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Bulk Exporting Group Framework Data

Learn how to bulk export group framework data for your portfolio of establishments

Robin Sigl avatar
Written by Robin Sigl
Updated this week

Learn how to bulk export group framework data efficiently using the reporting features

1. Introduction

This article walks you through each step to generate and download your desired framework reports for a specific year.

Introduction

2. Open Reports Section

Click the Reports section to access reporting features.

Open Reports Section

3. Access Group Reports

Click Group reports to view reports related to groups.

Access Group Reports

4. Select Frameworks Tab

Click Frameworks to navigate to framework-related reports.

Select Frameworks Tab

5. Select Frameworks

Select the frameworks you are looking to bulk export data on.

Open First Dropdown Menu

6. Choose Reporting Period

Choose whether you want monthly or yearly data.

Open Third Dropdown Menu

8. Select Yearly Report Type

Click Yearly to select the annual report type.

Choose Yearly Report Type

9. Choose Reporting Year

Click to select which reporting year you are exporting data for (e.g. 2025).

Select Year 2025 (First)

11. Create Report

Click Create to generate the bulk export report for the selected framework and year.

Create Report

12. Check Report Status

Upon creation of report, you are able to follow the status of the request (e.g. Status: Pending).

Check Report Status

13. Download Completed Report

Click Download to save the completed bulk export report to your device.

Download Completed Report

This article guided you through bulk exporting group framework data by navigating reports, selecting the appropriate framework and year, creating the report, and downloading the completed file. For more information, see related articles on report management and data exports.

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