Export Case Data to Excel
This export functionality provides the ability to download data from the cases submitted to CommCareHQ. You should use this feature when you are interested in measuring an outcome across beneficiaries across time. Applications that track a beneficiary over time will usually collect data in different forms at different points in time. This case export will capture all of the changes in the data at these different time points.
Location: CommcareHQ -> Data -> Export Data -> Export Cases
This page is divided into three main parts:
A. Creating New Case Exports
B. Downloading Case Exports
A. Creating New Case Exports
A form export allows the user to set up a download of a form's data. Form exports can later be viewed and downloaded by other members of the project space.
In order to create an export, you can follow the steps below:
- Click on the "+ Create New Export" button.
- You can select which case data you would like to export by selecting from the following options:
- Case type
- Click "Create Export" to navigate to that export's edit page, where you can manipulate more settings:
Cases: Click this box to view all the fields that are associated with each case
In the first column, the fields can be re-ordered by dragging the "double-arrow" up or down. The order that is selected on this page will correspond with the order the variables are displayed in the export file.
Select the fields you want to include in your report by using the check boxes. The fields shown represent the data collected by the mobile user, the application, the phone, and the server where the data is stored.
In the fourth column, change field names which will update the header row of the data export. By default the display column will repeat the field name from the third column.
Case History: Click this box to view all the fields that are can be updated on follow-up visits to the beneficiary. You must check the "Show Deleted Questions and Advanced Options" for this to work.
Additionally there are three options that can be selected by checking boxes in export settings:
- Automatically convert dates for Excel: Leaving this checked will ensure dates appear in excel format. Otherwise they will appear as a normal text format.
- Create a Daily Saved Export: By checking this box, the saved custom report will be pre-processed once every 24 hours and available for immediate download on the main Form Exports page.
- Show Deleted Questions and Advanced Properties: if checked the export will allow you to see to see advanced properties and questions that have been deleted from the current version of your application. Advanced properties include metadata like case updates and server information.
- Finally, create your export: Click "Create" to finish the export creation process. You're done!
- The export will now be available on the Export Cases page
B. Downloading New Case Exports
- On the case exports page, click the "Export" button
- You will see the following screen, with options to select by user type or group:
- Click "Prepare Export"
You can wait for the file to download, or, if the file is very large, you can click the button for "Email me when ready," and CommCare will email you with a link to the file download when the download is complete.
- Click "Download" to download your case export