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Plans Export

Finding the Plans Export

To generate an export of participant plans head to the Exports page in Astalty. Then click Create Export and select Plans or click here.

Configuring the Export

You can opt to include previous plans by selecting the ‘include past plans’ check box.

Creating the Export

Click on “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.

Export taking longer than expected?

If your export contains a large amount of data, it may take longer to generate. When an export is expected to take more than 20 seconds to process, Astalty will automatically send you an email once the file is ready.

Exported Fields

  • The CSV file will include several important headings:

    • Participant ID

    • Participant

    • Plan Start Date

    • Plan End Date

    • Remaining Days on Plan

    • Number of Services on Plan

    • Services Total Amount

    • Services Total Used Amount

    • Services Total Remaining Amount