The Export feature lets you download data from the Participants page into a CSV file. You can export:
Participant list (with selected columns)
Team member list (including permissions)
Headline budget data (funding overview per participant)
To Export, Go to the Participants page and click Export (top right of the screen).
Select the type of export you need:
Participants (selected columns)
Team Members
All headline budget data
The system will generate a CSV file containing the selected participant information, team member and budget data
Exporting the Participant List
This option allows you to export participant information with only the fields you choose.
To export participants:
Choose Participants (selected columns).
Select the fields you want to include (e.g., name, NDIS number, plan dates, contact details). You can use Select All or Deselect All if needed.
Click Export to CSV.
Exporting Team Members List
This export provides a breakdown of team members and their access to participants.
To export Team members:
Choose Team Members.
Click Export Team Members to CSV.
Exporting Headline Budget
This export gives a financial overview of participant budgets.
To Export Headline budget data:
Choose All headline budget data.
Click Export headline budget to CSV
What it includes:
Approved, spent, and remaining budgets
Released and allocated amounts
Instalment dates
Support categories per participant
Note : You will need to go into each separate tab to download Active, Inactive and Lead