Exporting data

In this guide you will learn how to export your data from a Coreo project using the Admin Area.

Once you’re in the desired project you’ll need to go to the Records page.

  • Select the Records page from the side panel (as shown in the image below).

To initiate data export, click on the Export Data button in the top-right of the Records page.

export-button

The options you will then see are dependant on how you have configured your project, and what filters you have active. For more on filters, see: Filtering Records

You will always see three top-level export options:

top-level-export

All Matching Records

This option exports all records matching your currently applied filters, with the number in brackets indicating the number of records matching this view.

If you have more than one form in your project and you are currently viewing data for ‘All Forms’ then your data will not be filtered by form, and your export will include separate files for each form in your project with records attached.

If you are filtering by a specific form then this option will be updated to include the form name. The form you are filtering by is determined by the blue bar above the main filter panel, as shown in the image below.

For example, in the above example our form is called “Deployment”. When exporting using the All matching records option the link will change to ‘All Matching Deployment records (74)‘ indicating the number of records available in the current view, e.g:

All Records

This option simply exports all records in your project, ignoring any filters that may be applied. Your export will include separate files for each form in your project with records attached.

Other

Record operation logs

These logs contain an audit history of any edits made to records after their initial sunmission/import to Coreo. This is a lower-level view of the information available in the ‘History’ tab on the individual record view in Coreo. The export tool gives you the option to select which forms, and which operations you wish to generate logs for.

Export formats

When you select either All Matching Records, or All Records you are then given the option of choosing a format in which to export your records.

The three formats are:

  • CSV
  • GeoJSON *
  • Shapefile *

GeoJSON and Shapefile options will only be available if your records contain geospatial data from a ‘Location/Geometry’ field in your form. The options will be greyed-out if unavailable.

CSV

CSV (comma-separated values) file is a text file that has a specific format which allows data to be saved in a table-structured format.

GeoJSON

GeoJSON is an open standard geospatial data interchange format that represents simple geographic features and their nonspatial attributes.

Shapefile

Shapefile format is a geospatial vector data format for geographic information system (GIS) software.

Exporting

Once you are ready to export, go ahead an select the format you want to export to. As exports can contain a lot of records for large surveys, your request will be queued, which is indicated by a popup progress message at the bottom right of your screen:

export-running

Once your export is ready for download, a new popup will appear which contains the link to your records:

export-download

Clicking on ‘Download’ will initiate the download of your records. The file will be Zipped to minimise the download size.

You can now use your exported data for your own analysis in tools of your choosing.

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