Participants Without Plan Manager

Report Overview

The Participants Without Plan Manager Report is a report that allows you to view all Participants who have a current plan-managed Service but no Plan Manager recorded. This is useful when you need to identify missing setup details early and fix them before they cause billing or coordination issues. You can filter this report by coordinator or team, and use it to quickly open a Participant or their current plan and make any necessary updates.

Report Columns

Participant
The Participant's name.

Primary Coordinator
The primary coordinator assigned to the Participant.

Plan-managed services
The number of current Services that are 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.

Days elapsed
How many days have passed since the current plan started.

Days remaining
How many days are left until the current plan ends.

Report Filters

All Participants / My Participants
Toggle between viewing all Participants in your organisation or only Participants assigned to you (options will vary based on your permission level).

Search Participants
Search for a specific Participant by name.

Primary Coordinator
Filter the report by a specific Primary Coordinator.

Service Coordinator
Filter the report by a specific Service Coordinator.

Team
Filter the report by Team.

Report Actions

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

View Participant
Opens the Participant's profile page.

View Plan
Opens the Participant's current NDIS Plan.