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Exporting Participant information into a CSV file is a straightforward process. This function allows you to download primary details about all Participants for reporting, record-keeping, or data analysis purposes.
To generate an export of all of your Participants, head to the Exports page in Astalty. Then click Create Export and select Participants or click here.
On the Participant Exports page, click Create Export.
When the export is ready, you will receive a notification via email. You can then download the export by heading to the Exports page and clicking Download on the relevant export.
The exported CSV file will include a comprehensive set of Participant information, such as:
First Name
Middle Name
Last Name
NDIS Number
Primary Coordinator
Current Plan Dates
Plan Manager
Plan Manager Details
Self Manager
Self Manager Email
Phone Number
Mobile Number
Date of Birth
Gender
Ethnicity
Pronouns
Primary Diagnosis
Secondary Diagnosis
Medicare Number
Centrelink Number
External ID
Check-in Period
Last Check-in
Tags
Address
Commencement Date
Date Created
Date Archived
By following these instructions, you can efficiently obtain a detailed record of your Participants' information for any necessary operational use.