Before you start
- Know the report question and date range.
- Confirm whether you need operational or financial permissions.
- Decide whether you need a one off export or a reusable custom report.
Step 1
Open Reports
Go to Reports and choose the report area that matches your question, such as billable hours, participant summary, case note compliance or budget utilisation.
Step 2
Set filters
Choose date range, participants, staff, status, category or funding route filters. Coordinator views are scoped to their allowed records.
Step 3
Review the result
Check totals, charts, rows and outliers. Compare unusual results with source records before making decisions.
Step 4
Export if needed
Use CSV or available export options when the report needs to be shared, reconciled or stored.
Step 5
Build a custom report for repeat questions
Use Custom Reports or Report Builder when the same fields and filters will be reused by the team.
What you should have now
Reports answer a clear operational or financial question and can be reused or exported where needed.