or a Service Coordinator on the current Plan.

Team

Display all plans linked to the team members within one or more teams, giving a clear view of caseload across multiple staff members. A Participant is included when their Primary Coordinator, or a Service Coordinator on their current Plan, belongs to a selected team.

A Region filter also appears when Regions are enabled and you can view all regions.

Tags

Display all plans where the Participant has the selected tags. Choose Match any to include Participants with at least one of the tags, or Match all for Participants with every tag. This filter appears when Participant tags and Participant filters are enabled, and is available to Team Members too.

Report Columns

Participant

The name of the Participant.

Coordinator

The Primary Coordinator for the Participant.

Services

The number of services on the Participant's current Plan.

Has Current Plan

The Has a current plan column shows a green tick when the Participant has a current Plan.

A cross indicates the Participant does not have a current Plan. Their other Plan columns are blank.

The Start Date and End Date columns show the current Plan's dates.

Days Elapsed

How many days have passed since the current Plan started.

Days Remaining

How many days are left until the current Plan's end date.

Select the three dots at the end of a row and choose View Participant to open their profile, or View Plan to open their current Plan.