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
- Open Exports.
- Select Create Export, then choose an export from one of the groups below.
- Configure any filters and select Create Export.
- When the file is ready, select Download on the Exports page.
If your organisation requires an export reason, the creation form also shows a required Reason field. The reason is stored with the request and shown in the Exports list.
Tracking and recovering exports
The Exports page updates each request through Queued, Processing, Completed, or Failed. A completed export has a Download button and an action to delete it from the list.
If an export fails, hover over Failed to read the reason. There is no retry action on a failed row. Return to Create Export and create it again. If the export timed out or was too large, use a shorter date range or narrower filters before trying again. Failed rows remain on the Exports page for up to 48 hours.
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
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
Tasks
Users
Sites
Directory
Other
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.