NDSS CRM Manual / Communication / Chapter 16: Reports & Analytics
V1.0 / V3.8 · 2024
Chapter 16

Reports & Analytics

Deep insights governed by high scale Python processing metrics and Supabase / Oracle queries. Provides NDIS managers with operational visibility entirely generated via real-time dashboards and granular financial claim batch reporting.

In This Chapter

16.1 Dashboard Reporting Modules 16.2 Financial & Bulk Claims Export 16.3 Custom Analytics Query Generation

16.1 Dashboard Reporting Modules

Live visual reporting allows staff to monitor critical capacity indices and NDIS plan utilization visually. Interactive graphical overlays convert complicated rows of data into immediate operational insight.

Wireframe - Operational Capacity Dashboard
Monthly Capacity vs Utilization
Export PDF Generate Live
98.3%
Total Utilized Staff Hours
$234,440.00
Claimed Bulk
8
Missing Sign-offs

16.2 Financial & Bulk Claims Export

Exporting mass claims specifically formatted for the PRODA portal happens here. Using intensive background batch-tasking driven through Python instances, CSV payloads are verified, processed, and structured precisely under governing NDIS schema mapping guidelines.

16.3 Custom Analytics Query Generation

Beyond predefined reporting scopes, power-users have raw access to query Supabase / Oracle views directly via the Advanced Operations query terminal. This bypasses the typical frontend filters and fetches real-time table joins instantly for ad-hoc organizational investigation.

Chapter 15: Messaging & Communication Chapter 17: Administration & Settings