CareMaster Data Export

Note : All reports are queued and a link to the file will be received via a green Notification at the tope of your CareMaster screen. For example:

Following are instructions on how to export:

• Support Data
• Participant Data
• Staff Data
• Case Note Data

Support Data

• Go to Data > Support Data > Transaction List Export. Drag across any fields you want included in the export

• Go to Supports > All

• Choose All

• Click on the faint grey arrow next to any field other than Data e.g client Name

• Click the blue Excel Export button

  

Participant Data

• Go to Reporting > Custom reports - Participant List Export

• Click on the 3 dots

• Click on Edit Assignments

• Click <- Add All to include all data then click <- Back

• Click on Queue fill report - Excel

  

Staff Data

• Go to Reporting > Custom Reports - Worker List Export
• Click on the 3 dots
• Click on Edit Assignments
• Click <- Add All to include all data then click <- Back
• Click on the 3 dots
• Click on Queue full export - Excel

Case Note Data

• Go to Reporting > Participants - Export Case Notes

• Enter Start and End Date

• Select Option from Attachments if needed

• Select option from Data Layout

• Click on Queue