This article provides a high level overview of the SD Summary Report.
The SD Summary Report gives users an overview of services delivered grouped by funding management. It helps users assess whether there are claimed or invoiced records that may need to be reversed or credited before:
- changing the funding management on a service agreement, or
- moving SD records between agreements using the Transfer SD function.
Users require advanced level access to view the report. To make the report available to advanced users, a system administrator will also need to either:
- share the Lumary reports folder with them, or
- move the report to a folder that they can access.
Users can launch the report in a new browser tab by clicking on the SD Summary Report button from NDIS or Other service agreements.
SD records are grouped by funding management and sorted in ascending date order. SD records can be filtered by changing the date settings in the filter panel.
Providers can add additional columns to the report, but must not delete or rename it, or amend filters in the Edit Report screen. Deleting or renaming the report could break the connection to the service agreement functionality. Amending filters could affect the quality or accuracy of the data shown.