For an overview of "cases" in CommCare, see https://dimagi.atlassian.net/wiki/x/ry7Kfw. Or go back to https://dimagi.atlassian.net/wiki/x/5SbKfw.
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Case Settings
In this section, you can choose which fields should be included in the export. The section contains all the case properties (also referred to as 'fields') that are associated with the selected case type. If there is just one case type selected for export, the Cases check box will be disabled.
Using the checkboxes in the first column, select the fields you want to include in your report. The fields shown represent the data collected by the mobile user, the application, the phone, and the server where the data is stored.
Show Advanced Questions, Show Deleted Properties, and Show Deprecated Properties: if selected, the export will allow you to see advanced questions and properties that have been deleted from the current version of your application but had submissions in the previous versions of your application.
Note : For projects on Advanced or Enterprise plan, the “Show Deprecated Properties“ filter will only be available as filter option if there is at least one case property is defined as 'deprecated' for the selected case type on Data Dictionary. For project on Standard, Pro and Community, this filter will not be available for users.The fields can also be re-ordered by dragging the "double-arrow" up or down or using the second and third columns to move the field to the top or bottom. The order that is selected on this page will correspond with the order in which the fields are displayed in the export file.
You can see also see the name of “Group” of the case property which may have been defined at the Data Dictionary for that case type as a tag attached to the case property. Refer to this section of Data Dictionary document for more reference. The default order of case property is also same as that is defined at the Data Dictionary. You can chose to change the order as well.
Using the fifth column, you change the display name for each field. This will update the header row of the data export. By default, the display column will replicate the field name from the fourth column.
Note: If the export is for "All Case Types", this section is not displayed and will not be available to edit.
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You are also able to select and sort multiple rows simultaneously for easy management of form data. (Note: this is only on Standard plans and above)
To drag multiple fields, select by clicking while holding the CTRL key on a PC, or the Command key on a Mac.
To select a range of fields hold the Shift key and select the first and last field in the range.
To unselect a field hold the CTRL key on a PC, or the Command key on a Mac, and click.
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Privacy Settings
This section allows the user to select case data to be de-identified. This means that when the data is exported to Excel, the columns will still be in the data export, but the data values will not contain personal information that can be tracked to a single beneficiary.
Click “Allow me to mark sensitive data” and a new column called “Sensitivity” will be added to the Cases table with a drop-down box for each field.
By default, all fields will have the sensitivity "None". This exports the data directly as it was input into the application.
A field can be marked as “Sensitive ID” which can be used for all text or numeric fields such as name, phone number or age.
Alternatively, a field can be marked as “Sensitive Date” which would be used for date fields such as date of birth.
Once you have marked the sensitive fields, scroll all the way down to Privacy Settings and check the box "Publish as De-identified" as shown below
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
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Downloading New Case Exports
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This allows you to create an export of all available case types in a project space. This functionality is only available for project spaces with a maximum of 30 case types or 20 applications. The following options are disabled when downloading all case types:
The option to Generate a Data Export Tool config file
The ability to change sheet names, the sheet names will be defaulted to the case type
The option to select the case properties to download
The ability to mark sensitive data will also be disabled
Follow the below steps to set up a bulk case export
Click on Add Export and then select All Case Types from the dropdown "Case type"
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Then click on Add Export
Then update the fields in the "Export Settings" page and click on the "Create" button.
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This export contains 101865 rows. Please change the filters to be less than 100000 rows.
This means that the number of rows exceeds what we're able to successfully support via the export UI. You can try to reduce the date range of the export and download in batches, or you can also add filters to reduce the number of users the export is covering.
Alternatively, you can use other methods we have available to export your Form Data in case you have a large data set. Please see https://dimagi.atlassian.net/wiki/x/BibKfw for more information on selecting tools for data exports on CommCare HQ.
Linking Parent and Child Case Data
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