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The Worker Reports section in Visualcare lets you pull reports across your workforce. You’ll find reports covering birthdays, availability, compliance, equipment, training, skills, utilisation and documents. Access worker reports from Reports → Worker Reports in the main menu, or from the Reports tab within an individual worker profile.

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Reports available from the worker profile

The Reports tab within a worker profile provides a report on services provided by that worker. Worker profile report showing services provided

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Reports available from the reporting module

The following reports are available under Reports → Worker Reports.
The Worker Utilisation report is useful for identifying workers who are under-rostered or over-rostered relative to their preferred hours.

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Tracking worker start dates and tenure

There isn’t a dedicated tenure or check-in report under Worker Reports. Each worker’s Start Date is stored on the Engagement Details tab of their profile. To build a list of workers with their start dates (for example, to schedule 1, 6, and 12 month check-ins):
  1. Go to Workers → Profile to open the worker list.
  2. Use the column chooser in the top right to add the Start Date column, then drag it into the header row.
  3. Click the Excel icon to export the list.
  4. Sort or filter by Start Date in Excel to identify workers approaching each check-in milestone.
See Creating a worker profile for more on the column chooser and Excel export.

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Running into issues?

See General troubleshooting for common errors and fixes.

Creating a worker profile

Set up new worker records in Visualcare

Managing worker compliance

Track and manage worker compliance items

Client reports

Run reports on client data

Rosters and timesheets reports

Report on rostering and timesheet data