Most data in CoordHub can be exported as a CSV file — useful for bulk analysis, sharing with your accountant, or building your own reports in Excel.

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Where to find export options

Export buttons appear on most list views in CoordHub — look for a Download CSV or Export button in the top-right corner of the page. Exports are available on:
  • Participant list
  • Activity list
  • Invoice list
  • Claims list
  • Budget forecast table
  • All four register pages (also available as PDF)

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What’s included in exports

CSV exports include all columns visible on the page you’re on, plus a few additional fields (like record IDs and full date-times) that aren’t shown in the UI.

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CSV format notes

  • Files are encoded in UTF-8 with BOM — Excel opens these correctly without needing to specify encoding
  • Dates are in DD/MM/YYYY format
  • Currency amounts are in dollars (not cents)
  • Dollar amounts are sanitised to prevent formula injection if opened in Excel
If you’re building a recurring report in Excel, use the same filter settings each time you export — the column order and field names are consistent between exports, so your Excel formulas won’t break.
Can I schedule automatic exports? Not at this stage — exports are on-demand only. For regular reporting (e.g. weekly budget snapshot, monthly activity summary), set a recurring reminder to run the export manually. The column structure is consistent between exports, so you can paste new data into an existing Excel spreadsheet without reformatting.What’s the difference between PDF and CSV exports? PDF exports are formatted documents with your organisation’s name, logo, and professional layout — suitable for sharing with external parties (participants, plan managers, NDIS auditors) or filing as an official record. CSV exports are raw data in spreadsheet format — suitable for importing into Excel, Xero, or another system, or for further analysis. The underlying data is the same; the format differs.Can I export the full participant list with all details? Yes — go to the Participants list and click Export CSV. The export includes all columns shown in the list view. For a more detailed participant export (including intake details or clinical flags), contact CoordHub support to discuss a custom data extract.