Client Incident Report Export

Overview

The Client Incident Report Export, available from the Reports menu, allows staff to search and filter Client Incident records, preview the matching results on-screen, and download detailed Incident information in a CSV file.

This allows organisations to:

Pull Client Incident data into spreadsheets for custom reporting, sorting, and filtering
Aggregate Client Incident information for board reports, NDIS Quality and Safeguards Commission reporting, or internal review
Combine Client Incident data with other data sources for trend analysis

The CSV export reflects the filters applied to the on-screen report, so staff can target the export to a specific date range, Service, Incident Type, or other search criteria.

Audience: Team Leaders, Managers and staff responsible for reviewing Client Incidents.

Summary

The following list summarises the content of this article. Click on the links below to take you to the relevant sections:

Who Can Access the Report Export

The Client Incident Report Export is accessible to all staff. However, the data returned is restricted based on your access level:

You will only see incidents for clients you have access to.
NDIS access rules apply — staff providing specialised services such as Financial Plan Management (FPM) and Support Coordination (SC) will see incidents according to the access permissions configured for their role.
Managers Only incidents set to 'Managers Only' are only visible to staff with manager-level access.

Return to Summary

How to Access the Report Export

Navigate to the Reports menu and in the Client Records section select Client Incident Report Export:

Return to Summary

Report Search Filters

Select the relevant options from the available search criteria:

Incident Date From/To - Set a date range using a From and To date to return incidents that occurred within that period
Type - Filter by a specific incident type, or leave as All Types
Category - Filter by a specific incident category, or leave as All Categories
Sites - Select one or more specific Sites, or leave All Active Sites selected
Services - Select one or more specific Services, or leave All Active Services selected

Once your filters are set, select Generate Report

Return to Summary

Previewing the Report Results

After selecting 'Generate Report', the results are displayed onscreen, allowing you to preview the Incidents that match your search criteria.

A notification displays at the top advising ' Report results contain only the records that you have the required permissions to view'.

A count of matching records is displayed above the results (e.g. Showing Client Incidents 1–10 of 10).

The search criteria panel in the sidebar lets you adjust filters as needed and re-run the report at any time without losing your selections.

The following columns of information are included in the onscreen results:

Client (first and last name)
Date
Type
Category
Description
Site
Service

If the results contain more records than the maximum displayed per page, the results are paginated, and additional records can be accessed via the numbered tabs below the results.