Reports & Analytics
Plannor's Reports module gives you data-driven visibility across your entire operation — shift activity, revenue, budget utilisation, compliance status, and staff performance — all exportable for stakeholders and auditors.
Accessing Reports
Click Reports in the sidebar. Reports are grouped into categories:
| Category | What's available |
|---|---|
| Operational | Shift summary, shift completion rates, missed shifts, cancellation summary |
| Financial | Revenue by participant, invoice ageing, claim file history, NDIS budget utilisation |
| Participant | Goal progress summary, incident register, medication administration log |
| Staff | Hours worked by staff member, compliance status, leave summary, timesheet audit |
| Compliance | Expiring certificates, overdue incidents, unsigned service agreements |
Running a Report
Key Reports Explained
Shift Summary
Shows completed, missed, and cancelled shifts for any date range. Use this to monitor service delivery levels and identify patterns in cancellations.
NDIS Budget Utilisation
For each participant, shows allocated vs spent per support category, remaining balance, and projected date the budget will be depleted. Essential for plan review preparation.
Invoice Ageing
Shows all outstanding invoices grouped by age (0–30 days, 31–60 days, 60+ days). Use this to chase overdue plan manager payments.
Compliance Status
Lists every staff member and their certificate status. Red = expired, amber = expiring within 30 days, green = current. Great for audit preparation.
Staff Hours Report
Breaks down each staff member's hours by shift type (ordinary, overtime, weekend) for any pay period. Use for payroll verification and FTE analysis.
Scheduled Reports
Set up reports to run and email automatically on a schedule: