> ## Documentation Index
> Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# NDIS tab and statements

> Generate NDIS funding reports and track goal progress from the client profile

The NDIS tab on the client profile provides NDIS-specific reports and tracks the progress of client goals against their funding.

## Accessing the NDIS tab

Select a client and navigate to **Client Profile** → **NDIS** tab.

## Generating reports

Two reports are available from this tab:

* **Statement of Participant's Support** - a summary of services provided to the participant
* **Funding Breakdown Report** - a detailed breakdown of funding usage across active NDIS agreements

### Creating a report period

1. Click **New Period**
2. Enter a start and end date
3. Click **Create**

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/ndis-tab-and-statements/image-1761890140209-0.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=177920a37054d7be47c636da0be13d52" alt="Creating a new NDIS report period" width="886" height="346" data-path="images/client-management/ndis-tab-and-statements/image-1761890140209-0.png" />

The system generates the reports and calculates the funding amount using all active NDIS agreements for the client during the selected period.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/ndis-tab-and-statements/image-1761890140210-1.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=082e65fb8a8eb38a3f7dc93f12a64f61" alt="NDIS reports generated for the period" width="351" height="265" data-path="images/client-management/ndis-tab-and-statements/image-1761890140210-1.png" />

Select either report from the list to save or print.

## Running into issues?

See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="NDIS agreements" icon="file-contract" href="/client-management/ndis-agreements">
    Create and manage NDIS agreements
  </Card>

  <Card title="Goals" icon="bullseye" href="/client-management/goals">
    Set and track client goals linked to service categories
  </Card>
</CardGroup>
