The money, day by day.
Revenue from every invoice, wages from every timesheet, contractor bills, and the profit. Month by month, one chart.
The Short Version
Five dashboards, one click.
Financial, workforce, participants, risk and compliance, and operations. Month to date, a week or the year so far.
Reports without the all-nighter.
Pick a report, set the dates, hit Generate. Download the CSV or save it for next time.
What's Actually in It
1. Where the Money Went, Day by Day
The Financial overview on your dashboard puts the month on one chart: revenue from every invoice, expenses from every timesheet and contractor bill, and the profit line on top. Pick another month and it redraws. No exports, no pivot tables, no waiting on the bookkeeper.
- Revenue counts every client invoice on the day of the shift; archived invoices are left out
- Expenses add up staff timesheets, allowances included, and allied health subcontractor bills
- The month's total revenue and profit up top, and any day's revenue, expenses, profit and margin when you hover it
- Live counts above it: active participants, active staff, shifts still to start today and houses
- The rest of today on the same page: the week's highlights, shifts under way, leave to approve and incident reports to publish
2. Five Dashboards. Pick the Month, the Week or the Year.
Analytics gives you five dashboards: Financial, Workforce, Clients, Risk & Compliance and Operations. Pick month to date, a single week or the year to date, and every card and chart follows. The numbers are worked out overnight, every night, so they're waiting for you in the morning.
- Financial: revenue, gross margin, payroll split into base rates and allowances, allied health costs against revenue, and invoices not yet sent to Xero
- Workforce: who clocks in on time, how late the late ones are, cancelled shifts and leave by type
- Clients: participants by status, care notes written on completed shifts, incidents per participant, and your top five participants by shifts and by revenue
- Risk & Compliance: open risks by category, incidents and ABC reports, and staff documents expired or running out in the next 30 days
- Operations: shift completion, average shift length, allied health appointments, logins and active users
- Print any dashboard, charts and all
3. Reports in Two Clicks
Pick a report, set the dates and filters, hit Generate, and it's on screen. Download it as a CSV for the board, the auditor or your accountant, or save it to Orangised so it's there next time.
- 19 reports: invoicing, staff payroll, incidents, ABC reports, six health logs, client risks, staff leave, compliance and competency documents, continuous improvement, feedback, cancelled shifts, equipment and vehicles
- Filters that fit the report: participant, worker, date range, status, published or not
- A preview on screen before anything is downloaded
- Saved reports kept with a title and description, ready to open again
- A participant's care notes and health logs printed as a PDF for any date range
- Every receipt and shift photo from completed shifts in a date range, zipped up in one download
4. Your Own Forms. Your Own Documents.
Build the forms you need without a developer, and turn your own Word templates into finished PDFs with the details filled in.
A form builder
Headings, text, tick boxes, radio buttons, dropdowns, dates, times and a signature. Drag them into order and preview it.
Forms that go out by link
Email a data collection form to a participant or their family. They fill it in from the link, no login.
Your Word templates
Upload a template with merge fields for staff, participants or contractors. Orangised fills it in and makes the PDF.
Your layout on built-in PDFs
Swap in your own template for care notes, care plans, health logs, incident reports and more.
The Full Analytics & Reports List
Everything in analytics, reports, forms and templates. What it doesn't do is in the answers below.
The Dashboard
Today and this month, at a glance.
- Revenue, expenses and profit for the month, day by day, on one chart
- Pick another month from the month list and it redraws
- Hover a day for its revenue, expenses, profit and margin
- Active participants, active staff, shifts still to start today and houses
- Highlights for the next seven days: birthdays, public holidays, company events, plan expiries, work anniversaries and staff leave
- Shifts still to start today and shifts under way right now
- Leave waiting for approval, and who's off today
- Incident and ABC reports waiting to be published
Financial Dashboard
Where the money came from and where it went.
- Total revenue, gross margin and average revenue per active participant
- Total payroll, split into base rates and allowances
- Allied health subcontractor costs as a share of revenue
- The total of invoices not yet sent to Xero
- Payroll to revenue on a gauge
- Invoices by status, and revenue by SIL house
Workforce Dashboard
Who's turning up, and when.
- Active and inactive staff, and shifts per worker
- On-time and late clock-ins on individual shifts: more than five minutes counts as late
- The average delay on the late ones
- Cancelled shifts as a share of all shifts
- Unassigned shifts, and leave by type
Clients Dashboard
Every participant, counted.
- Participants by status: active, inactive, archived, on hold and waitlist
- Care notes written on completed shifts, as a percentage
- Incidents and ABC reports per active participant
- Average shifts per participant per week
- Health logs and incident reports by type, and participants per house
- Your top five participants by completed shifts and by revenue
Risk & Compliance Dashboard
The problems, before they grow.
- Open client, home, community activity and organisational risks
- Incidents and ABC reports in the period, and participants rated High
- Staff documents expiring in the next 30 days, already expired, and workers with none on file
- The same for allied health practitioners
- What's running out, by document
Operations Dashboard
How the machine is running.
- Shift completion rate and average shift length
- Allied health appointments, and tasks by type
- Active staff against your plan limit
- Logins, unique active users and logins by day
Every Analytics Dashboard
Same controls, every time.
- Month to date, year to date or a single week
- Any of the last five years
- Worked out overnight, every night
- Print it, charts and all
Reports
Two clicks, one CSV.
- Financial: invoicing and staff payroll
- Company resources: equipment and vehicles
- Participants: incidents, ABC reports, medication, fluid and food, sleep and hygiene, bowel movement, diabetes, blood pressure and client risks
- Staff: leave, competency documents and compliance documents
- Other: continuous improvement, feedback and cancelled shifts
- Filters for participant, worker, dates, status and published or not
- Preview on screen, then download as CSV
- Save a report with a title and description, and open it again later
Downloads and PDFs
Out of the system, in one go.
- A participant's care notes and health logs printed as a PDF for any date range
- Receipts and shift photos from completed shifts in a date range, zipped
- Any analytics dashboard printed
Form Builder
Your forms, no developer.
- Headings, paragraphs, text fields, text areas, tick boxes, radio buttons, dropdowns, multi-selects, dates, times, spacers and signatures
- Drag fields into order, duplicate them and preview the form
- Download a form as a file and load it back in
- Data collection forms sent to participants and families by email, filled in from a link with no login
- Answers and signatures kept on the participant record
- The same forms run your surveys
Document Templates
Your letterhead, filled in.
- Your own Word templates for staff, participant and contractor documents
- Merge fields for names, contact details, plan managers, support coordinators, the active budget and signatures
- Filled in and turned into a PDF
- Signed in the app, on the phone or from an emailed link, with every signed version kept
- Your own layout for built-in PDFs: care notes, care and support plans, health logs, incident and ABC reports, development plans and more
Want to see your own numbers in it? Book a demo. We set up your portal for you and walk your team through it.
The Honest Answers
What it does, what it doesn't, and no fine print.
The Financial overview on your dashboard is: it adds up invoices, timesheets and contractor bills when you open it. The five Analytics dashboards are worked out overnight, so today's shifts show up tomorrow morning. They're also marked Beta, because we're still adding to them.
