Exports

The Exports page lets you download Astalty data for reporting, record-keeping and analysis. Most exports produce a CSV file. Some create an Excel workbook, PDF or ZIP instead, as described in the export's guide.

Only Admins can use Exports. Which exports you see also depends on your plan and enabled modules, and some need Finance access, Scheduling, or access to the records they contain.

Creating an export

1. Open Exports.
2. Select Create Export, then choose an export from one of the groups below.
3. Configure any filters and select Create Export.
4. When the file is ready, select Download on the Exports page.

Available exports

Exports are grouped under the same headings as the Create Export page.

Participants

• Participants
• Notes
• Risks
• Participant Contacts
• Participant Tags
• Utilisation
• Goals
• Plans
• Participant Records
• Record Acknowledgements
• Participant Information Items
• Participant Documents
• Flagged Notes

Finance

• Invoices
• Outstanding Invoices
• Payment Allocations
• Team Billables
• Team Billable Hours
• Staff Payments

The Invoice Task & Note Export is created from an individual invoice's Actions menu, so it is not listed on the Create Export page.

Forms

• Form Submissions
• Referrals
• Incidents
• Feedback
• Complaints

Tasks

• Tasks
• Tasks Without Notes

Users

• All Users
• User Records
• Qualifications Compliance
• Capacity
• Login History

Sites

• Site Records

Directory

• Plan Managers
• Organisations
• Contacts

Other

• Signature Requests

Shifts

• Shifts
• Active Overnights
• Completed Shifts
• Shift Approvals Variance
• Supports Without Notes
• Support Notes
• Support Tasks

Overview video

For a walkthrough of the export process, see the Exports Overview Video.