> ## 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.

# DEX reports

> Set up and run Data Exchange reports for Commonwealth-funded services in Visualcare

Visualcare includes reporting tools for Data Exchange (DEX) data. These reports help you track service delivery for Commonwealth-funded services such as Commonwealth Home Support Programme (CHSP).

Access these reports from **Reports** in the main menu.

## Setting up DEX

Before you run DEX reports, your organisation needs to complete the initial DEX configuration. Work through these steps in order.

<Steps>
  <Step title="Provide DEX reference files">
    Download your reference files from the DEX portal (data.gov.au) and email them to [support@visualcare.com.au](mailto:support@visualcare.com.au). The Visualcare team uses these files to configure your DEX service types and outlets.
  </Step>

  <Step title="Configure client profiles">
    For each CHSP client, open their profile and go to the **CHSP/HACC** tab. Tick **Is CHSP** and **Is DEX**, then add the relevant DEX case.
  </Step>

  <Step title="Set up client agreements">
    Open the client's agreement and set the **Agreement Type** to CHSP. Add the **DEX Case** and **DEX Activity** columns to the agreement.
  </Step>

  <Step title="Configure the roster view">
    Use the **Column Chooser** in the roster to add the **DEX Case** and **DEX Activity** columns. This makes it possible to select DEX details when rostering services.
  </Step>

  <Step title="Roster services with DEX details">
    When creating rostered shifts for CHSP clients, select the appropriate **DEX Case** and **DEX Activity**. For meals and transport services, also enter the **Meal Quantity** or **Transport Quantity** as required by DEX.

    For location-based rosters with multiple clients, use **Edit All Extras** to apply DEX details across the group, or **Edit DEX** to update individual clients within the roster.
  </Step>

  <Step title="Record CHSP Home Modification expenses (if applicable)">
    For home modification services, select the Home Modification DEX Activity when rostering. In the timesheet, select **DEX Expense** to record the associated expense correctly.
  </Step>

  <Step title="Export to DEX">
    Navigate to **Settings** → **Data Export** → **DEX Export**. Select your date range and run the **Errors** report first to identify and fix any data issues. Once errors are resolved, run the report to generate the XML file for submission to DEX.
  </Step>
</Steps>

<Tip>Run the Errors report before every DEX export. Fixing data issues before generating the XML file saves time and avoids rejected submissions.</Tip>

## DEX reports

The following reports are available under **Reports** → **DEX Reports**.

| Report                 | Description                                                         |
| ---------------------- | ------------------------------------------------------------------- |
| Service Summary Report | Summarised list of DEX service types and cases by date range        |
| Client DEX Sessions    | Lists all DEX sessions by date range                                |
| DEX Rostered Shifts    | Details support worker services, pay rates and client contributions |

<Tip>DEX reporting is relevant to providers delivering Commonwealth-funded services such as Commonwealth Home Support Programme (CHSP). Make sure your services are correctly configured with DEX service types for accurate reporting.</Tip>

## Running into issues?

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

## Related articles

<CardGroup cols={2}>
  <Card title="Billing to CHSP" icon="file-invoice-dollar" href="/finance/billing-to-chsp">
    CHSP billing through DEX export
  </Card>

  <Card title="CHSP/HACC configuration" icon="gears" href="/client-management/chsp-hacc-configuration">
    Configure CHSP and HACC settings on client profiles
  </Card>

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    Run reports on completed form submissions
  </Card>

  <Card title="Expenses report" icon="receipt" href="/reporting/expenses-report">
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</CardGroup>