# Participant Plans Report Source: https://docs.astalty.com.au/guide/reports/participant-plans-report > Review Participant NDIS plans and their dates. Open [**Reports > Participants > Plans**](https://app.astalty.com.au/reports/participants/plans). > **Who can see this report** > > The Plans report is included on the **Professional** plan and above. **Admins** and **Managers** see all Participants. **Team Members** only see their own Participants: those they are the Primary Coordinator for, plus those where they are the Service Coordinator on a service that is running today. This applies even when a Team Member can access all Participants elsewhere in Astalty. **Support Workers** cannot open Reports. ## 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. ![The Plans Report sorted by Days remaining, with a Search Participants box and Filter button above a table showing each Participant's Coordinator, a cross or tick under Has a current plan, the number of Services, the plan's Start Date and End Date, and Days elapsed and Days remaining.](https://docs.astalty.com.au/assets/participant-plans-report-report-overview.png) ## 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.