Homebased: Reports Summary

Modified on Wed, 6 Mar at 4:19 PM

Discover has a reports section dedicated to Homebased Services. These can be found via Reports > Homebased.
The table below provides a summary of the information available in these reports.

Report	Summary & Notes	Format	Sample
Booking Report *Service-Level Report	Weekly Bookings by Educator. Displays: Educator Contact Details. Children enrolled with Educator. Child bookings by day with hourly view.	Print PDF	Sample Booking Report
Child Funding *Service-Level Report	Funding information for a specific child, for a specific funding period. Displays: Page 1 - by Month Number of days funded each month. Under 2 and over 2 # of funded hours each month. 20 hours funding each month. Plus 10 hours funding each month. Page 2 - by Date of Booking Displays: Educator name Coordinator name Booking times & hours Attendance times & hours Under 2 hours claimed Over 3 hours claimed 20 hours claimed Plus 20 hours claimed Reason for no claim	Print Copy PDF	Sample Child Funding
Service Funding *Service-Level Report	Service Funding Hours by time period (month from, month to). Shows by day or week (admins able to specify). Displays: Under 2 hours Over 2 hours 20 hours Plus 10 hours Total hours Funding amount Invoice amount	Print Copy PDF	Sample Service Funding
Funding Analysis *Group-Level Report	Revenue analysis in pivot table format. Highly customisable report that allows visibility over: Funding, bookings, attendances, invoiced amounts etc. by service, service type, room, region, group, etc. by day, week, month, year, etc.	Excel Download	Sample Funding Analysis
Funding by Educator *Service-Level Report	Funding information by Educator/s or Coordinator/s for a set time period (month from, month to). Displays - by Educator/Coordinator: Date Educator name Coordinator name Funded Hours (hours): Under 2 Over 2 20 hours Plus 10 hours Total Funded Value (4): Under 2 Over 2 20 hours Plus 10 hours Total	Print Copy PDF	Sample Funding by Educator
Service Funding Summary *Service-Level Report	Provides Service Funding Hours and Amounts by specified Funding Period. Displays: Actual Funding Advanced Funding In each month of funding period: Hours, Rate and Amount Of Under 2 Over 2 20 hours Plus 10 hours Total	Print Copy PDF	Sample Service Funding Summary

Service Balance *Optional Group-Level Report	Provides Closing Balance of each Bill Payer at specified Service/s as of a specified date. Displays: Account/Bill Payer Associated Child Debit Credit Optional: Child surname Educator	Print Copy PDF	Sample Service Balance
Payments Report See Payments Report Article Here *Service-Level Report	Provides a summary of the amounts to be paid to Educators/Carers over a specified time period. Multiple report fields available to specify discounts, fees, booked hours, attended hours etc. Allows adjustments to be made to Educator Payment amounts.	Print Copy PDF Generates compatible CSV files for: Westpac ANZ BNZ ASB	Sample Payments Report
Homebased Visitors *Service-Level Report	Visitor Information entered via tablet for specified date range. Displays: Name Purpose Time arrived Time left Address Phone Email Company Vaccination Information	Print Copy PDF	Sample Homebased Visitors Report
Educator Payroll Summary *Service-Level Report	Shows Payroll information for a specific Educator for a specific time period. Displays: Educator Name Pay Period Payroll ID Tax Number Employment Start Employment End Optional Fees amount Total Payments over period Total Attendance Hours Average Weekly Earnings Last Payment Amount Last Payment Date Donation	Print PDF	Sample Educator Payroll Summary
Validate Educator Payrolls	Provides a comparison of Payroll information for the previous 3 months.	PDF
Weekly Dashboard Details *Service-Level Report	Weekly Overview of number of Children: Under 2 Over 2 Over 3 and their: # of funded hours Average funded hours Number of: Educators Families OSCAR children Children receiving Welfare	Print Copy PDF	Sample Weekly Dashboard Details
Coordinator Report (Found in Staff Reports)	Weekly Overview of Children enrolled with Educators under a specified Coordinator Hourly view of: Children attending Number of children in Educator's care at any time Fields include: Educator name Educator details Educator qualifications Child Information Child Contact details Coordinator name	Print Copy PDF	Sample Coordinator Report