Using the DEX Readiness Report

The DEX Readiness Report shows you which appointments are missing required DEX Stage 3 details before you run a DEX export, so you can complete them ahead of time rather than finding out during your submission.

Finding the report

The DEX Readiness Report is available from the DEX or Reports section of the left-hand navigation.

What counts as "incomplete"

Service type	Flagged as incomplete when
All DEX-mapped types	No DEX details have been saved at all, or Subcontractor hasn't been set
Meal Delivery, Flexible Respite, Individual Social Support	Session Location hasn't been set
All Respite types	Meals Provided hasn't been set

Optional fields — such as engagement time or trip distance — don't count towards incompleteness.

Using the report

1. Set your date range — this is required.
2. Optionally filter by service type, client name, care worker, or appointment type (single or repeat).
3. The summary banner at the top shows your total incomplete count, split between appointments with no DEX details at all and those that are only partially complete.
4. Each row shows exactly which fields are missing for that appointment.
5. Select the action button on a row to jump straight to that appointment's DEX tab and complete the missing fields. See "Capturing DEX Stage 3 Session Data" in this Knowledge Base.

If everything is complete for your selected filters, the report will clearly say so rather than showing an empty table.