Create Export

User Guide Training

Create Export

Click an export below to create. You can also filter and search the exports by name and type.

Search exports

Favourite	Name	Description	Group
	Participants	Export a list of all of your Participants and their primary details.	Participants
	Notes	Export Notes for a single Participant.	Participants
	Risks	Export Risks for all or a specific Participant.	Participants
	Participant Contacts	Export all Contacts for all Participants.	Participants
	Participant Tags	Export all Participant Tags with participant counts.	Participants
	Utilisation	Export utilisation data for all current services.	Participants
	Goals	Export Goals for a single Participant.	Participants
	Plans	Export Participant Plans with Service details.	Participants
	Participant Records	Export Participant Records.	Participants
	Record Acknowledgements	Export support worker acknowledgements of Participant Records across a date range.	Participants
	Participant Information Items	Export Participant Information Items.	Participants
	Participant Documents	Export Participant Documents.	Participants

Favourite	Name	Description	Group
	Invoices	Export all Invoices from a single Invoice Batch.	Finance
	Outstanding Invoices	A simple export with all of your outstanding invoices.	Finance
	Payment Allocations	Export all payments within the selected date range.	Finance
	Team Billables	Export all billables for your team within the selected date range.	Finance
	Team Billable Hours	Export your team's billable and unbillable hours over a date range.	Finance

Favourite	Name	Description	Group
	Form Submissions	Export a list of submissions from your forms.	Forms
	Referrals	Export a list of referrals.	Forms
	Incidents	Export a list of incidents.	Forms
	Feedback	Export a list of feedback.	Forms
	Complaints	Export a list of complaints.	Forms

Favourite	Name	Description	Group
	Tasks	Export Tasks from a date range for a specific Participant or User.	Tasks
	Tasks Without Notes	Export Tasks that do not have any Notes recorded.	Tasks

Favourite	Name	Description	Group
	All Users	This export contains all of the basic information with regards to all of your Astalty Users.	Users
	User Records	Export User Records.	Users
	Qualifications Compliance	Export workers with unmet required qualifications.	Users
	Capacity	Export each team member's billable capacity and the Services behind it, as shown on the Capacity report.	Users
	Login History	Export all login attempts including successful logins, failed attempts, and associated IP addresses.	Users

Favourite	Name	Description	Group
	Site Records	Export all Site Records.	Sites

Favourite	Name	Description	Group
	Plan Managers	Export all Plan Managers.	Directory
	Organisations	Export all Organisations.	Directory
	Contacts	Export all Contacts.	Directory

Favourite	Name	Description	Group
	Signature Requests	Export all Signature Requests.	Other

Favourite	Name	Description	Group
	Shifts	Export all Shifts.	Shifts
	Active Overnights	Export active overnight periods (sleepover disturbances) with their reason.	Shifts
	Completed Shifts	Export all completed Shifts.	Shifts
	Shift Approvals Variance	Export the variance between scheduled values and what was approved for billing, with approval notes and comments.	Shifts
	Supports Without Notes	Export completed Supports that do not have any Notes recorded.	Shifts
	Support Notes	Export Notes recorded on Supports, with optional shift details.	Shifts
	Support Tasks	Export Tasks recorded on Supports and whether each one was completed, mandatory Tasks by default.	Shifts