Reporting & Analytics Engine

When your evidence lives everywhere - emails, loose notes, scattered systems - reporting becomes a nerve-wracking treasure hunt. RomeoHR pulls every scrap of operational data into one place and turns it into clean, audit-ready insights in seconds. No more scrambling, no more “where’s that file?”, no more late-night compliance panic.

Get a free demo with our experts

ISO 27001, ATO, ISO 9001, SOC 2, HIPAA, GDPR compliant
Section Head
Problem Section

Every NDIS provider knows this feeling - that sinking, slightly panicky sensation the moment someone mentions “audit evidence.”
You start digging through inboxes. WhatsApp threads. Random Excel sheets. A few screenshots. A note that someone swears they wrote but apparently didn’t.

It’s messy. It’s stressful. Sometimes it feels like the whole business is balancing on the wrong side of a compliance deadline.

The real problem isn’t you - it’s the disconnected tools, the inconsistent documentation, and the sheer volume of information you’re expected to wrangle. No single place to pull everything together. Until now.

One click. Any report. Anytime.

RomeoHR’s Reporting & Analytics engine gives providers a single source of truth for every shift, every note, every incident, every participant, every staff member - and turns that into clear, audit-ready reports instantly.

Whether it’s a Quality Indicators dashboard or a payroll comparison report, everything’s right there. Clean. Organised. Accurate.

Solution Section

From “I hope we’re compliant…” to “We’re ready whenever they are.”

Imagine this for a moment:
You open your dashboard. Every compliance item has a status. Every overdue item is flagged. Every document is in its place. And every audit report you could possibly need? Ready before you even ask for it.

RomeoHR shifts your entire operations team from reactive to in-control:

 


Reports generated in seconds - not days
Evidence neatly packaged for auditors
Managers confident instead of constantly checking
A business that feels calm, organised, and surprisingly… light

It’s not just reporting. It’s clarity, confidence, and the end of that recurring “audit dread.”

Transformation Section
Olivia Ward

Olivia Ward

Compliance Officer, NDIS Provider (SA)

(5 stars)

We used to take a full week to prepare audit files. It was a scramble across spreadsheets, emails, rosters, invoices, and staff records - and we always worried something critical had been missed.

Now it takes five minutes. With RomeoHR, the reporting engine pulls the evidence we need in a clean, structured format that makes sense to auditors. The system doesn’t just save time - it saves our sanity. We’ve gone from ‘brace for impact’ to ‘we’re ready whenever you are.

Sarah Whitmore

Sarah Whitmore

Operations Manager, NDIS Provider (VIC)

(5 stars)

I didn’t realise how much chaos we were tolerating until I saw all our reports in one place. For years, our data lived across different tools and people - and that made everyday decisions slower and audits more stressful than they needed to be.

With RomeoHR, we can see rostering, timesheets, payroll, incident trends, and participant activity in one coherent view. It’s helped us spot issues early, answer questions fast, and lead with confidence instead of guesswork.

Features Overview

 

Since Reporting & Analytics is included inside RomeoHR packages, below is the full breakdown of everything included within this module.

Who This Is For

  •   NDIS Providers preparing for internal audits
  •   Aged Care teams needing consistent evidence trails
  •   Operations managers who want to stop the endless data chase
  •   Admin staff sick of being “the human glue” between five different systems

 

Benefits

Audit-Ready Confidence
Reports for Quality Indicators, Practice Standards, complaints, incidents, staff compliance - all prepared automatically.
Evidence Without the Chase
Every shift, note, form, incident, payslip, and agreement is captured once and rolled into your reporting library.
True Operational Visibility
Manager dashboards reveal patterns, risks, gaps, and trends without manual digging.

Feature Section

Here’s what your Reporting & Analytics engine includes:


User-generated custom reports
Funding, incidents, risk, complaints, training, goals, rosters
Export case notes, incidents, funding summaries
Margin calculation (Payroll vs Billing)
Internal audit reports
Quality & compliance framework built-in
Practice Standards + Quality Indicators dashboard
Partner-specific reporting + multi-partner segregation
Timesheet & award-interpreted timesheets
Payroll summary, payroll activity, payslip bundles
Employee exports, compliance & skill summary
Participant compliance reports, onboarding files, service agreements
AI-Ready Reporting Layer (Generate reports via natural language queries)
Feature Section
Olivia Ward

Olivia Ward

Compliance Officer, NDIS Provider(SA)

The compliance dashboard alone replaced three tools we were paying for - one for document tracking, one for reminders, and another for reporting. This year our internal audit took about half the time because the evidence was already structured and easy to pull, so we spent less time chasing records and more time reviewing them properly.

Benjamin Clarke

Benjamin Clarke

Director of Operations, NDIS Provider(VIC)

We didn’t change our processes - RomeoHR just finally made sense of the data. Once everything was connected across rosters, timesheets, payroll, and documentation, the gaps and patterns became clear, and we could explain shifts, pay, and claims confidently without digging through multiple systems.

But Will This Really Work For Us?

Until an auditor asks for 12 months of evidence across dozens of participants. RomeoHR does it instantly.

Small providers benefit the most due to limited admin resources.

RomeoHR connects data from your existing workflows with minimal disruption.

Most users learn Reporting in under 10 minutes.

Alexander Price

Alexander Price

Service Delivery Manager, NDIS Provider (QLD)

(5 stars)

I dreaded audits for years. Every time one came up, it meant late nights, messy folders, and that awful feeling that we’d missed something important. Then we switched to RomeoHR and honestly… it feels strange not being stressed. Everything’s just there - staff records, screening checks, training, incident logs, rosters, timesheets, and the supporting evidence tied to claims. When someone asks a question, we can pull the answer in minutes instead of days. It’s the first time I’ve felt genuinely calm going into an audit.

Stop digging for evidence. Start leading with confidence.

 

It shouldn’t take anxiety, late nights, or guesswork to feel compliant. Now it doesn’t.

Frequently Asked Questions

It’s included inside RomeoHR subscription packages.

Yes. Reports align with the requirements of Practice Standards, Quality Indicators, and audit categories.

Most providers have reporting running within a week.

Yes - generate full evidence packs instantly.

Yes - partner segregation is built in.

No - the interface is simple and intuitive.

Create it yourself or let us help during onboarding.

Yes - AI enhances reporting but doesn’t replace manual tools.

Key Reporting & Analytics Benefits Summary

Generate any operational, compliance, or audit report in seconds - no more digging through emails, WhatsApp messages, or spreadsheets.
✅ Automatically produce NDIS Practice Standards, Quality Indicators, incidents, risks, complaints, training, and funding reports - all in one place.
✅ Export complete evidence packs: case notes, incident logs, participant files, payroll summaries, payslip bundles, and service agreements with one click.
✅ See your true financial health with margin analysis comparing payroll vs billing, helping you spot leakage instantly.
✅ Run internal audits anytime with built-in audit-readiness reports and compliance dashboards.
✅ Use AI-Ready Reporting to generate custom reports from any available data - just ask and it builds the report for you.
✅ Track multi-partner or multi-site operations with segregated reporting views for cleaner governance.
✅ Keep full visibility over staff compliance, worker qualifications, screening expiries, and training records without manual tracking.
✅ Reclaim 40+ hours a month by eliminating manual data collection, double entry, evidence chasing, and last-minute audit chaos.