Reports | Astalty

User Guide Training

Reports

Click a report below to view. You can also search by name, description or a common alternative name, and filter by type.

Search reports

Favourite	Name	Description	Group
	Utilisation	Get a quick overview of your Participants' utilisation of their Services.	Participants
	Plans	See who does not have a current Plan and when Participant Plans will end.	Participants
	Participants Without Plan Manager	Find Participants with a current plan-managed service but no Plan Manager assigned.	Participants
	Participants With Plan Manager	Find Participants with a current plan-managed service and a Plan Manager assigned.	Participants
	Participant Birthdays	View upcoming birthdays, who has a birthday today, and everyone with a birthday in a chosen month.	Participants
	Participant Alerts	View all current alerts for Participants.	Participants
	Participant Records	View all Participant records including those that are missing.	Participants
	Participant Goals	View all current goals for Participants.	Participants
	Participants Without Goals	View all Participants without goals.	Participants
	Participant Risks	View all current risks for Participants.	Participants
	Participants Without Risks	View all Participants without risks.	Participants
	Participants Without Tasks	Find Participants with no task in a chosen period.	Participants
	Participants by Diagnosis	View Participants grouped by their primary and secondary diagnosis.	Participants
	Participant Documents	View all documents across all Participants.	Participants
	Support History	For a chosen Participant, see every Support Worker who has supported them, how many visits they have had, and when they last visited.	Participants
	Participant Retention	Track Participant entries, exits and retention, month by month.	Participants
	Participant Reminder Status	Reminder status and mobile presence for each Participant.	Participants
	Address Map	View Participant addresses on a map.	Participants

Favourite	Name	Description	Group
	Referral Conversion	Track Referral volume and how many convert to Accepted or Completed, month by month.	Referrals

Favourite	Name	Description	Group
	My Billable Hours	A detailed view on your billable and unbillable time over a date range.	Team
	My Billables	A breakdown of your billable charges grouped by Charge Item.	Team
	Team Billable Hours	Your team's billable and unbillable time over a date range.	Team
	Team Billables	A breakdown of your team's billable charges grouped by Charge Item.	Team
	User Records	View all Records for your team including those that are missing.	Team
	Qualifications Compliance	View workers with unmet required Qualifications and why they are unmet.	Team
	Worker Skills	View the Skills held by each worker across your team.	Team
	Years of Experience	Years in the sector and years of service for each team member.	Team
	Employment Details	View current Employment Details for your team, including users who are missing them.	Team
	Capacity	See current capacity across your team based on assigned Services.	Team
	My Capacity	See your current billable capacity based on Services assigned to you.	Team
	Staff Birthdays	View upcoming staff birthdays, who has a birthday today, and every staff member with a birthday in a chosen month.	Team
	User Unavailability	Review staff unavailability to support efficient resource planning.	Team
	Address Map	View Staff addresses on a map.	Team

Favourite	Name	Description	Group
	Aged Receivables	Outstanding invoice amounts as at a chosen date, broken down by payee into due-date aging buckets.	Finance
	Billable Charges	All billable charges within a selected time period.	Finance
	My Billable Charges	All billable charges on Tasks assigned to you within a selected time period.	Finance
	NDIA Errors	Charges submitted to the NDIA for payment that returned errors.	Finance
	Voided Charges	All voided charges within a selected time period.	Finance
	Pay Groups	View all pay groups with their mapped pay items and assigned employees.	Finance

Favourite	Name	Description	Group
	Site Records	View all Site records including those that are missing.	Sites

Favourite	Name	Description	Group
	Tasks	View all Tasks for your team or for a Participant.	Tasks
	Tasks without Notes	Tasks that do not have any associated Notes.	Tasks

Favourite	Name	Description	Group
	Shifts	View all Shifts for your Support Workers.	Scheduling
	Award Pay Report	Interpreted award pay hours per employee by rate and allowance for a pay period.	Scheduling
	Shift Variance	Variance between planned start/end times and actual clock in/out.	Scheduling
	Shift Approvals Variance	Variance between scheduled values and what was approved for billing.	Scheduling
	Travel Charge Variance	Supports where the approved travel kilometres or travel hours do not match what the participant was charged.	Scheduling
	Active Overnights	Active overnight periods logged during sleepovers, with the disturbance reason and recurring patterns per participant and worker.	Scheduling
	Shift Clashes	Shifts that clash with other shifts or with leave periods.	Scheduling
	Clock Location Variance	Clock in/out events that happened too far from the participant's address.	Scheduling