Exports

Where to find exports

Select Reports from the left navigation, then Exports. You'll see a list of all available export types.

How to run an export

1. Navigate to Reports → Exports.
2. Select the export you want to run.
3. Set filters — most need a date range; some need a specific customer.
4. Click Download. Navigator generates the file and your browser downloads the CSV.
5. Open in your spreadsheet tool.

Available exports

Unbilled customers

Customers who haven't had a fee charged within the range. Useful for identifying participants who should have been billed but weren't.

Cancelled claims

All invoices cancelled in the range — reference, supplier, customer, amount, cancellation date. Useful for reconciliation.

Customer claims

All invoice claims for a specific customer. Useful for providing a full payment history.

Plan management fees

All fee transactions in the range — customer, amount, period, processing date. For income reconciliation.

Contact permissions

All contacts with their current permissions — funding access, invoice approver, statement format. For auditing in bulk.

Contacts

Full directory of all contact records.

Customers

All customer records — names, NDIS numbers, addresses, status, account manager.

Suppliers

All supplier records — names, ABNs, emails, bank details, configuration flags.

Invoice incorrect plan

Invoices where the support plan mapping may be incorrect. Use to identify and correct before claim data causes issues.

Working with CSV exports

• Use freeze panes on the header row to keep column labels visible while scrolling
• Apply filters to columns to sort and search
• For exports with dates, ensure date columns are formatted correctly in your spreadsheet tool

CSV files reflect the state at the time you generate the export. For updated data, re-run.