Accessing reports

Reports are found at the bottom left of the screen, below Roster, Drive, and Calendar. Access is permission-based, as reports often contain sensitive or financial data. If you cannot see the Reports button, contact your system administrator to update your permissions.

Reading the reports list

When you open the reports section, each entry shows the following:

The Form ID identifies which form a report is pulling data from. System-built reports, such as Aged Care Statements, will not have a Form ID. It is useful for troubleshooting, managing updates to forms, and keeping track of multiple reports linked to similar forms.

Navigating and searching

At the top of the screen, you can adjust how many entries appear per page, use the search bar to find a specific report, and sort by name or category. Pagination controls sit at the bottom-right. These tools are especially useful if your organisation has built a large number of custom reports over time.

Running a report

To run a report, click either New View or Old View.

It is a good idea to start using the New View now so the transition is seamless when the Old View is removed.

Applying filters

Filters can be applied before running a report, which is especially useful for large datasets, as it reduces loading times and makes results easier to interpret. Depending on the report, available filters may include dates, areas, status, clients, staff, or specific forms. Using filters helps you target exactly the information you need without pulling unnecessary data.

Editing and deleting reports

Click the dropdown menu on the far right of any report to edit or delete it. Editing allows you to update fields, layout, or filters as your needs change. Deleting reports you no longer use keeps your list clean and easy to manage. Other videos in this series cover how to create new reports, link them to forms, and share them with team members.