NDIS Reports – Support Plan

The NDIS Support Plan report provides a summary of the selected Support Plan, including signatory panels.  This report is useful for discussing with the client and recording agreement of the support plan.


Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Select Reports from the top menu

Reports page

The On-Demand Reporting page is displayed

Step 3. Select the NDIS – Support Plan Report from the list

NDIS Support Plan Report

The parameters are displayed

Step 4. Click the Support Plan ID dropdown list and select the required Plan

Tip: You can also run the report when viewing a Client 
support plan. A shortcut will be available on the 
Support Plan page. 

Support Plan Shortcut

For further information click here.

Step 5. Click Run Report

Once the report has completed processing, click the ‘Click Here to Download’  link

Download Report

The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.

The NDIS – Support Plan Report is displayed.

The Report lists the following information:

Plan Information

  • Support Plan Name
  • Client Name
  • Client NDIS ID
  • Support Plan Start Date
  • Assignee
  • Support Plan Next Review Date

Plan Goals (Service Bookings)

A list of all support items allocated to the support plan, along with their Plan Goals (Service Bookings) and the total amount allocated to that booking.

  • Goal (Service Booking) Summary
    • Goal Name (Service Booking)
    • Goal (Booking) Strategies
    • Goal (Booking) Outcomes
    • Support Units
    • Frequency
    • Total Amount ($)
  • Support Item(s)
    • Support Item Name
    • Support Category
    • Part Number
    • Unit Price
    • Service Type
    • Status

Plan Agreement

  • Client details and signature area
  • Parent/Guardian signature area
  • Assignee signature area
  • Manager signature area

Further Information

For further information, refer to the following articles

Updated on February 18, 2020

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