List utilisation for all participants

{
  "data": [
    {
      "participant_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "participant_number": "NDIS-123456789",
      "display_name": "Alice Johnson",
      "first_name": "Alice",
      "last_name": "Johnson",
      "support_category": "SDA",
      "support_category_text": "Specialist Disability Accommodation",
      "support_type_text": "Core",
      "is_pace_plan": false,
      "tags_array": [
        "NOT PACE"
      ],
      "plan_start_date": "2023-07-01",
      "plan_end_date": "2024-06-30",
      "time_end_date": "2024-06-30",
      "spent_num": 12500.75,
      "approved_num": 15000,
      "allocated_num": 20000,
      "remaining_num": 7500.25,
      "released_num": 18000,
      "budget_utilisation_ratio": 0.69,
      "budget_utilisation_percent": 69,
      "time_utilisation_ratio": 0.75,
      "time_utilisation_percent": 75,
      "utilisation_delta_percent": -6,
      "utilisation_summary": "On track with budget, slightly under time utilisation",
      "spend_rate_multiplier": 0.92,
      "projected_exhaustion_date": "2024-08-15",
      "monthly_burn_rate": 1800,
      "expected_monthly_rate": 2000,
      "projected_overspend_amount": 1200,
      "category_next_instalment_start": "2024-07-01",
      "type_next_instalment_start": "2024-07-01",
      "next_instalment_release_amount": 5000,
      "account_manager": "7b9e8f4a-2d3c-4f1a-9b7e-123456789abc",
      "account_manager_name": "John Smith"
    }
  ],
  "pagination": {
    "limit": 20,
    "offset": 0,
    "total": 150,
    "has_more": true
  }
}

Budget utilisation data for ALL active participants across all support categories. Same fields as utilisation-overspend but not filtered to overspending categories only. Sorted by participant name then support category. Requires X-Plan-Manager-Id header.

Authentication

AuthorizationBearer

API key issued for your account. Send as Bearer token in the Authorization header.

X-Plan-Manager-Idstring

Plan manager UUID. Required on all public API requests to scope data access.

Query parameters

account_managersstringOptional

Filter by account manager user IDs (comma-separated UUIDs)

categoriesstringOptional

Only include these support categories (comma-separated)

exclude_categoriesstringOptional

Exclude these support categories (comma-separated). If omitted, the web app’s default Funding exclusions are applied; pass an empty value to include all categories.

limitintegerOptional1-100Defaults to 20

Items per page

offsetintegerOptional>=0Defaults to 0

Number of items to skip

Response

List of utilisation rows for all participants

datalist of objects

paginationobject

Errors

400

Bad Request Error

403

Forbidden Error

500

Internal Server Error

$	curl https://api.caresquareapi.com/api/public/v1/notifications/utilisation \
>	-H "Authorization: Bearer <token>" \
>	-H "Content-Type: application/json"