# Participants With Plan Manager

Source: https://docs.astalty.com.au/guide/reports/participants-with-plan-manager

> See every plan-managed Participant with their Plan Manager's contact details in one place.

## Report Overview

The [Participants With Plan Manager Report](https://app.astalty.com.au/reports/participants/participants-with-plan-manager) lists plan-managed Participants who have a Plan Manager recorded, along with that Plan Manager's contact details. It shows which Participant is with which Plan Manager, so you can compare or contact several Plan Managers without opening each Participant's **Finance** tab. You can filter it by coordinator, region or team, and open a Participant, their Plan Manager or their current plan from any row.

A Participant is listed when all of these are true:

- They are not archived.
- They have a current plan, meaning a plan whose start and end dates cover today.
- At least one Service on that plan has the management type **Plan Managed**.
- A Plan Manager is recorded on the Participant.

A Participant with a Plan Manager but no current plan doesn't appear.

![The Participants With Plan Manager Report with the Participants toggle set to All Participants, and a table of each Participant's Primary Coordinator, Plan Manager, Invoice Email, Phone and Contact Name, with the remaining columns scrolled off to the right.](https://docs.astalty.com.au/assets/participants-with-plan-manager-report.png)

## Accessing the Report

Open [**Reports > Participants > Participants With Plan Manager**](https://app.astalty.com.au/reports/participants/participants-with-plan-manager).

![The Reports page with Plan Manager entered in the Search reports box as step 1, and the Participants With Plan Manager report highlighted under Participants as step 2.](https://docs.astalty.com.au/assets/participants-with-plan-manager-access.png)

| Role           | All Participants | My Participants |
| -------------- | ---------------- | --------------- |
| Admin          | Yes              | Yes             |
| Manager        | Yes              | Yes             |
| Team Member    | No               | Yes             |
| Support Worker | No               | No              |

**My Participants** means the Participants you are the Primary Coordinator for, plus those where you are the Service Coordinator on a Service that is current today.

## Report Columns

**Participant** \

The Participant's name. Click it to open the Participant's profile.

**Primary Coordinator** \

The primary coordinator assigned to the Participant. This column only appears in the **All Participants** view.

**Plan Manager** \

The Plan Manager recorded against the Participant. Click it to open the Plan Manager's record.

**Invoice Email** \

The Plan Manager's invoice email. Use the copy button to copy it without retyping.

**Phone** \

The Plan Manager's phone number, with a copy button.

**Contact Name** \

The Plan Manager's contact person.

**Contact Email** \

The Plan Manager's contact email, with a copy button.

**Plan-managed services** \

The number of Services on the current plan with the management type **Plan Managed**.

**Plan Start** \

The start date of the Participant's current NDIS Plan.

**Plan End** \

The end date of the Participant's current NDIS Plan.

The report opens sorted by Participant name, A to Z. You can also sort by **Primary Coordinator** and **Plan Manager**.

## Report Filters

![The Participants With Plan Manager Report with the Filter menu open beside the Search Participants box, offering the Primary Coordinator, Service Coordinator, Region and Team filters.](https://docs.astalty.com.au/assets/participants-with-plan-manager-filters.png)

**All Participants / My Participants** \

The **Participants** filter switches between all Participants in your organisation and only your own. It appears only when you can see all Participants, and starts on **All Participants**. Team Members always see only their own Participants.

**Search Participants** \

Search for a specific Participant by name.

**Primary Coordinator** \

Show Participants with the chosen Primary Coordinator, or **Unassigned** for those with none.

**Service Coordinator** \

Show Participants whose current plan has a Service coordinated by the chosen person, or **Unassigned** where no Service on the current plan has a Service Coordinator.

**Region** \

Show Participants in the chosen regions, or **Unassigned**. Appears when Regions are enabled for your account.

**Team** \

Show Participants whose Primary Coordinator, or a Service Coordinator on their current plan, belongs to the chosen team. Appears when Teams are enabled for your account.

**Primary Coordinator**, **Service Coordinator** and **Team** appear only when you can see all Participants.

## Report Actions

Use the three-dot menu at the end of any row to take action directly from the report.

![The Participants With Plan Manager Report with a row's three-dot menu highlighted and open, showing View Participant, View Plan Manager and View Plan.](https://docs.astalty.com.au/assets/participants-with-plan-manager-actions.jpeg)

**View Participant** \

Opens the Participant's profile page.

**View Plan Manager** \

Opens the Plan Manager's record.

**View Plan** \

Opens the Participant's current NDIS Plan.

> **Looking for the opposite view?**
>
> To find plan-managed Participants who have no Plan Manager recorded, use the [Participants Without Plan Manager](https://docs.astalty.com.au/guide/reports/participants-without-plan-manager) report.