Reports, analytics and messaging
Dashboards, operational and financial reports, exports, messaging and notifications.
- RP-001Overview of the standard reportsGuide
- RP-002The operations dashboard: shifts, check-ins and open issuesGuide
- RP-003Revenue, claims and unbilled hoursGuide
- RP-004Utilisation: rostered versus funded hours by participantGuide
- RP-005Workforce reports: hours, overtime and credential complianceGuide
- RP-006Exporting reports to Excel, CSV and PDFGuide
- RP-007Messaging staff and groups in CompanionAxisGuide
- RP-008Shift reminders and roster change notificationsGuide
- RP-009SMS bundles and delivery logsGuide
- RP-010Asking questions of your data with Axis AI (coming soon)Guide
Related questions
Can we see budget utilisation for each participant?
Yes. Spend against each plan budget by support category, with projected spend to the plan end date, so coordinators can act before a budget runs out. Reports and analytics →
How is gross margin per shift worked out?
By comparing the worker’s pay cost for the shift, including SCHADS penalties, allowances and travel, with the price billed for it under the NDIS Pricing Schedule. Reports and analytics →
Can reports be sent automatically?
Yes. Any report can be scheduled to arrive by email daily, weekly or monthly, and exported to Excel or PDF. Reports and analytics →
How current are the figures?
As current as the record. Reports are generated when you open them, from the same shifts, invoices and incidents your team is working on. Reports and analytics →
Do workers need the app to receive messages?
Workers using the support worker app receive push notifications. Those who aren’t in the app can be reached by SMS. Messaging and notifications →
Can we message a whole SIL house at once?
Yes. Broadcast to every worker in a team, region or SIL house in one step, with read receipts for each worker. Messaging and notifications →
Are families told when a visit changes?
Yes. Participants, nominees and families can be notified which worker is coming and when, and when a visit is changed or cancelled. Messaging and notifications →