--- title: "What do the Staff/Volunteer reports show?" description: "To access these reports, click on Reporting -> Staff/Volunteers." canonical_url: "https://support.caremaster.com.au/articles/what-do-the-staffvolunteer-reports-show-3nF8GXewcX" md_url: "https://support.caremaster.com.au/articles/what-do-the-staffvolunteer-reports-show-3nF8GXewcX.md" --- # What do the Staff/Volunteer reports show? To access these reports, click on Reporting -> Staff/Volunteers. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51054487424/original/qyj3R-8LvbX-I7jmY89TVU-w_djSpioCLA.png?1652848439) Worker List Daily time sheet Summary Staff Report Worker Hours Summary Worker Hours Details Worker Hours Details v2 Worker Hours Details - App Data Participants Assigned TMS Payroll CSV Coordinator Hours Details Coordinator Hours Details V2 Coordinator Hours V3 Employment Hero Payroll Worker Availability Entered Export Worker Notes There is also the option for you to create your own Custom Reports. Please click [here ](https://sostg.freshdesk.com/a/solutions/articles/51000372030?portalId=51000009378)for more information. # Worker List This report will export a list of all workers and selected information. You can choose what fields show on the report by clicking on the here link in the box. This report can be filtered by status if desired, but it is not required to be ran.  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51054502423/original/QyNllYXf5vKP0cS9QS2Yc_F0OwT56lq0Ww.png?1652852812) Before running the report, you have the option of filtering depending on the results you wish to receive: * **Status –** using the dropdown provided select whether you would like to generate the report and view only a certain status of worker * **Category** – if your organisation has set up Worker Categories you are able to filter using the dropdown provided. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Daily time sheet This report exports out a Daily Timesheet report for a specific time frame. The report does not require a specific staff/worker to run but will export for all staff if none is selected. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51115954234/original/tpc__PgJ4qi1fP8bTeVrQNM2Mbs1SbqB5w.png?1691371276) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Support Worker -** using the field provided enter in the Support Worker name and select it from the drop down * **Category** – if your organisation has set up Support Categories you are able to filter using the dropdown provided. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Summary Staff Report This report exports a Summary Staff Report for a specific time frame. The report does not require a specific staff/worker to run but will export for all staff if none is selected. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51115954541/original/vQChqp-hLro77ntmt8TMgZzPqal21G0T4g.png?1691371316) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Support Worker -** using the field provided enter in the Support Worker name and select it from the drop down * **Status** - use this field to indicate the status of the workers you would like to show on the report. * **Category** – if your organisation has set up Support Categories you are able to filter using the dropdown provided. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Worker Hours Summary This report exports a Work Hours Summary Report for all workers. Sleepovers are not included in this report as they are an allowance, not an hourly rate. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51115954698/original/OBEO8lNzV3zjlwrGccuEVufNORZrgcZQVw.png?1691371349) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: **Category** – * **Status**  - Select the worker status i.e. Active, on hold, waiting or Inactive * **Category**  – if your organisation has set up Support Categories you are able to filter using the dropdown provided. * **Charge By** - narrow down your search by the charge type. * **Include sleepover hours in total** - select if you want to include any sleepover hours * **Exclude services marked as 'Exclude from worker roster'** - select to include or exclude, excluded services * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Worker Hours Details This report exports a Worker Hours Details Report for all workers. Sleepovers are not included in this report as they are an allowance, not an hourly rate. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51115956192/original/bkWNStBf-TsTpoSlTU1toygvwIAoj5_WqQ.png?1691371586) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Category** – if your organisation has set up Support Categories you are able to filter using the dropdown provided. * **Charge By** - narrow down your search by the charge type. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Worker Hours Details v2 This report exports a Work Hours Details Report for all workers with additional fields. Sleepovers are not included in this report as they are an allowance, not an hourly rate. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51115956758/original/3E2XQ4fS6Z5lhIjX3am-VjJvCpC2MvMnEw.png?1691371667) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Category** – if your organisation has set up Support Categories you are able to filter using the dropdown provided. * **Charge By** - narrow down your search by the charge type. * **Sort By** - you can use this field to indicate if you would like the report to be sorted by worker, coordinator or client. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Worker Hours Details - App Data This report exports a Work Hours Details Report for all workers using the App Data for times rather than scheduled support times. This means that if you have a worker who starts and ends a support within a few minutes rather than at scheduled times, their hours will show as 0. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51115957059/original/vuM1MqO5JysQrYwuz6q2aoFPzosTZR6zgA.png?1691371706) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Category** – if your organisation has set up Support Categories you are able to filter using the dropdown provided. * **Charge By** - narrow down your search by the charge type. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Participants Assigned This report export for all Participants Assigned to a specific worker or coordinator. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51054574081/original/Igut7_c8D7htcjSwgDV0usCUN2222_8dHw.png?1652915341) Before running the report, you have the option of filtering depending on the results you wish to receive: * **Support Worker -** using the field provided enter in the Support Worker name and select it from the drop down. Leaving blank will export all workers. * **Coordinator -** using the field provided enter in the Coordinator name and select it from the drop down, leaving blank will export all coordinators. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # TMS Payroll CSV This report exports a list of all timesheets in the date range in the required format for upload into the TMS payroll system. Workers need an employee code entered into their record or their timesheets will not show on the export. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51054499316/original/zpo34UTxI3u9eANgCOxrHWGy79A7CAHzQw.png?1652851806) In this report, you are able to select the date range and it will generate the text file for all workers that have approved timesheets in that date range. # Coordinator Hours Details This report exports a report for all hours of supports with a coordinator assigned. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51054598108/original/l8LpF1lmndxyQQTE093F415MHiHYpvKM5Q.png?1652922072) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Coordinator** - if you would like to generate the report for one coordinator, you can type in their name. Otherwise you can leave blank for all coordinators. * **Service Organisation** - this field allows you to specify supports of a specific service organisation. * **Service** - this field allows you to specify supports with a specific service once you have picked a service organisation. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Coordinator Hours Details V2 This report exports a report for all hours of supports with a coordinator assigned with additional fields. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51054988418/original/6E0AY1Qs6XqynJgMNFftx6l4upfn4M3uiw.png?1653272175) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Coordinator** - if you would like to generate the report for one coordinator, you can type in their name. Otherwise you can leave blank for all coordinators. * **Service Organisation** - this field allows you to specify supports of a specific service organisation. * **Service** - this field allows you to specify supports with a specific service once you have picked a service organisation. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Coordinator Hours V3 This report exports a report for all hours of supports with a coordinator assigned with additional fields for calculation purposes. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51054993611/original/OtZ6zdmL0hHUuhhs7vGUTqyoBNmZGhj56A.png?1653273359) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Coordinator** - if you would like to generate the report for one coordinator, you can type in their name. Otherwise you can leave blank for all coordinators. # Employment Hero Payroll This report generates a CSV file for upload into Employment Hero for payroll purposes. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51115957698/original/sRjnFueEJGPJLIO1OrvX6nJVA3Vj_aWFsw.png?1691371803) In order the report to run; there must be information entered into the following filter: * **Start & End Date –** use this area to enter in the Start and End Date that you would like to view in the report. Before running the report, you have the option of filtering depending on the results you wish to receive: * **Support Worker -** using the field provided enter in the Support Worker name and select it from the drop down * **Category** – if your organisation has set up Support Categories you are able to filter using the dropdown provided. # Worker Availability Entered This report will generate a spreadsheet of all availabilities entered in the system for the specified date range. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51055027148/original/L7RpNIn8nmCoQDXwApkAkgNBoan-yEfRDQ.png?1653281542) Before running the report, you have the option of filtering depending on the results you wish to receive: * **Support Worker -** using the field provided enter in the Support Worker name and select it from the drop down * **Category** – if your organisation has set up Support Categories you are able to filter using the dropdown provided. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing. # Export Worker Notes This report will export a list of notes added to worker records. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51055829124/original/Dx4ZttUu8z90Fdjbg46VTgRc9Q3pdfBuZg.png?1653866191) Before running the report, you have the option of filtering depending on the results you wish to receive: * **Start and End Date -** you can specify the date range of the notes you want to export. * **Support Worker -** using the field provided enter in the Support Worker name and select it from the drop down. You can leave blank to export all worker notes. * **Worker Note Category** – using the dropdown provided, you can export only notes with the selected category e.g. Performance. * **Export Format –**using the dropdown, select how you would like the export to be formatted: * *Excel –* exporting to an excel document, allows you to edit the information that has been exported such as delete any unrequired fields that are generated. * *PDF –* exporting to a PDF will not allow editing.