# Exports

Source: https://docs.astalty.com.au/guide/exports

> Download your Astalty data as CSV files for reporting, record-keeping, and analysis.

The [Exports](https://app.astalty.com.au/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**](https://app.astalty.com.au/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.

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.

> **Export taking longer than expected?**
>
> All exports run in the background. If the export takes at least 20 seconds to become ready, Astalty also emails you. Download it from the Exports page.

## 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](https://docs.astalty.com.au/guide/exports/participants-export)
- [Notes](https://docs.astalty.com.au/guide/exports/notes-export)
- [Risks](https://docs.astalty.com.au/guide/exports/risks-export)
- [Participant Contacts](https://docs.astalty.com.au/guide/exports/participant-contacts-export)
- [Participant Tags](https://docs.astalty.com.au/guide/exports/participant-tags-export)
- [Utilisation](https://docs.astalty.com.au/guide/exports/utilisation-export)
- [Goals](https://docs.astalty.com.au/guide/exports/goals-export)
- [Plans](https://docs.astalty.com.au/guide/exports/plans-export)
- [Participant Records](https://docs.astalty.com.au/guide/exports/participant-records-export)
- [Record Acknowledgements](https://docs.astalty.com.au/guide/exports/record-acknowledgements-export)
- [Participant Information Items](https://docs.astalty.com.au/guide/exports/information-items-export)
- [Participant Documents](https://docs.astalty.com.au/guide/exports/participant-documents-export)
- [Flagged Notes](https://docs.astalty.com.au/guide/exports/flagged-notes-export)

### Finance

- [Invoices](https://docs.astalty.com.au/guide/exports/invoices-export)
- [Outstanding Invoices](https://docs.astalty.com.au/guide/exports/outstanding-invoices-export)
- [Payment Allocations](https://docs.astalty.com.au/guide/exports/payment-allocations-export)
- [Team Billables](https://docs.astalty.com.au/guide/exports/team-billable-export)
- [Team Billable Hours](https://docs.astalty.com.au/guide/exports/team-billable-hours)
- [Staff Payments](https://docs.astalty.com.au/guide/finance/staff-payments/reports-and-exports)

The [Invoice Task & Note Export](https://docs.astalty.com.au/guide/exports/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](https://docs.astalty.com.au/guide/exports/form-submissions-export)
- [Referrals](https://docs.astalty.com.au/guide/exports/referrals-export)
- [Incidents](https://docs.astalty.com.au/guide/exports/incidents-export)
- [Feedback](https://docs.astalty.com.au/guide/exports/feedback-export)
- [Complaints](https://docs.astalty.com.au/guide/exports/complaints-export)
- [Action Items](https://docs.astalty.com.au/guide/exports/action-items-export)

### Tasks

- [Tasks](https://docs.astalty.com.au/guide/exports/tasks-export)
- [Tasks Without Notes](https://docs.astalty.com.au/guide/exports/tasks-without-notes-export)

### Users

- [All Users](https://docs.astalty.com.au/guide/exports/users-export)
- [User Records](https://docs.astalty.com.au/guide/exports/user-records-export)
- [Qualifications Compliance](https://docs.astalty.com.au/guide/exports/qualifications-compliance-export)
- [Capacity](https://docs.astalty.com.au/guide/exports/capacity-export)
- [Login History](https://docs.astalty.com.au/guide/exports/login-history-export)

### Sites

- [Site Records](https://docs.astalty.com.au/guide/exports/site-records-export)

### Directory

- [Plan Managers](https://docs.astalty.com.au/guide/exports/plan-managers-export)
- [Organisations](https://docs.astalty.com.au/guide/exports/organisations-export)
- [Contacts](https://docs.astalty.com.au/guide/exports/contacts-export)

### Other

- [Signature Requests](https://docs.astalty.com.au/guide/exports/signature-request-export)

### Shifts

- [Shifts](https://docs.astalty.com.au/guide/exports/shifts-export)
- [Active Overnights](https://docs.astalty.com.au/guide/exports/active-overnights-export)
- [Completed Shifts](https://docs.astalty.com.au/guide/exports/completed-shifts-export)
- [Shift Approvals Variance](https://docs.astalty.com.au/guide/exports/shift-approval-variance-export)
- [Supports Without Notes](https://docs.astalty.com.au/guide/exports/supports-without-notes-export)
- [Support Notes](https://docs.astalty.com.au/guide/exports/support-notes-export)
- [Support Tasks](https://docs.astalty.com.au/guide/exports/support-tasks-export)

## Overview video

For a walkthrough of the export process, see the [Exports Overview Video](https://docs.astalty.com.au/guide/exports-overview-video).
