The Reports section gives you downloadable reports across your organisation’s data — activities, budgets, compliance, finance, and staff. Reports are available as PDF (for sharing and filing) or CSV (for analysis in Excel or similar).
Reports hub showing the five report categories: Activity, Budget, Register Exports, Data Export, and Compliance

Report categories

Activity Reports

Activity logs by coordinator, participant, date range, or support item. The primary evidence base for NDIS audits and supervision reviews.

Budget Reports

Budget utilisation by participant or support category. Snapshot view of plan spend versus allocation for any date range.

Register Exports

PDF and CSV exports of the four audit-ready registers: Risk, Supervision, Training, and CAPA. Formatted for direct inclusion in an audit evidence pack.

Data Export

Full data exports across participants, activities, and contacts. Use for internal analysis, board reporting, or migration.

Compliance Reports

Staff compliance status — worker screening, training completion, supervision currency, COI disclosures.

How reports work

Go to Reports in the sidebar to see the reports hub. Select a category, choose your filters (date range, coordinator, participant), and click Generate. Most reports are available in both PDF and CSV format. PDF reports use a two-column layout consistent with NDIS audit documentation standards — they’re formatted to look professional when shared with the NDIA or an external auditor.

Reports for NDIS audits

When preparing for an NDIS Quality & Safeguards Commission audit, these are the reports auditors most commonly request:
What auditors look forWhere to get it in CoordHub
Evidence of supervision sessionsReports → Compliance → Supervision Register (Export PDF)
Staff training recordsReports → Compliance → Training Register (Export PDF)
Incident registerReports → Compliance → Incidents summary, or Compliance → CAPA Register
Risk registerReports → Compliance → Risk Register (Export PDF)
Activity records for specific participantsReports → Activities, filtered by participant and date range
Budget utilisation evidenceReports → Finance → Budget Utilisation, filtered by participant
Evidence of SA completionService Agreements register (from Registers section)
Pull the four audit-ready register PDFs first — Risk, Supervision, Training, and CAPA. These are the core evidence pack for a Core Module audit.
For NDIS audit preparation, use the Register Exports section — see Register exports for the four audit-ready register downloads.
Yes. Most reports in CoordHub support multi-participant filtering. In the Activity Reports section, leave the participant filter blank to include all participants, then apply other filters (coordinator, date range, support category) as needed. The resulting CSV will include a participant column so you can sort or pivot in Excel.
Reports can be run across your full data history — there’s no minimum or maximum date range enforced by CoordHub. For very large date ranges (more than 12 months), export to CSV rather than PDF, as PDF generation can time out on large datasets.
Reports are generated on demand and filtered by your criteria — you choose what to include. Register Exports are pre-defined exports of the four compliance registers in a standardised format designed for auditors. Use Reports for operational visibility; use Register Exports when preparing an audit evidence pack.