Observer can export case data and reports as CSV files. Export requires the consultant project role and the can_export permission flag set on your project membership. Platform admins, staff, and project owners always have export access. See Permissions for details.

Export Case Data

Export all people and their associated records for a project:

GET /projects/:project_id/export/people?format=csv

Optional query parameters:

ParameterDescription
startFilter by registration date (YYYY-MM-DD)
endFilter by registration date (YYYY-MM-DD)
category_idFilter by vulnerability category
tag_idFilter by tag

The response is streamed — large datasets are sent progressively so the connection does not time out.

Export Support Records

Export consultation records for a project:

GET /projects/:project_id/export/support-records?format=csv&start=2024-01-01&end=2024-12-31
ParameterDescription
startFilter by provided_at date (YYYY-MM-DD)
endFilter by provided_at date (YYYY-MM-DD)
typelegal or social
sphereSupport sphere (e.g. housing_assistance)

Export Migration Records

Export movement/displacement history:

GET /projects/:project_id/export/migration-records?format=csv

CSV Format

All exports use UTF-8 CSV with a header row. Fields follow the same structure as the API responses. Sensitive fields (contact, personal, documents) are included or omitted based on your project permission flags — the same rules that apply to API reads apply to exports.

Downloading in the Web Interface

  1. Open a project
  2. Click Export in the navigation
  3. Choose the record type and date range
  4. Click Download CSV

The file downloads directly to your browser.

Exports are scoped to your project. You cannot export data from a project you are not assigned to, and your sensitivity flags apply — if can_view_personal is off, the exported CSV will not contain national IDs or birth dates.