Rostery
ReportingBranding on Reports & Exports

Branded NDIS Reports & Exports

Set your logo, colour and business details once, and they appear on your reports, statements and documents.

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  • Set once
  • On report exports
  • On statements and documents
  • Checked as you enter
Your logo and colours on every export and document

Where your name needs to appear

Everything that leaves the office says who it came from.

Reports

Figures for managers, boards and auditors.

Statements

Plan management and support coordination statements.

Payslips

Every worker's pay advice.

Agreements

Service agreements with participants.

Progress notes

Notes exported for families, reviews or audits.

Data exports

Your own copy of everything you hold.

A report that goes to a participant, a plan manager or your board should look like it came from you. Rostery puts your logo, colour and business details on the documents it produces, from one set of settings.

How branding works in Rostery

An administrator opens Settings, then Branding, uploads the logo (PNG, JPG, WebP or GIF, up to 2 MB), picks a brand colour and enters the organisation name, ABN, NDIS registration number, address, phone, email and website. A preview shows the header your exports will carry. Rostery checks the NDIS registration number is in the right format before saving.

Your branding then appears on report exports in Excel and PDF, the cover sheet of your full data export, payslips, plan management and support coordination statements, service agreements, progress note exports, support coordination claims and reports, contractor bills and aged-care documents.

How Rostery applies your branding

1

One set of settings

Upload the logo, choose a colour and enter your name, ABN, NDIS registration number, address, phone, email and website in Settings, then Branding.

2

On report exports

Excel and PDF report exports carry your logo, colour and details as a letterhead.

3

On statements and documents

Payslips, plan management and support coordination statements, service agreements, progress note exports, contractor bills and aged-care documents.

4

Checked before saving

The NDIS registration number must be in the NDIA's format, the colour must be a valid hex code, and the logo must be an image under 2 MB.

Who uses it

Owners and administrators

Set the branding once for the whole organisation.

Finance

Send statements and payslips that carry your details.

Coordinators

Export reports and notes that look like your organisation's.

Get your branding right

  • Use a PNG logo, so it shows in Excel exports as well as PDF
  • Check the ABN and NDIS registration number
  • Use contact details people should actually use
  • Pick a colour that reads well on a white page
  • Preview the export header before saving

Set up branding in four steps

  1. 1

    Open Branding

    Settings, then Branding.

  2. 2

    Upload your logo

    PNG works best across Excel and PDF.

  3. 3

    Enter your details

    Name, ABN, NDIS registration number and contacts.

  4. 4

    Preview and save

    Check the export header, then save.

See Branding on Reports & Exports on your own data

A guided demo with your participants, staff and price book. No obligation.

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Branding on Reports & Exports: questions

On report exports in Excel and PDF, the full data export, payslips, plan management and support coordination statements, service agreements, progress note exports, support coordination claims and reports, contractor bills and aged-care documents.

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