Generate a .csv file of your Participant records including opt-in settings, associated Contacts, Carers and Support Coordinators.
SMS OTP Verification required to export Participant records
In an ongoing effort to improve the way we protect the privacy and integrity of sensitive Participant data, OTP verification via SMS will be required in order to export a CSV file from Reports > Participant Records.
Participant data exports will only be available to Directors and Plan Managers with Elevated Permission [Sensitive Data Download] enabled.
This permission will be OFF for all Plan Managers and will need to be enabled by Directors on an individual basis.
We have removed the option to download a .csv file from Participant listing pages.
Generate and download a .csv file of Participant settings within Planability.
This report can be particularly useful to confirm the Opt-In Settings for a Participant and their associated Contacts, Carers and Support Coordinators.
- Navigate to Reports > Participant Records
- Use the checkboxes to select the categories you want included in the report. Data for each category selected will be included as a column entry in the .csv file.
- Scroll down and select 'Generate'.
The export will include a line for each Active Participant with columns for each selected category.
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