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Export analytics data as CSV

Draft — 2026-09-26

Drafted from the screen's code on main (kareIntelligence 7455702). Not yet reviewed against a live session. Roles listed are the defaults the app's role matrix (@collabkare/ability 0.12.0) gives this screen's route; your organization's role overrides can change them.

Reports is the Export centre: every table the analytics engine serves, as a CSV of exactly the numbers it served.

Steps​

  1. Choose any filter you need in Settings & Filters at the top and press Apply. Each bundle lists which filter fields it applies ("Applied by mart v1"), which it receives but does not apply ("Sent but NOT applied"), and which bundles take no filter at all ("NOT FILTERED").
  2. For wellness-visit bundles, set the As of date. For risk-capture bundles, set the Payment year.
  3. For the cohort bundle, paste a cohort id from Population → Cohorts. There is no default cohort.
  4. Press the bundle's Download CSV button.

What you are downloading​

  • Every bundle is a view of a payload the screens already use, with the same service and the same filter, so a number in a file and on a screen cannot disagree.
  • Numbers are written exactly as served, with no re-rounding, thousands separators or currency symbols.
  • A value the engine does not know is an empty cell, never 0.
  • Files are UTF-8 CSV (RFC 4180, CRLF line endings, no byte-order mark).
  • A capped export says so in its description, and the cap is the service's own.
  • An export with no matching rows is a file with just its header row. A failure gives you the engine's message and no file.