Exports

The Exports page in Astalty lets you download your data for reporting, record-keeping, or analysis. Most exports produce a CSV spreadsheet, and several record-based exports — Form Submissions, Feedback, Complaints, Referrals, Incidents, and Risks — can also be exported as PDF documents (one per record, bundled into a ZIP). You can export a wide range of data types covering Participants, finance, staffing, and more.

Creating an export

To create an export, head to the Exports page and click Create Export. Select the type of export you need, configure any available options, and Astalty will generate the file for you to download.

Available exports

Astalty supports the following export types:

Participant exports

• Participants Export
• Participant Contacts Export
• Participant Documents Export
• Participant Notes Export
• Participant Records Export
• Record Acknowledgements Export
• Participant Tags Export

Finance exports

• Invoices Export
• Invoice Task & Note Export
• Outstanding Invoices Export
• Payment Allocations Export
• Plans Export
• Plan Managers Export
• Utilisation Export

Staffing & operations exports

• Users Export
• User Records Export
• Tasks Export
• Shifts Export
• Completed Shifts Export
• Team Billable Export
• Team Billable Hours Export
• Login History Export
• Support Notes Export
• Supports Without Notes Export

Other exports

• Contacts Export
• Organisations Export
• Goals Export
• Risks Export
• Referrals Export
• Incidents Export
• Feedback Export
• Complaints Export
• Information Items Export
• Form Submissions Export
• Signature Request Export

Overview video

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