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Export record to XML

  User Roles

This feature can be used by the following user roles:

  • Provider Admin
  • Financial Provider
  • Assessor

To export a record to XML, follow the steps below.

  1. Click Reports from left hand navigation bar
  2. Click New Report
  3. Add report name
  4. Select Return Period
  5. Select Year
  6. Click Next
  7. Click Confirm
  8. Click Back to Reports
  9. Click Download next to report

Once the report has been processed, you'll then be able to download and the status will turn to ready.

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