Most Admin Reports tabs let you export what you're looking at. The export always uses the groups and date range you currently have selected, so set those first, then export.
There are two kinds of export, depending on the tab:
- Export XLS (Excel) — on Overview and most tabs. It's prepared in the background. When it's ready, a notification appears in the app — click it to download the file. You also get an email copy.
- Export CSV — on the EVV tab. It downloads right away.
Export XLS (Excel)
Where to find it
The Export XLS button sits at the end of the blue filter bar on Overview, Team Activity, MAR, and IRs. Click it after you've chosen your groups and dates.
It doesn't appear on every tab — Team Billing doesn't offer it, EVV uses CSV instead (below), and Documents Archive has no filter bar or export.
What happens after you click
Export XLS does not download immediately. Instead:
- A message appears letting you know the export is being prepared in the background.
- BEHCA builds the spreadsheet.
- When it's done, a notification appears in the app (the bell at the top). Click that notification to download the file.
- You also get an email with a download link, so you can grab the file later or from another device.
This means you can click Export and keep working — you don't need to wait on the page or click the button again. For a large organization or a wide date range, it may take a few minutes before the notification appears.
What's in it
The spreadsheet contains the same data the tab is showing, limited to the groups and dates you had selected. If a group was unchecked, its profiles won't be in the file.
Export CSV (EVV tab)
On the EVV tab, the export is Export CSV instead of Excel, and it downloads straight to your device. It's formatted for visit/billing records, so it's the file to use when you need EVV data for payroll or for submitting to a funding agency.
Like the Excel export, it respects the groups and dates you've selected — set those before downloading. The Add Visit button next to it is for adding a visit manually, not for exporting.
For everything else about visits (starting, ending, and correcting them), see What EVV is and when you need it.
A note on privacy
Exported files contain personal health information. Save them somewhere secure and only share them with people who are allowed to see that data.
Common questions
- I clicked Export XLS but nothing downloaded. — That's expected. It's prepared in the background. When it's ready, click the notification at the top of the app to download it — or use the link in the email copy.
- I didn't see the notification — can I still get the file? — Yes. An email copy with a download link is also sent to the address on your account; check your inbox (and spam/junk folder).
- Why is there no Export button on this tab? — Team Billing and Documents Archive don't offer exports, and EVV uses CSV instead of Excel.
- Can I schedule exports to run automatically? — Not from the website. Contact BEHCA support if you need a regular export arrangement.