To access these reports, click on Reporting -> Staff/Volunteers.

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.




What do the Staff/Volunteer reports show?

User Guide: Client App - Participant & Family Guide

User Guide: Client App - Provider Guide

Client App

User Guide: Worker App Guide for Workers

How to Clear App Cache & Data for Android?

User Guide: Worker App Guide for Admins

Why can I not see Participant documents on the Worker App?

Case Notes within the App

What is my app PIN?

Worker App

CareMaster Mobile Apps

CareMaster Data Export

How to Request CareMaster Training

How to send emails from a different email address?

How to request a CareMaster Software Update?

Understanding CareMaster Licences

Feature Request Form Update

How to Clear Google Chrome Browser Cache?

General

Step 1: NDIS Service Import

Step 2: CareMaster Configuration & Rostering

Xero Integration, Payroll & Invoicing

MYOB Integration, Payroll & Invoicing

KeyPay Integration, Payroll

Reckon Integration, Payroll & Invoicing

Step 3: Financial Integration

Step 4: NDIS Export Process (Registered NDIS Providers)

Advanced Rostering - SIL Houses (Optional)

Coordination of Support (Optional)

Guided Onboarding

Actions for CareMaster Aged-Care Providers Transitioning from Home Care Packages (HCP) to Support at Home (SaH)

Passwords reset and activation emails

Error - Support start time must be before end time

Updating a shift to overnight/active overnight

Why am I missing timesheets?

Why am I getting kicked out of CareMaster desktop?

Why are kilometers missing from a timesheet?

How to stop a service showing on the roster or being included in roster emailed to the participant.

Why does the support on the Worker app not allow me to add kilometers?

CSRF token mismatch

How to Contact the Customer Care Team for Support

Top Troubleshooting FAQ's

Company Message Centre

How to submit a feature request

Home Page

Logging In

How To Reset A Password?

Home

Alerts User Guide

How to hide certain alerts?

Alerts

What is the CHSP reporting process?

CHSP service List and Mandatory Reporting Required from 1 July 2025

How to check over reported DEX data? 

How to create a new client record from a My Aged Care client record snapshot?

CHSP Participant Guides

How to change what shows on the Participant List page?

Participant/Client Leave Requests

NDIS Splitting Participant funding into different Budgets

How to Send SMS/Email Reminders to Clients?

User Guide: Recording Medication Usage for Participants

User Guide: Bulk Assigning and Unassigning of Participants and Workers

How to create new Agencies

The Participant Profile User Guide

How to Manage Participant Funding Limits

Service Agreements

How to generate a HCP statement for a client?

How to email a HCP statement to a client?

Understanding your HCP Statement

HCP Subsidy Increase 01.10.2025

How can I add HCP leave for a client?

Adding HCP Km's to a Support and a HCP Statement

How to add an adjustment to a generated HCP statement?

How to regenerate a HCP statement after adjustments?

User Guide: HCP Funded Participants Setup Guide

HCP Participant Guides

How to create a new participant or client

How to use case notes

Participants

Unassigned Supports - Coordinators and Vehicles rosters views

How to Email Rosters to Workers?

How to customise the Roster view

How to Email Rosters to Participant?

Service Organisation Roster view

Roster Page User Guide

Using The Roster Optimiser - Bulk Optimise

Participant Data Setup

Using The Roster Optimiser - Single Support

Locations & Destinations

Worker Data Setup

Checklist

Roster Optimiser

How to resolve email authentication errors when emailing?

Roster

How to Create Worker Timesheets

What access does each user level have?

How to Send SMS/Email Notifications to Workers?

Working With Children Checks

Changes to Worker's Emails and Password Reset

How to deactivate user accounts 

User Guide: Staff/Volunteers

How do I add a new Worker?

How to change what shows on the Staff/Volunteers List page?

How to exit workers in CareMaster

Staff/Volunteers

How to Claim / Invoice Cancelled Services?

How to create Provider Travel supports to invoice participants and generate worker timesheets.

How to create Service Organisations

Grouped Supports

How to use 'Quick Save' on the Supports Page

Creating Therapy Supports with 50% Travel change.

Creating Supports for a different Time Zone

How to Use the Manage Button to Change Supports?

Creating and editing a Recurring Booking

How do I bill for NDIS transport?

How to restore a deleted support?

How To Limit Support Services to Approved Services Only

How do I Cancel a Support/Shift

Supports Menu User Guide

User Guide: How to create supports

User Guide: Provider Travel and Transport - Rostering Scenario Guide

User Guide: Supported Independent Living (SIL) Setup, Rostering and Claiming process

User Guide: Short Term Accommodation (STA) Setup, Rostering and Claiming process

Transaction List Export

How to advertise / broadcast available shifts to workers?

NDIS Non Face to Face Supports

Support Display - App Data Tab

Supports

Create SaH Supports including Wraparounds & Transport

Support at Home – Release Update 30th October

Participant Statements to be ready by end of February

Support At Home - Implementation Updates

Connect to PRODA and Register / Activate your Device

Syncing Services and Service Organisations

Creating additional Service Organisations & Services for SaH

Sync your Participants

Review the Participants Budget Dashboard

Understanding Programs, Budget Items & Funding Sources

Bulk Exporting for Services Australia for Invoicing & Claiming

Payment Statement Upload / Reconciliation

Upload the Claims file back into CareMaster

SAH Participant Statements

Invoicing for Xero, MYOB & Export Reports

Re-Activate your Device - Expires every 6 months

Support At Home (Aged Care)

Vehicles User Guide

Vehicles

Properties User Guide

Properties

Worker Summary Hours Report

How do I change the fields on the worker list report?

Worker Reports

What do the voucher reports show?

Worker Run Sheet Report

Reporting User Guide

What do the property reports show?

What do the account reports show?

Custom Reports for Participants and Staff/Volunteers

What do the supports reports show?

Dashboard Reports - Where do the target figures come from?

Admin Reports

What do the Participant reports show?

Participant Reports

Reporting

User Guide: Documents

Documents

Custom Incident Forms

User Guide to Printing Incidents

Incidents User Guide

Incidents

News Items

CareMaster News

Voucher User Guide

Voucher

User Guide: How to Automatically provide workers access to clients for scheduled supports

How to hide unpublished rosters using Confirmed status

Settings Overview User Guide

What do the System Settings mean?

What do the worker app settings mean?

What do the client app settings mean?

Settings

What is a service statcode?

Admin Overview User Guide

Editing Service Organisation Details

Service Importing - NDIS Price Guide update

NDIS Claims uploads into CareMaster

Statistics User Guide

What do the access permission roles mean?

Child Services Award increase 01.03.2026

Aged Care and Child Services Award Rate Increase 01.01.2025

Aged Care Award Rate Increase 01.10.2025

SCHADS Award Rate Increase 01.07.2025

Award Updates - SCHADS and Child Services

Editing Company Details

External API Integration

DEX Integration

Employment Hero Integration

KeyPay Integration

Integrations

Administration

CareMaster

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