Steps
Set your filters
Choose from:
- Date range — from and to dates (required)
- Coordinator — filter to a specific staff member (or leave blank for all)
- Participant — filter to a specific participant (or leave blank for all)
- Support item — filter to a specific NDIS line item
- Status — filter by activity status (Approved, Billed, Paid)
What’s in an activity report
Each row in the report includes:- Participant name and NDIS number
- Coordinator name
- Activity date
- Support item code and name
- Duration (hours)
- Amount ($)
- Status
- Case note (in the PDF version — truncated in CSV)
Using activity reports for supervision evidence
Supervision is an NDIS Practice Standards requirement. When you’re running a supervision session for a coordinator and need to review their recent work, the activity report is your go-to tool. Example workflow:- Go to Reports → Activities
- Set filters: Coordinator = [staff member’s name], Date range = past 3 months, Status = Approved
- Generate the report and download as PDF
- In the supervision session, review the activity log together — note any patterns in support items, case note quality, participant engagement frequency
- Save the PDF as evidence of what was reviewed in the supervision session