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.
- Click Reports from left hand navigation bar
- Click New Report
- Add report name
- Select Return Period
- Select Year
- Click Next
- Click Confirm
- Click Back to Reports
- 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.