View Participant Insights

Introduction

This article explains how providers and coordinators can view Participant Insights in the MyConsumables web app. Insights provide a clear overview of a participant’s budget usage, spending trends, and completed orders to help with monitoring and planning.

Before you start

• Logged in as a Provider or Coordinator

• At least one participant linked to your account

• Must have a stable Internet connection

• Already had a completed orders 

Accessing Participant Insights

1. Log in to the MyConsumables web app.

2. From the side menu, click Insights.

3. You will see a list of participants connected to your account.

Participant Listing in Insights

On the Insights listing page, you can:

• View all connected participants

• Search participants by name or NDIS number

• Filter participants by:

  • NDIS

  • SAH

  • All

Click View Insights on a participant to open their detailed insights page.

What You Can See in Participant Insights

Budget Overview

• Annual Budget – Set to 0 by default. You must enter an annual budget to enable calculations.

• Max Monthly Budget – Automatically calculated based on the annual budget.

• This Month’s Total Expenses – Automatically calculated when an order is Completed for the current month.

Spending Graph

• A bar graph showing monthly spending.

• Hovering over a bar displays:

  • Monthly spending

  • Forecasted spending (calculated from previous months)

  • Max monthly budget

• Line graph are color‑coded to make comparison easier.

Completed Orders & Products

• Displays a list of products from completed orders for the participant.

• Helps identify frequently purchased or high‑spend items.

Download Participant Insights

• Click Download Insights to generate a PDF report.

• The PDF includes all details shown on the participant’s insights page, including budget, spending graphs, and product lists.

Tips / Best Practices

• Set the annual budget as early as possible for accurate insights.

• Review insights regularly to spot spending trends.

• Use the forecasted spending to plan ahead and prevent overspending.

• Download insights for reporting or sharing purposes.

Troubleshooting / Common Issues

• Insights showing zero values: Ensure the annual budget is set and orders are marked as Received.

• Graph not updating: Refresh the page or confirm recent orders were completed.

• PDF not downloading: Check your browser download settings and try again.

Related Articles

• Participant Management Overview 

• Budget Tracking (Participant)

• Spending Overview

• Order Management Overview

Feedback / Help Option

If you still need help, contact our support team via the Help Center.