Rostery
PlatformData Export

NDIS Data Export: Your Full Data on Request

Your whole account as one password-protected Excel workbook, plus exports from every list, report and invoice run.

  • The whole account
  • Password-protected
  • Readable, not raw
  • Secrets left out
Export your data, whenever you want it

Why providers export their data

Sooner or later every provider needs its records outside the system.

Audits

Evidence for a certification or verification audit.

Board reporting

Figures and records for the people you report to.

Your own copy

A copy of your records kept on your own systems.

Analysis

Working with your data in a spreadsheet or BI tool.

Accounting

Invoices and payments into the books.

Moving on

Taking your records with you if you change systems.

Your participant, staff and billing records belong to you. Whether it's an audit, a board pack, your own backup or a move to another system, you should be able to get them out in a form you can read.

How data export works in Rostery

For a full export, ask the Rostery team. We produce your whole account as one Excel workbook, protected with a password you choose: a cover sheet with your organisation's name, logo and an index, then a sheet for each of about 95 tables across participants and care, staff, scheduling, incidents and compliance, finance, and reference data. Links between records show readable names instead of internal IDs, encrypted notes are written out as plain text, and secrets such as passwords, tax file numbers, bank account numbers and access tokens are left out. Any single table can also be exported as CSV.

Day to day, the office exports what it needs directly: participant and staff lists as CSV, reports as Excel, PDF or CSV, invoices for Xero or MYOB, and the activity log.

How Rostery handles it

1

A full export on request

The Rostery team produces your whole account as an Excel workbook: a cover sheet and index, then one sheet per table, with bold, filterable headers.

2

Readable and protected

Links show names instead of IDs, encrypted notes are decrypted for you, and the workbook is locked with the password you choose. Single tables can be exported as CSV.

3

Secrets left out

Passwords, two-factor secrets, tax file numbers, bank account numbers and access tokens are never written to an export.

4

Exports in every module

Participant and staff lists as CSV, reports as Excel, PDF or CSV, invoices for Xero or MYOB, and the activity log, straight from the office.

Who uses it

Owners and directors

Keep a full copy of the organisation's records.

Finance

Export invoices and reports for the accounts.

Compliance

Pull records together for an audit.

Looking after an export

  • Keep the workbook password separate from the file
  • Store the export somewhere as secure as Rostery itself
  • Download uploaded documents separately, from each record
  • Delete old exports you no longer need

The rule behind it

The NDIS Commission's Code of Conduct guidance says providers should keep participant records for at least seven years after the service is provided. A full export gives you your own copy of those records, in a form you can read without Rostery.

NDIS Code of Conduct: guidance for providers (NDIS Commission)

Get a full export in four steps

  1. 1

    Ask the Rostery team

    Tell us you'd like a full export of your account.

  2. 2

    Choose a password

    The workbook is encrypted with it.

  3. 3

    Receive the workbook

    A cover sheet and index, then one sheet per table.

  4. 4

    Store it securely

    Keep it as safe as the records in Rostery.

See Data Export on your own data

A guided demo with your participants, staff and price book. No obligation.

Book a Demo

Data Export: questions

Ask the Rostery team. We produce your whole account as a password-protected Excel workbook.

Ready when you are

Ready to transform your NDIS operations?

See Rostery running on your own rosters, funding and award rules — not a canned tour.

Guided walkthroughYour own dataNo obligation

No setup fees · No obligation · Australian data storage