Utilisation Export
You can export Utilisation data for your Participants' Services. You need the Access Exports Module permission.
Finding the Utilisation Export
To generate an export of all utilisation data for all Participants head to the Exports page in Astalty. Then click Create Export and select Utilisation or click here.
Create the Export
By default, the export excludes past Services. Turn on Include past services to add them, 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