Reports in Office

Office has more than 30 reports available! These reports are available to download on your device as a CSV file and can be opened using spreadsheet programs like Microsoft Excel of Google Sheets.  

 

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Some larger reports are generated and emailed to your Administrator email address rather than immediately available for download. The link emailed to you will be available for 48 hours before expiring, after which you will need to log into Office and repeat the process.

For this reason, we suggest using a work related email address when setting up Administrator profiles. For more information on setting up and making changes to Administrator profiles, please click here.  

Attendance Reports
Report & Location Summary & Notes Format Sample

Attendance Summary

(Reports > Attendance > Attendance Summary)

  • Child sign in and out times
  • Sign in and out users
  • Total session fee 
  • Generate report based on room, or one or all children
  • Choose any date range
Link emailed to Current User Sample Attendance Summary Report.csv

Roll Book/Summary

(Reports > Attendance > Roll Book)

  • Summary of weekly bookings across one or all rooms
  • Allows a user to report on the days children have attended, or are going to attend, based on the Master Roll bookings
  • Useful if you would like to print
  • Choose any date range 
Available for Download

Sample Attendance Summary Report.csv

Sample Roll Book.xls

Occupancy Utilisation 

(Reports > Attendance > Occupancy Utilisation) 

  • Find occupancy percentages for your service
  • Divides occupancy percentage by day of week, room and totals the entire service
  • Useful for forecasting child attendances for each day of the week
  • When running for multiple services, the report has a 10 week limit from the start date.
Link emailed to Current User Sample Occupancy Utilisation Report.csv

Recurring Bookings

(Reports > Attendance > Recurring Bookings) 

 

  • Find all occurrences of booking patterns per single service
  • Filter by Room and Status (Active, Ended, Upcoming, Deleted)
  • This report can be used to track changes for a child's booking pattern
Link emailed to Current User Sample Reoccuring Bookings Report.csv
CCS Reports
Report & Location Summary Format

Provider Payments Report

(Reports > CCS Reports > Provider Level > + Select a Report > Payments)

 

  • Detailed information on how much CCS was paid for each child
  • Outlines when the CCS was actually paid
  • Choose any date range
Link emailed to Provided Email

Provider Entitlements Report

(Reports > CCS Reports > Provider Level > + Select a Report > Entitlements)

  • Summary of parent/guardian entitlements for all children
  • Entitlements include
    - hours per fortnight
    - percentage
    - ACCS
    - absence count
    - withholding percentage
    - annual cap reached
Link emailed to Provided Email

Provider ISS Summary Report

(Reports > CCS Reports > Provider Level > + Select a Report > ISS Summary)

  • Provides a summary of an amount that has been paid for a date range.
  • Only report where ISS payments can be found. 
Link emailed to Provided Email

Submissions

 (Reports > CCS Reports > Provider Level > + Select a Report > Submissions)

  • This report is a summary of the status of CCS submissions for a child
  • Choose any date range
  • This report provides a single view, in CSV format, of CCS bookings, and whether they've been successfully submitted for the preceding two weeks, within the provider group.
  • If there's no enrolment attached to an active child, column D will be blank for that child
  • If there are no bookings for an active child, column F will display as 'FALSE' (and column G will be empty for that child)
  • If there are bookings for an active child in the report, but submissions failed, column F will display as 'TRUE', column G will display as 'FALSE' and the specific submission error will display in column H.
Link emailed to Provided Email

Enrolments

 (Reports > CCS Reports > Provider Level > + Select a Report > Enrolments)

 

  • This report provides a single view, in CSV format, of the enrolment status of all active children within the provider group.
  • If the CWA has been signed for a particular enrolment, column I will display as 'TRUE' (and 'FALSE' if this has not yet occurred)
  • Column L will show the status of each enrolment. You can determine what each status means, and the steps you need to take here
  • Use columns D to H to determine if there are key details missing for a particular enrolment, such as a child's CRN or a parent's DOB
Link emailed to Provided Email

Report & Location Summary Format

CCS Weekly Payments Report

(Reports > CCS Reports > Service Level > + Select a Report > Payments)

  • Detailed information on how much CCS was paid for each child related to a selected week, and when it was related
  • Reports are generated only on a weekly basis
Available for Download

CCS Weekly Submissions Report

(Reports > CCS Reports > Service Level > + Select a Report > Submissions)

  • This report is a summary of the status of CCS submissions for a child
  • Reports are generated only on a weekly basis
Available for Download

ISS Case Claims Payments Report

(Reports > CCS Reports > Service Level > + Select a Report > ISS Case Claims Payments)

  • Summary of how much ISS paid for selected date range
Available for Download
Missing CWA Report
  •  List of parent/guardians who have not signed a CWA through Home. 
Available for Download
CCS Notifications Report
  • Keep track of notifications from the government
  • Notifications can include
    - when parents confirm enrolments
    - when enrolments have ceased
    - if the government has recorded a breach
  • Information is generated  up to 90 days prior the date you have selected
Available for Download
Contact Reports
Report & Location Summary Format Sample

Parent & Child Details

(Reports > Contact Reports > Select Parent & Child Details

or 

Profiles > Children > Top Right > Export > Master CSV)

  •  A report on all child and parent information in one report!
  • All of this information is pulled from Profiles > Children
Available for Download Sample Parent & Child Details Report.csv

Child Emergency Contacts

(Reports > Contact Reports > Select Child Emergency Contacts)

  •  A report on all emergency contact details linked with each child and their contact details
Available for Download Sample Child Emergency Contacts Report.xls

Educator Details

(Reports > Contact Reports > Select > Educator Details

or

Profiles > Educators > Top Right > Export > CSV)

  • A summary of all your educators and their contact details.
Available for Download Sample Educator Details Report.xls

Educator Qualifications

(Reports > Contact Reports > Select Educator Qualifications)

  • A summary of all educators and their educator qualifications.
Available for Download Sample Educator Qualifications Report.xls
Financial Reports
Report & Location Summary Format Sample

Aged Debtors

(Reports > Financial Reports > Age Debtors > Input Preference > Generate)

  • Balance a parent is owing within a date period for families accounts
  • Find out how long debt has been outstanding
  • Reporting parameters include As at date (end of day)
  • Includes:
    > child and parent name
    > total owing (depending on date parameters selected)
    > parent email 
    > parent mobile number
    > inactive and active children
Available for Download and link emailed to Current User option Sample Aged Debtor Report.csv 

Detailed Accounts

(Reports > Financial Reports > Detailed Accounts > Input Preference > Generate)

  • Detailed information on a parent's account transactions
  • Includes a breakdown of
    - daily fees
    - subsidies
    - debits/credits
    - final account balances for the period
Available for Download Sample Detailed Account Report.csv 

Family Reconciliation

(Reports > Financial Reports > Family Reconciliation > Input Preferences > Generate)

  • Details any family fees or discounts less any parent receipts or refunds.
  • Report parameters include Date Range.
  • Useful for keeping track of fees other than booking fees.
  • Includes:
    - session fees
    - other fees (financial fees)
    - payments/refunds
Available for Download Sample Family Reconciliation Report.csv 
 
Financial Adjustments
(Reports > Financial Reports > Financial Adjustments > Input Preference > Generate)
  • Summarises all financial adjustments applied to accounts at a service level.
  • Preview Summary: totals
  • Export CSV: all raw data
  • Report parameters include Date Range.
Available for Download Sample Financial Adjustment Report.csv

Income Summary

(Reports > Financial Reports > Income Summary > Input Preference > Generate)

  • Income summary information on for services and providers
  • can only be generated up until the current date
  • Includes:
    - Financial adjustments
    - CCS
    - Session fees
Available for Download Sample Income Summary Report.csv

Parent Transaction

(Reports > Financial Reports > Parent Transaction > Input Preferences > Generate)

  • Different types of payments to the service including all payment methods (manual, or direct debit)
Available for Download and link emailed to Current User option Sample Parent Transaction Report.csv

Prior Period Adjustments

(Reports > Financial Reports > Prior Period Adjustment > Input Preferences > Generate)

  • Information on booking revenue for prior periods at a provider level
  • Can only built by month
  • if no changes are recorded, it will display as blank
  • Including
    - gross revenue, discounts
    - net revenue
    - government subsidies 
  • Broken down by care type
Available for Download  Sample Prior Period Adjustments Report.csv 

Revenue

(Reports > Financial Reports > Revenue > Input Preferences > Generate)

  • Booking revenue at a provider level
  • Includes
    - gross revenue
    - discounts
    - net revenue
    - CCS
  • Broken down by care type.
  • Includes revenue totals for each service.
Available for Download Sample Revenue Report.csv

Debtors at Date

(Reports > Financial Reports > Debtors at Date > Input Preferences > Generate)

  • Gives you a parent's owing balance at any point time time
  • Contact details and Account Tags are included
Link emailed to Current User Sample Debtors at Date Report.csv

Parent Gap Fee

(Reports > Financial Reports > Parent Gap Fee > Input Date > Export)

See this article regarding the relevant use of this report. Available for Download Sample Parent Gap Fee Report.csv

Comprehensive Payment Rejections Report

(Reports > Financial Reports > Comprehensive Payment Rejections > Input Dates > Export)

  • Displays reasons for payment rejections for the dates selected 
  • Includes
    - Payment Day
    - Payment Amount
    - Rejection Type
    - Rejection Reason
  • For a full list of rejection reasons and what they mean, please see this article
Available for Download

Sample Comprehensive Payment Rejections Report.csv

Service Reports
Report (location) Summary Format Sample

Parent Bank Details

(Reports > Service Reports > Parent Bank Details > Export)

  • Summary of all parents bank details.
  • Includes parent who don't have bank details saved 
  • Includes:
    > parent name
    > email address
    > mobile number
  • Choose the date as of a chosen date
Link emailed to Current User Sample Parent Bank Details Report.csv

Wait List

(Reports > Service Reports >  Wait List)

  • Summary of children who are on the "Wait List" status
  • helpful to monitor children who are due to start at your service
  • you can send them the enrolment form and set the account to "Active" status
  • The date range is based on the enrolment start date indicated on the form completed by the parents.
  • If updated by centre admins, this will alter the date
  • Because some enrolments do not have an indicated room assignment, we suggest using "All" on the Room filter
Available for Download Sample Wait List Report.xls

Active Parents Report

(Reports > Service Reports >  Active Parents Report)

  • Summary of parents who have not yet set up their account
  • Useful for new services
  •  Includes:
    > parent name 
    > indicates if parent has set password
    > indicates if parent has logged in 
Available for Download Sample Active Parents Report.csv

Parent Billing Schedule Report

(Reports > Service Reports >  Parent Billing Schedule Report)

 

  • This report shows the billing frequency of parents and any direct debit fixed limits.
  • Includes the parents last scheduled payment
  • Filter by Child Status
Link emailed to Current User Sample Parent Billing Schedule Report.csv

Medical Quicklist Report

(Reports > Service Reports >  Medical Quicklist Report)

 

  • Lists medical requirements for children, including dietary and allergy.
  • Includes emergency contact information.
  • Filter by children with or without bookings
  • option to exclude emergency contacts and/or medicare and health cover information
  • Runs per service
Link emailed to Current User Sample Medical Quicklist Report.csv

Re Enrolment Report

(Reports > Service Reports >  Re Enrolment Report)

 

  • displays the status of all re-enrolment requests made in the given date range
  • easily manage and track completed and outstanding re-enrolment forms
  • 'From' and 'To' dates the generated report is based on is the date the administrator sent the re-enrolment form(s)
  • Includes:
  • The full name child and the first name of the guardian.
  • Status of the re-enrolment
  • Status of the re-enrolment
    • Pending - The primary carer has yet to complete the form
    • Expired - This re-enrolment is no longer active, as these expire after 7 days
    • Completed - The primary carer has completed the re-enrolment 
Link emailed to Current User Sample Re Enrolment Report.csv

Visitor Log Report

(Reports > Service Reports >  Wait List Report)

 

  • obtain a list of all visitors who have signed in at the Hub at your centre for any given date range.
  • The report details the following:
  • The Visitors'
    • Name;
    • Phone Number;
    • Address;
    • Reason for signing in.
  • Signed In and Out Times. 
  • The report can be filtered by Service and Date. 
Link emailed to Current User Sample Visitor Log Report.csv
Other Reports
Report (location) Summary

Parent Balance Report

(Financial > Parent Accounts >   Top Right > Export > CSV)

  • Provides a summary of parent account balances. 

Bond Payments

(Financial > Bond Payments > Right Hand Side > Export CSV)

  • Report of all bonds that have been received and returned

Birthday List

(Dashboard: "Birthday List" widget)

 

  • Summary of DOB of each child
    • Includes age of each child in months and years