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Participants Export

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.

Creating an Export

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.

Downloading the 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.

Exported Fields

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

  • Email

  • Date of Birth

  • Gender

  • Ethnicity

  • Pronouns

  • Primary 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.