Utilisation Export
You can export Utilisation data for your Participants' Services. You need the Access Exports Module permission.
Finding the Utilisation Export
Open Exports, select Create Export, then select Utilisation.
Create the Export
Choose which Services to include:
- Include past services is off by default. Turn it on to include Services that have ended.
- Include scheduled services is on by default.
- Include unscheduled services is on by default.
Keep at least one of Include scheduled services or Include unscheduled services selected, 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 CSV file will contain fields such as:
- Service ID
- Participant
- Primary Coordinator
- Service Name
- Service Coordinator
- Service Start Date
- Service End Date
- Total Service Amount
- Days Elapsed
- Days Remaining
- Remaining $
- Remaining %
- Under/Overspend
- Variance %
- Remaining Units
- Remaining Units Unit (e.g. hour)
- Total Units
- Total Units Unit (e.g. hour)
- Reconciled Date
- Reconciled Amount
- Management Type