Running the New DEX Export

The new DEX Export screen produces a DEX-compliant export file that includes the DEX Stage 3 fields. During the transition period, it runs alongside the existing DEX (DSS) report described in "Reports - DEX Export (DSS)" — both are available while outputs are checked against each other.

You don't need to switch over straight away. Keep using your current DEX (DSS) report if that's your normal process — try the new export when you're ready, and compare the two before relying on it for a real submission.

NOTE: Only the new Exporter will export Stage 3 information

Finding the new DEX Export screen

The new export is available from the DEX or Reports section of the left-hand navigation, labelled DEX Export (Beta) so you can tell it apart from the existing DEX (DSS) report.

Running an export

1. Select your date range.
2. Turn on De-identify if you need client details replaced with the Statistical Linkage Key (SLK) in the output.
3. Select Preview to see a summary before downloading: total client count, total session count, the date range covered, and a warning if any appointments in range are still missing DEX Stage 3 details.
4. If appointments are flagged as incomplete, you can either complete them first via the DEX Readiness Report (see "Using the DEX Readiness Report"), or proceed anyway — the preview does not block your download.
5. Select Download to generate and save the XML file, ready for upload to the DEX portal.

[ADD SCREENSHOT HERE] — preview summary panel showing client/session counts and an incomplete-records warning

What's different from the existing DEX (DSS) report

The new export includes the DEX Stage 3 session-level fields (captured via the DEX tab on appointments) in addition to everything the current DEX (DSS) report already produces. Everything else — client and case information, exclusions, fees — is designed to match your existing DEX (DSS) report exactly during the transition period.

If you notice any issues please reach out to our support team.