Reports

Reports Summary

The Reports dashboard conveniently displays all the reports provided by Worker CRM. A back office operator is able to generate these reports either ad hoc or automatically through MEMBER CRM’s report management system.

The available reports to generate are:

Finance

• Annual Statements - Generate annual worker benefit statements.
• Debtors Report - Generate a list of aged receivables.
• Entitlement Details - Generate a list of entitlements.
• Payments Summary Report - ATO PAYG Report.
• Payments Report - A list of claim payments by date paid.
• Refunds Report - A list of refunds by date paid.
• Receipts Report - A list of finalised receipts by date and batch.
• General Ledger Extract - Extract transactions by a date range configured for your accounting system.
• Actuary Report - Generate report for actuarial review.

Returns

• Company Returns Report - A list of company returns by date.
• Member Returns Report - A list of member returns by date.
• Absent Service Report - A list of members who have not received service on consecutive company returns.

Companies

• Company Details - Generate a list of companies.
• Company Status Audit - Generate company status audit report.
• Company Contacts - Generate company contacts report.

Members

• Member Details - Generate a list of members.
• Member Status Audit - Generate member status audit report.
• Member Merge/Unmerge Audit - Generate member merge/unmerge audit report.

Audit

• Activity Feed Report - Generate activity feed data.

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