Insights
Exports
Participants Export

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, head to the Exports page, select Create Export, and choose Participants under Participants, or go directly to Create Participants Export.

Exclude archived Participants is off by default, so the CSV includes active and archived Participants. Turn it on to include only active Participants, then select Create Export.

Downloading the Export

When the export is ready it will appear on the Exports page where you can click on Download to save it to your device.

Exported Fields

The exported CSV file will include a comprehensive set of Participant information:

First Name
Middle Name
Last Name
Preferred Name
NDIS Number
Primary Coordinator
Primary Coordinator Email
Current Plan Start Date
Current Plan End Date
Plan Manager
Plan Manager Invoice Email
Self Managed Invoice Email
Primary Contact
Primary Contact Email
Primary Contact Mobile
Primary Contact Phone
Emergency Contact
Emergency Contact Email
Emergency Contact Mobile
Emergency Contact Phone
Phone
Mobile
Email
Date of Birth
Age
Gender
Sex
Ethnicity
Pronouns
Preferred Language
Preferred Way to Sign Documents
Primary Diagnosis
Secondary Diagnosis
Medicare Number
Centrelink Number
External ID
Checkin Period
Last Checkin
Checkin Status
Tags
Address
Address 1
Address 2
Address 3
Suburb
Postcode
State
Country
Commencement Date
Date Created
Date Archived
Exit Date
Exit Reason
Exit Details
UUID