# Running Reports Comm.care simplifies the process of gathering information needed to invoice your Clients, report to funders, feed your payroll system or manage your services. Comm.care makes running reports _easy_. To get started, go to the **Organisation > Reports** module.  Click on the Filters on the right side to choose one of the pre-existing reports: 1. NDIS Bulk Claim 2. Activity Report 3. Claim (Invoice/Statement) 4. Accounting 5. Timesheets ## 1. NDIS Bulk Claim The purpose of this report is to claim funds from the NDIS portal in an accepted NDIS Bulk Claim format. This report will only show services that were set up as NDIS, with the relevant data such as Support line item reference numbers. Only approved NDIS services will appear in this report. This report already has **How will the supports be paid** set to **NDIA Managed**, this enables you to extract only NDIS services where the Client’s plan is managed by the NDIA and service providers can claim directly (i.e., you can exclude self-managed plans and those opting for third-party plan management providers.) > _In order to use this feature, Payment classifications must be applied within the Circle’s Roadmap._ [Add Support Services to Roadmap](../circle-of-care/adding-services-to-roadmap.md)  The best practice is to run this report based on the cycle your Organisation will claim funds for. For instance, if your cycle is weekly then you would run the report for the week in the **from** and **to** parameters in the **Occurrence Date** filter provided. The report is exportable to CSV, which, once you save the file, you can upload to the NDIS Portal. ## Workaround for duplicate data items: If for some reason your document services after submitting NDIS Bulk Claim, you can re-run the NDIS report for that time period. The services that have already been claimed for will need to be removed prior to submitting the NDIS Bulk Claim to the portal. > _To remove the lines, save the file type .csv, and open in NotePad for PC or TextEdit for Mac. Remove the duplicate lines that you no longer need to upload and resave the file as_ `.csv`. Next, upload the file into the NDIS Portal. Click [Bulk upload to NDIS](../invoicing-claims/bulk-upload-process.md) to learn how. ## NDIS Price Guide update You will now notice that when you have Progress Notes that include a _No Show_ status, non-face-to-face activities, and travel items will be pulled into your bulk claims report. Those claim types will show up as: - CANC for No Show (which will automatically calculate at 90% of fees) - NF2F for non-face-to-face activities - REPW for report writing - TRAN for travel-related charges > _With Report Writing and Non Face-to-face support, the travel fee will be excluded when you claim to avoid overcharging your Client._ ## 2. Activity Report The purpose of this report is to give you a quick snapshot of all the activities that have been provided for a specific period. For example, if you are collating information to assess the total hours of services provided for one week, you can simply run this report specifying that time period in the **Occurrence Date** field. The total hours of services performed by your staff for that given week will be in the column hours. This report will include all services performed regardless of whether fees were charged, so volunteer hours performed will be included.  You can also filter by **How will the support be paid** to enable reports to be filtered by how supports will be paid. You could, for example, only extract activities where the Client’s plan is self-managed or managed by a third-party plan management provider, so that you can invoice more efficiently. > _In order to use this feature, Payment classifications must be applied within the Circle’s Roadmap._ [Add Support Services to Roadmap](../circle-of-care/adding-services-to-roadmap.md) To make it easier for managers to monitor [Progress Note Validation](../progress-notes/validation.md), we’ve also updated the **Activity Report** under **Organisation > Reports**. New features include: - **Highlighting**: Progress Notes with validation errors now appear with a **yellow background**.  - **Filter option**: You can now tick **"Only show PNs with validation errors"** to focus on affected records. <div align="centre"> <img src="onlyshow.png" width="200"> </div> - **Alert column**: Hovering over the alert icon will show a tooltip explaining what validation failed.  This ensures your Progress Notes match the appointment and alerts you early if anything looks incorrect. ## 3. Claim (Invoice/Statement) This is used to generate invoices and statements to send out to Clients via e-mail. It includes all the billable hours and gives a unique invoice to each activity of the Participant which details all the information.  ## 4. Accounting ## Xero This report is to export to Xero for invoicing from Xero, with Xero csv format; thus allowing Xero to handle the payment reconciliation. You should filter **How will the support be paid** to **Self Managed** and **Plan Manager** so that you can directly invoice them. Remember to enter Payment classifications on the Circle’s Roadmap. [Add Support Services to Roadmap](../circle-of-care/adding-services-to-roadmap.md).  > _In order for the import invoice to Xero function to work, you have to first set Invoicing Integration to Xero in your Organisation's Profile, then enter the Xero accounting codes on your Organisation's Services._ [Accounting integration to Xero](../../integrations/accounting/xero-setup.md) ## MYOB This report is used to export to MYOB for invoicing, with MYOB CSV format. You should filter **How will the support be paid** to **Self Managed and Plan Manager** so that you can directly invoice them, which is more efficient. Remember to enter Payment classifications on the Circle’s Roadmap. [Add Support Services to Roadmap](../circle-of-care/adding-services-to-roadmap.md). > _In order for the import invoice to MYOB function to work, you have to first set Invoicing Integration to MYOB in your Organisation's Profile, then enter the **MYOB Item number** on each of your Organisation's Services. [Accounting integration to MYOB](../../integrations/accounting/myob-setup.md) ## 5. Timesheets The Timesheets report exports staff hours from Progress Notes. The format of the exported CSV depends on the **Timesheet Integration** selected in **Organisation > Profile > Back Office**. If no option is selected, the format stays unchanged. ### QuickBooks See [Exporting Timesheets to QuickBooks](../../integrations/accounting/quickbooks-timesheets.md) for the full walkthrough, including how to import the CSV into QuickBooks. ### Employment Hero Go to **Organisation > Reports > Timesheets**, generate the report and download the CSV. The downloaded file will already be formatted and ready for upload to Employment Hero. ### Xero See [Setting up Timesheet Integration for Xero](../../integrations/accounting/xero-setup.md#setting-up-timesheet-integration-for-xero) for setup steps and the export format. --- ## Related Tutorials - [Exporting Timesheets to QuickBooks](../../integrations/accounting/quickbooks-timesheets.md) - [Accounting Integration to QuickBooks](../../integrations/accounting/quickbooks-setup.md) - [Accounting Integration to Xero](../../integrations/accounting/xero-setup.md) - [How to create new users](../../setup-and-configuration/staff-management/creating-users.md)