Overview
This article is for service providers: the agencies and staff who deliver services on a service referral. It explains how to download the service records on a service referral as a CSV file, so you have your own copy to open in Excel or Google Sheets.
- Navigate to Children & Youth on the top blue navigation bar.
- Select Service Referrals in the dropdown.
- Find the referral and click "View Service Referral."
- In the Service Records section, click "Download CSV."
New to CSV files? See How to use a CSV file.