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Comment: Updated the 'Sharing Case Data Exports' section


On the Pro plan or higher Commcare allows users to share Case Data Exports between users. To activate this option, follow the following steps:

Step - 1:  When creating the rules for the users make sure the role for accessing the shared exports is activated

When defining the roles and permissions make sure you allow users to have access to Shared Exports by adding to the role, the Shared Exports, more information about this process can be found here.

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Step - 2:  When creating or editing the export, define the access for the specific export, the options are:

  • Private: the export will not be shared with other users in the domain
  • Export only: other users with the Data permission will not be edit able to download the case export configurations, they will only and view its configuration, but will not be able to export data using the export configurationsedit it.
  • Edit and Export: if you select this option, other users will be edit the case export configurations, and they will also be able to export data using the export configurationsThis is the same as Export only, but users with the Manage Shared Exports permission will be able to edit the export configuration when this option is selected.

Step - 32: Access Shared reports by navigating to Data → Export Case Data, you will find a section of "Exports Shared with Me"