It can be used to:
View the total charge per service user
Understand how charges have been calculated
Export charge data for invoicing purposes
Please note: this report will only be visible for admins & managers.
Where can I find the Charge Report?
To access the Charge Report:
Go to the Reports tab
Select Rostering from the left-hand menu
Click Charge Report
The report will display charge information for all service users based on the selected date range.
All charge calculations are based on reconciled events from the Reconciliation tab.
Using the Charge Report
You can use the available filters to narrow down the information shown:
Date range – select the period you want to review
Service User – view charges for specific service users
Funding type – filter charges based on funding type
The report table shows:
The total reconciled charge per service user
The total reconciled hours per service user
Any items requiring attention
Important - If any items are marked as "Needs attention", the report may not be fully accurate.
This means there are still unreconciled events that need to be reviewed. Please go back to the Reconciliation tab and reconcile any outstanding visits before using the report for invoicing.
Viewing a detailed breakdown
To see how a service user's charge has been calculated, select the service user from the report.
A detailed view will open showing:
Reconciled visits and shifts, including the date, assigned team members and event type
The event status and charged time for each entry, including whether this is based on:
Planned time
Custom charge
No charge
The applied charge rate and calculated charge amount
At the bottom of the detailed view, you’ll also see a summary of the total visits, broken down by care type.
Exporting charge data
The Charge Report can be exported to help support your invoicing process. Before exporting, we recommend checking that all visits have been reconciled and that there are no outstanding items marked as "Needs attention" to ensure the information is as accurate as possible.
If you don't see this feature just yet - do not worry, this feature will be with you soon!