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.
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AI and reports
How to run operational and custom reports
Use standard reports and custom reports for billable hours, participant summaries, budget utilisation and team productivity.
Managers, owners, admins, finance users and coordinators
10 minutes
App area: /dashboard/reports
Before you start
Check these items before changing participant, billing or compliance records.
- 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.
Steps
Follow this workflow.
2
Set filters
Choose date range, participants, staff, status, category or funding route filters. Coordinator views are scoped to their allowed records.
3
Review the result
Check totals, charts, rows and outliers. Compare unusual results with source records before making decisions.
4
Export if needed
Use CSV or available export options when the report needs to be shared, reconciled or stored.
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.
Expected outcome
Reports answer a clear operational or financial question and can be reused or exported where needed.
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Related feature pages
Want another workflow?
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