## Overview

This guide provides a comprehensive overview of the Custom Report Builder, enabling you to create, customise, and generate detailed reports from your data. By following these steps, you can tailor reports to your specific analytical needs.

[How to Use the Custom Report Builder 1024x491](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/14190e08-d9cd-431a-b095-81a6df6b42f7/4662680f-006c-4d61-95b6-305a408856bf/Reporting%20TAKE%202.mp4?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3366ND6MB%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T201501Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIGJgoRtyfJNgdKr8w0EWJzRUKtgMaji5a4SziWRB2ELOAiEAvqAaq4rHIz1xakAJs6pOa0je8WqyqwrRKsXeg6R%2Fbwsq5gUIkP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGsur7UV0PGHcgdwUCq6Ba2Zntt33DZK55aoleXze6f9o1Xh2T2RBG60boMK1%2B%2Fm4NJRvvnxGV05jU2awvVnvQemxBrvI228k1k%2BTWjq7I3ftNmIgitXlmGv53pJj3WO4%2BxFnXI5eDfQcv1eItc%2FP0PljxbqLUw7511dJbGIA7csXGtGfxZP4a8ex6lyAXS86t5M7VvN8ZrmyMdXaLhXf%2F4%2FS50vhljpVgQeUVGwPcRQoRDcqbU5WP%2BXs9YhowQSsMA3KMK49pTPlAA5347UtFpaTZ4xuOAal9YqdYidOjKl3LBDOY95zzAmtCyuAqgSaEof3QDpPkn2fKM%2FQzIkBuMWQ%2BlgrIT0uY8CCWg00sq%2FWFpMV7dvfGFlYreq2UQgm2VmSdHIvU29sqLU2SlxX7wshhEzCpB%2BnevJAuojD8OXd8c%2B7eAh1GGyE0OqHsUNN3if0YjVEgNoLRKd9CrqrHFc4%2FHIIjZHmL%2By%2B6lXSSgJr9ZFmEBosuNSyGY4ntdDv44pHGcNk1Kgh2%2FHl8fC6C6XEnw9Ziv9vdpmKgICl2xTWUehdU0IyYuAtCt5irW%2BKA7O6QJfbm3jsdPfNPPG%2BjPI%2FOVrVEMq04jz%2FBn80uRnddDyl5SW1rKEa5KN3z3USSUXQCZwhht87c5TDL5HpVzcNcbBWwF%2FXeFm%2FIyIuYJBgTvs3T13VAoqbapwC9V1J%2Bx1i3oj7JFfIx%2BrVKhGRqsMTRCRoxZw8i9nLGpCOa02%2FbbQnqmGzfHuX2%2BFcQL10kvFpWurcVabRu5vXXxE7BKvXfYRbYrzvrQ%2BZ5IV1P%2B6XNHa9kU5HbOET6mFW6PKZo4zmoJBhwlNKpQOZlgqUQUEdiA5S8M%2FTkdLpKJV6U%2FbWykiSNOpBYN79hsDKvMQHamNrHOML02MAEIKHBnV6F4GLmgwD%2BA4QRYWHMzzfLzAFjmunyWuoK7lMKmk%2Bc4GOpABHYGI2Ns%2BZJyhoqd%2BE7lsM1kxepE6O4tUO%2BdLkKXVoV%2B3XUD%2Bx5ulYbAmUAb9U%2Bm8M0zP9MV3wAs0Q3rzHdR8%2FK3zI9IDcgf2eFw73MMMFFy%2FjgqIGCPpvYeRCjtC%2FdzHvGbudzf7ZBTrXPo0VX0AO0g5JOaHtmhZNTVSFk1syRx3VtN%2BB1Sc6eUARyxXsPaG&X-Amz-Signature=34726ab711a7a2e88f3ba1c91bb92ae5e371e43ddee0fe81c7c53fe97f4cc68c&X-Amz-SignedHeaders=host&response-content-disposition=attachment&start=2&end=153)

## Handy Hints

* Always add rule sets of **‘’deleted at’’** is empty to remove deleted bookings from your reports, and if not looking at cancellations add a rule of ‘’status’’ contains “verif” to removed cancelled bookings. 
* If you have saved your report, when you re-run the report, it will have a rule set added for a date range. Remove this rule set by clicking on the ''X'' the top right-hand corner on the rule set box before entering your new date range.
* When searching for fields, use the most direct word e.g. if looking to add client’s phone, type “phone” instead of client as this will narrow the results further for you or clients name, type “name” instead of client.

## Instructions to Access and Run a Report


1. Navigate to the “*Services”* section from the main dashboard.
2. Under the Custom Report Builder tile, select *“Create Custom Reports”*.
3. Choose the primary data table you want to report on from the *"from"* dropdown (e.g., Bookings, Clients, Drivers).
4. Add (by simply typing a field name for the system to search for the field) or remove data columns (by simply click the “x” icon next to the field you want to remove) to customise the information included in your report.
5. Apply specific filter rules and date ranges to narrow down your data to the exact records you need. E.g. *“Deleted at”* is empty or *“Funding Type Name”* contains *“CHSP”* 
6. Click “*Update* *Preview”* to see the results of your configuration.
7. Once satisfied, you can download the report as a CSV file or opt to have the report emailed to you by clicking the *“Email me”* button.

* **Please note:** Once a report has been run, columns can be moved by dragging and dropping. Saved report layouts can also be updated by re-running a saved report → moving the applicable columns → re-saving the updated report for future use. 

## Saving Reports 

To save a report 


1. Click on *“download”* 
2. Toggle on *“Save report”*  
3. Update your report name to desired title 
4. Select an existing folder or if you wish to create your own, type in a folder name to the *“Select folder”* field and then when the name appears highlighted in green, click on this to create the new folder. 
5. Click on *“Export”* 

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/14190e08-d9cd-431a-b095-81a6df6b42f7/8cf05aa4-0989-484a-9880-46c3eb8731f6/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3366ND6MB%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T201501Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIGJgoRtyfJNgdKr8w0EWJzRUKtgMaji5a4SziWRB2ELOAiEAvqAaq4rHIz1xakAJs6pOa0je8WqyqwrRKsXeg6R%2Fbwsq5gUIkP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGsur7UV0PGHcgdwUCq6Ba2Zntt33DZK55aoleXze6f9o1Xh2T2RBG60boMK1%2B%2Fm4NJRvvnxGV05jU2awvVnvQemxBrvI228k1k%2BTWjq7I3ftNmIgitXlmGv53pJj3WO4%2BxFnXI5eDfQcv1eItc%2FP0PljxbqLUw7511dJbGIA7csXGtGfxZP4a8ex6lyAXS86t5M7VvN8ZrmyMdXaLhXf%2F4%2FS50vhljpVgQeUVGwPcRQoRDcqbU5WP%2BXs9YhowQSsMA3KMK49pTPlAA5347UtFpaTZ4xuOAal9YqdYidOjKl3LBDOY95zzAmtCyuAqgSaEof3QDpPkn2fKM%2FQzIkBuMWQ%2BlgrIT0uY8CCWg00sq%2FWFpMV7dvfGFlYreq2UQgm2VmSdHIvU29sqLU2SlxX7wshhEzCpB%2BnevJAuojD8OXd8c%2B7eAh1GGyE0OqHsUNN3if0YjVEgNoLRKd9CrqrHFc4%2FHIIjZHmL%2By%2B6lXSSgJr9ZFmEBosuNSyGY4ntdDv44pHGcNk1Kgh2%2FHl8fC6C6XEnw9Ziv9vdpmKgICl2xTWUehdU0IyYuAtCt5irW%2BKA7O6QJfbm3jsdPfNPPG%2BjPI%2FOVrVEMq04jz%2FBn80uRnddDyl5SW1rKEa5KN3z3USSUXQCZwhht87c5TDL5HpVzcNcbBWwF%2FXeFm%2FIyIuYJBgTvs3T13VAoqbapwC9V1J%2Bx1i3oj7JFfIx%2BrVKhGRqsMTRCRoxZw8i9nLGpCOa02%2FbbQnqmGzfHuX2%2BFcQL10kvFpWurcVabRu5vXXxE7BKvXfYRbYrzvrQ%2BZ5IV1P%2B6XNHa9kU5HbOET6mFW6PKZo4zmoJBhwlNKpQOZlgqUQUEdiA5S8M%2FTkdLpKJV6U%2FbWykiSNOpBYN79hsDKvMQHamNrHOML02MAEIKHBnV6F4GLmgwD%2BA4QRYWHMzzfLzAFjmunyWuoK7lMKmk%2Bc4GOpABHYGI2Ns%2BZJyhoqd%2BE7lsM1kxepE6O4tUO%2BdLkKXVoV%2B3XUD%2Bx5ulYbAmUAb9U%2Bm8M0zP9MV3wAs0Q3rzHdR8%2FK3zI9IDcgf2eFw73MMMFFy%2FjgqIGCPpvYeRCjtC%2FdzHvGbudzf7ZBTrXPo0VX0AO0g5JOaHtmhZNTVSFk1syRx3VtN%2BB1Sc6eUARyxXsPaG&X-Amz-Signature=7dc1a313c46b406f837df85dfb715c7d5ef50d7ee348125faf299ca81de3e53c&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

* **Please Note:** Saved reports can also be altered by adding/removing fields or rearranging columns. Click on “rerun report” for the report you want to alter → make your desired changes → click on “update preview” → download → save report. Remember if making updates to an existing saved report, it is good practice to delete the old report after the update has been made. 

## Viewing Saved Reports

To view your saved reports 


1. Under *“Services”* click on *“View Custom Reports”* 
2. Navigate to the appropriate folder 
3. Click on the three dots under *“Actions”* to view available options which are - 
   * Download report
   * Rename report (you will only be able to do this if you are the report owner) 
   * Move to other folder (you will only be able to do this if you are the report owner) 
   * Rerun report 
   * Delete report (you will only be able to do this if you are the report owner) 

## Sharing Reports 

### Sharing your reports 

Once *"Save Report"* is toggled on, the new *"Share Report"* toggle will appear. As per usual, name the report & select the folder you would like to save the report.

 ![Save and Share toggles on](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/14190e08-d9cd-431a-b095-81a6df6b42f7/3be394da-bec0-436b-98df-b29b98ba3aa2/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3366ND6MB%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T201501Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIGJgoRtyfJNgdKr8w0EWJzRUKtgMaji5a4SziWRB2ELOAiEAvqAaq4rHIz1xakAJs6pOa0je8WqyqwrRKsXeg6R%2Fbwsq5gUIkP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGsur7UV0PGHcgdwUCq6Ba2Zntt33DZK55aoleXze6f9o1Xh2T2RBG60boMK1%2B%2Fm4NJRvvnxGV05jU2awvVnvQemxBrvI228k1k%2BTWjq7I3ftNmIgitXlmGv53pJj3WO4%2BxFnXI5eDfQcv1eItc%2FP0PljxbqLUw7511dJbGIA7csXGtGfxZP4a8ex6lyAXS86t5M7VvN8ZrmyMdXaLhXf%2F4%2FS50vhljpVgQeUVGwPcRQoRDcqbU5WP%2BXs9YhowQSsMA3KMK49pTPlAA5347UtFpaTZ4xuOAal9YqdYidOjKl3LBDOY95zzAmtCyuAqgSaEof3QDpPkn2fKM%2FQzIkBuMWQ%2BlgrIT0uY8CCWg00sq%2FWFpMV7dvfGFlYreq2UQgm2VmSdHIvU29sqLU2SlxX7wshhEzCpB%2BnevJAuojD8OXd8c%2B7eAh1GGyE0OqHsUNN3if0YjVEgNoLRKd9CrqrHFc4%2FHIIjZHmL%2By%2B6lXSSgJr9ZFmEBosuNSyGY4ntdDv44pHGcNk1Kgh2%2FHl8fC6C6XEnw9Ziv9vdpmKgICl2xTWUehdU0IyYuAtCt5irW%2BKA7O6QJfbm3jsdPfNPPG%2BjPI%2FOVrVEMq04jz%2FBn80uRnddDyl5SW1rKEa5KN3z3USSUXQCZwhht87c5TDL5HpVzcNcbBWwF%2FXeFm%2FIyIuYJBgTvs3T13VAoqbapwC9V1J%2Bx1i3oj7JFfIx%2BrVKhGRqsMTRCRoxZw8i9nLGpCOa02%2FbbQnqmGzfHuX2%2BFcQL10kvFpWurcVabRu5vXXxE7BKvXfYRbYrzvrQ%2BZ5IV1P%2B6XNHa9kU5HbOET6mFW6PKZo4zmoJBhwlNKpQOZlgqUQUEdiA5S8M%2FTkdLpKJV6U%2FbWykiSNOpBYN79hsDKvMQHamNrHOML02MAEIKHBnV6F4GLmgwD%2BA4QRYWHMzzfLzAFjmunyWuoK7lMKmk%2Bc4GOpABHYGI2Ns%2BZJyhoqd%2BE7lsM1kxepE6O4tUO%2BdLkKXVoV%2B3XUD%2Bx5ulYbAmUAb9U%2Bm8M0zP9MV3wAs0Q3rzHdR8%2FK3zI9IDcgf2eFw73MMMFFy%2FjgqIGCPpvYeRCjtC%2FdzHvGbudzf7ZBTrXPo0VX0AO0g5JOaHtmhZNTVSFk1syRx3VtN%2BB1Sc6eUARyxXsPaG&X-Amz-Signature=66a2d0647b711c2d69f3111411f19abdb226d4dcac381bdaea97673956ff1fd4&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

 ![Icons for Public vs Private](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/14190e08-d9cd-431a-b095-81a6df6b42f7/83e948b1-256c-41f6-a058-b49b39dfbd9b/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3366ND6MB%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T201501Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIGJgoRtyfJNgdKr8w0EWJzRUKtgMaji5a4SziWRB2ELOAiEAvqAaq4rHIz1xakAJs6pOa0je8WqyqwrRKsXeg6R%2Fbwsq5gUIkP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGsur7UV0PGHcgdwUCq6Ba2Zntt33DZK55aoleXze6f9o1Xh2T2RBG60boMK1%2B%2Fm4NJRvvnxGV05jU2awvVnvQemxBrvI228k1k%2BTWjq7I3ftNmIgitXlmGv53pJj3WO4%2BxFnXI5eDfQcv1eItc%2FP0PljxbqLUw7511dJbGIA7csXGtGfxZP4a8ex6lyAXS86t5M7VvN8ZrmyMdXaLhXf%2F4%2FS50vhljpVgQeUVGwPcRQoRDcqbU5WP%2BXs9YhowQSsMA3KMK49pTPlAA5347UtFpaTZ4xuOAal9YqdYidOjKl3LBDOY95zzAmtCyuAqgSaEof3QDpPkn2fKM%2FQzIkBuMWQ%2BlgrIT0uY8CCWg00sq%2FWFpMV7dvfGFlYreq2UQgm2VmSdHIvU29sqLU2SlxX7wshhEzCpB%2BnevJAuojD8OXd8c%2B7eAh1GGyE0OqHsUNN3if0YjVEgNoLRKd9CrqrHFc4%2FHIIjZHmL%2By%2B6lXSSgJr9ZFmEBosuNSyGY4ntdDv44pHGcNk1Kgh2%2FHl8fC6C6XEnw9Ziv9vdpmKgICl2xTWUehdU0IyYuAtCt5irW%2BKA7O6QJfbm3jsdPfNPPG%2BjPI%2FOVrVEMq04jz%2FBn80uRnddDyl5SW1rKEa5KN3z3USSUXQCZwhht87c5TDL5HpVzcNcbBWwF%2FXeFm%2FIyIuYJBgTvs3T13VAoqbapwC9V1J%2Bx1i3oj7JFfIx%2BrVKhGRqsMTRCRoxZw8i9nLGpCOa02%2FbbQnqmGzfHuX2%2BFcQL10kvFpWurcVabRu5vXXxE7BKvXfYRbYrzvrQ%2BZ5IV1P%2B6XNHa9kU5HbOET6mFW6PKZo4zmoJBhwlNKpQOZlgqUQUEdiA5S8M%2FTkdLpKJV6U%2FbWykiSNOpBYN79hsDKvMQHamNrHOML02MAEIKHBnV6F4GLmgwD%2BA4QRYWHMzzfLzAFjmunyWuoK7lMKmk%2Bc4GOpABHYGI2Ns%2BZJyhoqd%2BE7lsM1kxepE6O4tUO%2BdLkKXVoV%2B3XUD%2Bx5ulYbAmUAb9U%2Bm8M0zP9MV3wAs0Q3rzHdR8%2FK3zI9IDcgf2eFw73MMMFFy%2FjgqIGCPpvYeRCjtC%2FdzHvGbudzf7ZBTrXPo0VX0AO0g5JOaHtmhZNTVSFk1syRx3VtN%2BB1Sc6eUARyxXsPaG&X-Amz-Signature=eadd0fe0c0dc2992e755462f7e59fa3b7627176d9f4dee4c30a745857bb8b306&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =256x150")

 ![Shared report folder](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/14190e08-d9cd-431a-b095-81a6df6b42f7/8f39f84b-c55e-4bfb-914d-dfb74c277e9f/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3366ND6MB%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T201501Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIGJgoRtyfJNgdKr8w0EWJzRUKtgMaji5a4SziWRB2ELOAiEAvqAaq4rHIz1xakAJs6pOa0je8WqyqwrRKsXeg6R%2Fbwsq5gUIkP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGsur7UV0PGHcgdwUCq6Ba2Zntt33DZK55aoleXze6f9o1Xh2T2RBG60boMK1%2B%2Fm4NJRvvnxGV05jU2awvVnvQemxBrvI228k1k%2BTWjq7I3ftNmIgitXlmGv53pJj3WO4%2BxFnXI5eDfQcv1eItc%2FP0PljxbqLUw7511dJbGIA7csXGtGfxZP4a8ex6lyAXS86t5M7VvN8ZrmyMdXaLhXf%2F4%2FS50vhljpVgQeUVGwPcRQoRDcqbU5WP%2BXs9YhowQSsMA3KMK49pTPlAA5347UtFpaTZ4xuOAal9YqdYidOjKl3LBDOY95zzAmtCyuAqgSaEof3QDpPkn2fKM%2FQzIkBuMWQ%2BlgrIT0uY8CCWg00sq%2FWFpMV7dvfGFlYreq2UQgm2VmSdHIvU29sqLU2SlxX7wshhEzCpB%2BnevJAuojD8OXd8c%2B7eAh1GGyE0OqHsUNN3if0YjVEgNoLRKd9CrqrHFc4%2FHIIjZHmL%2By%2B6lXSSgJr9ZFmEBosuNSyGY4ntdDv44pHGcNk1Kgh2%2FHl8fC6C6XEnw9Ziv9vdpmKgICl2xTWUehdU0IyYuAtCt5irW%2BKA7O6QJfbm3jsdPfNPPG%2BjPI%2FOVrVEMq04jz%2FBn80uRnddDyl5SW1rKEa5KN3z3USSUXQCZwhht87c5TDL5HpVzcNcbBWwF%2FXeFm%2FIyIuYJBgTvs3T13VAoqbapwC9V1J%2Bx1i3oj7JFfIx%2BrVKhGRqsMTRCRoxZw8i9nLGpCOa02%2FbbQnqmGzfHuX2%2BFcQL10kvFpWurcVabRu5vXXxE7BKvXfYRbYrzvrQ%2BZ5IV1P%2B6XNHa9kU5HbOET6mFW6PKZo4zmoJBhwlNKpQOZlgqUQUEdiA5S8M%2FTkdLpKJV6U%2FbWykiSNOpBYN79hsDKvMQHamNrHOML02MAEIKHBnV6F4GLmgwD%2BA4QRYWHMzzfLzAFjmunyWuoK7lMKmk%2Bc4GOpABHYGI2Ns%2BZJyhoqd%2BE7lsM1kxepE6O4tUO%2BdLkKXVoV%2B3XUD%2Bx5ulYbAmUAb9U%2Bm8M0zP9MV3wAs0Q3rzHdR8%2FK3zI9IDcgf2eFw73MMMFFy%2FjgqIGCPpvYeRCjtC%2FdzHvGbudzf7ZBTrXPo0VX0AO0g5JOaHtmhZNTVSFk1syRx3VtN%2BB1Sc6eUARyxXsPaG&X-Amz-Signature=3b14a50871df5c906557d308c5cf7f6806f399463a3f9219959584a04d8265fa&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

### Permissions to Share Reports 

Only the Admin role can share a report. When the Admin user saves the report, they will only see the report in the nominated folder they saved it in such as *“client reports”* but all other users will see it in the *“shared”* folder.

The relevant permissions are located in the **Organisation Settings → Manage Roles and Permissions** section.

 ![](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/14190e08-d9cd-431a-b095-81a6df6b42f7/55f3fbbc-2bbc-4a1f-98b5-84149aad4439/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAUPPN5IL3366ND6MB%2F20260414%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260414T201501Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJHMEUCIGJgoRtyfJNgdKr8w0EWJzRUKtgMaji5a4SziWRB2ELOAiEAvqAaq4rHIz1xakAJs6pOa0je8WqyqwrRKsXeg6R%2Fbwsq5gUIkP%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgwzMDgxMjU5NzUyODciDGsur7UV0PGHcgdwUCq6Ba2Zntt33DZK55aoleXze6f9o1Xh2T2RBG60boMK1%2B%2Fm4NJRvvnxGV05jU2awvVnvQemxBrvI228k1k%2BTWjq7I3ftNmIgitXlmGv53pJj3WO4%2BxFnXI5eDfQcv1eItc%2FP0PljxbqLUw7511dJbGIA7csXGtGfxZP4a8ex6lyAXS86t5M7VvN8ZrmyMdXaLhXf%2F4%2FS50vhljpVgQeUVGwPcRQoRDcqbU5WP%2BXs9YhowQSsMA3KMK49pTPlAA5347UtFpaTZ4xuOAal9YqdYidOjKl3LBDOY95zzAmtCyuAqgSaEof3QDpPkn2fKM%2FQzIkBuMWQ%2BlgrIT0uY8CCWg00sq%2FWFpMV7dvfGFlYreq2UQgm2VmSdHIvU29sqLU2SlxX7wshhEzCpB%2BnevJAuojD8OXd8c%2B7eAh1GGyE0OqHsUNN3if0YjVEgNoLRKd9CrqrHFc4%2FHIIjZHmL%2By%2B6lXSSgJr9ZFmEBosuNSyGY4ntdDv44pHGcNk1Kgh2%2FHl8fC6C6XEnw9Ziv9vdpmKgICl2xTWUehdU0IyYuAtCt5irW%2BKA7O6QJfbm3jsdPfNPPG%2BjPI%2FOVrVEMq04jz%2FBn80uRnddDyl5SW1rKEa5KN3z3USSUXQCZwhht87c5TDL5HpVzcNcbBWwF%2FXeFm%2FIyIuYJBgTvs3T13VAoqbapwC9V1J%2Bx1i3oj7JFfIx%2BrVKhGRqsMTRCRoxZw8i9nLGpCOa02%2FbbQnqmGzfHuX2%2BFcQL10kvFpWurcVabRu5vXXxE7BKvXfYRbYrzvrQ%2BZ5IV1P%2B6XNHa9kU5HbOET6mFW6PKZo4zmoJBhwlNKpQOZlgqUQUEdiA5S8M%2FTkdLpKJV6U%2FbWykiSNOpBYN79hsDKvMQHamNrHOML02MAEIKHBnV6F4GLmgwD%2BA4QRYWHMzzfLzAFjmunyWuoK7lMKmk%2Bc4GOpABHYGI2Ns%2BZJyhoqd%2BE7lsM1kxepE6O4tUO%2BdLkKXVoV%2B3XUD%2Bx5ulYbAmUAb9U%2Bm8M0zP9MV3wAs0Q3rzHdR8%2FK3zI9IDcgf2eFw73MMMFFy%2FjgqIGCPpvYeRCjtC%2FdzHvGbudzf7ZBTrXPo0VX0AO0g5JOaHtmhZNTVSFk1syRx3VtN%2BB1Sc6eUARyxXsPaG&X-Amz-Signature=6868fb17707a764d7f7ed957715f55898dd59743a44089ffa4500ce0a652bf3a&X-Amz-SignedHeaders=host&response-content-disposition=attachment " =512x288")

## Troubleshooting Tips

* If your report is empty after clicking *"Preview,"* double-check your filter rules. They may be too restrictive, or there might be a typo in a filter value.
* If a desired data column is missing from the selection list, ensure you have selected the correct primary data table from the *"from"* dropdown, as available columns are dependent on this selection.
* If you have a *“server error”* message returned, this may be due to trying to use a rule that is not compatible for the report you are running. Remove the rule and then update the preview again. The error should no longer be returned. **Please note:** if there is a certain rule that you would like to be able to use and it is not working, please reach out to our Customer Care team for further investigation. 




TRIPS Web - Services - How to Use the Custom Report Builder

TRIPS Web - Auto Allocations Guide

TRIPS Web - Organisation Settings - Team Members, Roles & Permissions

TRIPS Web - Organisation Settings - Funding Types and Payers

TRIPS Web - How to Contact the Customer Care Team

TRIPS Web - How to Manage User Account Settings

TRIPS Web - How to Create a New Client 

TRIPS Web - Management and Features of the Client Page

TRIPS Web - Client's Notification Preferences

TRIPS Web - How to Create a Booking

TRIPS Web - How to Delete Bookings

TRIPS Web - How to Create a Group Booking 

TRIPS Web – How to Update a Client's Address and Future bookings

TRIPS Web - How to Complete Verification 

TRIPS Web - How to Create a Driver 

TRIPS Web – How to Deactivate a Driver  

TRIPS Web - Management and Features of the Driver Page

TRIPS Web - Driver Rostering Availability / Unavailability

TRIPS Web - Driver's Currently Logged On

TRIPS Web – How to Create a Vehicle 

TRIPS Web - How to setup a Vehicle Configuration

TRIPS Web – How to Allocate a Driver to a Vehicle Run / Container

TRIPS Web - How to Create a Vehicle Run / Container

TRIPS Web - Editing and Deleting Vehicle Runs / Containers

TRIPS Web - Optimiser Console (Auto Allocation Solution Detail Page)

TRIPS Web - How to use the Copy Forward Feature

TRIPS Web – How to Create/Edit/Delete a Location 

TRIPS Web - Accessing the TRIPS Driver + App

TRIPS Web - Driver's App Guide

TRIPS Web - Driver App Pre & Post Departure Inspection Checklists

TRIPS Web - Organisation Settings - How to set up SSO & SSO Only Invites

TRIPS Web - Organisation Settings - Service Agreements

TRIPS Web - Organisation Settings - How to Create Billing Rules

TRIPS Web - Organisation Settings - How to Create a Booking Tag

TRIPS Web - Organisation Settings - Booking Service Types

TRIPS Web - Organisation Settings - Booking Reminder Notification

TRIPS Web - Organisation Settings - Cancellation Reasons

TRIPS Web - Organisation Settings - Vehicle Type Setting

TRIPS Web - Organisation Settings - Booking Settings

TRIPS Web - Services - How to complete your DEX Reporting

TRIPS Web - Services - TfNSW Reporting (ODIN)

TRIPS Web - Services - How to complete HACC Reporting

TRIPS Web How To Guides

TRIPS Web - Navigating Login Hurdles

TRIPS Web - A Guide to Resolving Driver App Login Issues

TRIPS Web - Content missing from the application

TRIPS Web - Application not behaving as expected

TRIPS Web - Bookings missing from Run-List

3G Network Shutdown

TRIPS Web - 2FA Login Issues

TRIPS Web Troubleshooting Guides

TRIPS Web - Self Help Content

User Guide: Client App - Participant & Family Guide

User Guide: Client App - Provider Guide

Client App

What is my app PIN?

User Guide: Worker App Guide for Workers

Case Notes within the App

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?

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

How to Clear Google Chrome Browser Cache?

Feature Request Form Update

General

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

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

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

How to hide certain alerts?

Alerts User Guide

Alerts

User Guide: Bulk Assigning and Unassigning of Participants and Workers

How to check over reported DEX data? 

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

What is the CHSP reporting process?

CHSP service List and Mandatory Reporting Required from 1 July 2025

CHSP Participant Guides

How to create new Agencies

NDIS Splitting Participant funding into different Budgets

User Guide: Recording Medication Usage for Participants

How to change what shows on the Participant List page?

Participant/Client Leave Requests

How to Send SMS/Email Reminders to Clients?

The Participant Profile User Guide

How to Manage Participant Funding Limits

Service Agreements

How to email a HCP statement to a client?

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

How to generate a HCP statement for a client?

How to regenerate a HCP statement after adjustments?

How to add an adjustment to a generated HCP statement?

Understanding your HCP Statement

HCP Subsidy Increase 01.10.2025

How can I add HCP leave for a client?

User Guide: HCP Funded Participants Setup Guide

HCP Participant Guides

How to create a new participant or client

How to use case notes

Participants

Service Organisation Roster view

How to Email Rosters to Participant?

How to Email Rosters to Workers?

Unassigned Supports - Coordinators and Vehicles rosters views

How to customise the Roster view

Roster Page User Guide

Using The Roster Optimiser - Single Support

Using The Roster Optimiser - Bulk Optimise

Participant Data Setup

Locations & Destinations

Worker Data Setup

Checklist

Roster Optimiser

How to resolve email authentication errors when emailing?

Roster

Changes to Worker's Emails and Password Reset

How to Create Worker Timesheets

What access does each user level have?

Working With Children Checks

How to Send SMS/Email Notifications to Workers?

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 do I Cancel a Support/Shift

How to create Service Organisations

How do I bill for NDIS transport?

How To Limit Support Services to Approved Services Only

Creating Supports for a different Time Zone

How to restore a deleted support?

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

Creating and editing a Recurring Booking

How to Use the Manage Button to Change Supports?

How to Claim / Invoice Cancelled Services?

Grouped Supports

How to use 'Quick Save' on the Supports Page

Creating Therapy Supports with 50% Travel change.

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