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How-To Guide

How do I generate provider reports?

Guide to generating provider reports and analytics.

22 viewsFor: Provider, Agent

Generating Provider Reports

Create reports about property performance and outcomes.

Available Reports

  • Property Performance: Occupancy, vacancy, placements
  • Application Report: Applications, approvals, timelines
  • Placement Outcomes: Placements, lengths, satisfaction
  • Financial Report: Revenue, funding, sustainability
  • Sustainability Dashboard: Occupancy %, revenue/costs

Access Reports

  1. Go to Reports
  2. Select report type
  3. Choose date range
  4. Click Generate

Customize

Most reports allow:

  • Date Range: Months or years
  • Properties: Single or all
  • Metrics: Choose what to include
  • Format: Online, PDF, Excel

Report Formats

  • Online: Dashboard with charts
  • PDF: Professional format
  • Excel: For spreadsheets
  • Print: For records

Use For

  • Board reporting
  • Financial planning
  • Grant applications
  • Staff performance
  • Stakeholder updates

Understanding Data

Occupancy Rate:

  • (Occupied beds / Total beds) × 100
  • Higher = better sustainability
  • Track month-to-month

Vacancy Duration:

  • Days between moves
  • Longer gaps = lost revenue
  • Target: Minimize

Placement Timeline:

  • Days from application to move-in
  • Faster = better
  • Track average

Application Quality:

  • Proportion approved
  • Higher = fewer wasted hours
  • Track which sources work best

Year-on-Year

Track improvement over time:

  • Is occupancy improving?
  • Are placements faster?
  • Better application quality?

Benchmarking

Compare to:

  • Housing Match average
  • Similar properties
  • Regional peers (anonymized)
  • Industry standards

Share Reports

  • Share with hospitals
  • Use for funding applications
  • Present to board
  • Share with support coordinators

Don't share resident identifying information without consent.

Troubleshooting

No data showing?

  • Check date range
  • Verify placements recorded
  • Confirm property configuration

For help: hello@housingmatch.com.au

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