Referrals Export

You can bulk export your referrals using the Referrals Export in Astalty. You can download them as a CSV spreadsheet (one row per referral) or as PDF documents (one PDF per referral, bundled into a ZIP), which is useful for reporting, record-keeping, and audits.

Finding the Referrals Export

To generate an export head to the Exports page in Astalty. Then click Create Export and select Referrals (under the Forms heading), or click here.

Creating the Export

Once you're in the Referrals Export, use the Export Filters to refine what's included. All filters are optional — leave them blank to export every referral.

• From and To — limit the export to referrals within a date range.
• Status — limit the export to referrals with a specific status.

Export Format

Under Export Format, choose CSV or PDF:

• CSV — a spreadsheet containing the elements and headings assigned to the referral form, including Status and Assignee, with one row per referral.
• PDF — a formatted PDF for each referral, including the Referral Summary and Details. When more than one referral is included, the PDFs are bundled together in a ZIP file for you to download.

Export Options

• Exclude archived — on by default, so archived referrals are left out of the export.
• Exclude staff surnames — off by default. When selected, staff member surnames are abbreviated (for example, Jane S) throughout the export.

When you are ready, select Create Export.

Downloading the Export

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

Exported Fields

The CSV file will include the elements and the headings you have assigned to the form, including Status and Assignee. The PDF export produces the same formatted layout as exporting a referral individually.