CSV file structure

Understanding the CSV Export Structure

You can export any running process data into a CSV file - that’s 48 columns of everything happening in your process. Tasks, form answers, comments. All of it lands in a spreadsheet you can analyze however you need.

How to Export a Process to CSV

1. Open the running process you want to export.
2. Click Settings (usually in the top right).
3. Scroll down to the bottom of the settings panel.
4. Click Export CSV.

How the Data is Organized

Here’s the thing - your process has multiple layers (process details, tasks, fields within those tasks). The CSV flattens everything into rows. Each row represents one thing: a task, a form field, or a comment.

Note for Tallyfy Analytics users: The data you query using reporting tools (via Amazon Athena) is based on this same structure, just stored in a more efficient format (Parquet).

Understanding the Columns

The 48 columns break down into logical groups:

Process and template info (Columns 1-12)

Template vs. Blueprint

Some column names use the term “Blueprint”. That’s the technical/API name for what you see as a “Template” in the Tallyfy app.

• blueprint_id: Template’s unique ID.
• blueprint_name: Template’s name.
• blueprint_version: Template’s version number.
• process_id: Unique ID for this specific run of the process.
• process_name: Name given to this run of the process.
• process_tag: Any tags added to this process run.
• process_owner: Name of the person who owns this process run.
• process_owner_id: ID of the process owner.
• total_tasks_in_process: How many tasks are in the whole process.
• tasks_completed: How many tasks are finished.
• process_status: Current status (active, problem, or complete).
• process_last_modified: Date/time the process was last updated.

Task info (Columns 13-26)

• type: What kind of data this row represents (e.g., process_task, process_task_data for a form field, process_task_comment for a comment).
• has_form_fields: Does the task in this row have form fields? (Yes/No).
• kick_off_task_id / name: ID/Name if this row relates to the initial kick-off form.
• process_task_id: Unique ID for this specific task instance.
• process_task_status: Task status (e.g., shown, hidden, completed - check exact values).
• process_task_name: Name of the task.
• process_task_alias: A stable ID for this step from the template (handy for comparing across runs).
• process_task_data_id: ID if this row is for a form field.
• process_task_data_name: Name of the task this form field belongs to.
• process_task_comment_id: ID if this row is for a comment.
• milestone_id: Unique ID of the milestone attached to this task (if any).
• milestone_name: Name of the milestone attached to this task (if any).
• milestone_position: Position/order of the milestone in the process sequence.

Assignment and timing info (Columns 27-35)

• user_assigned: Names of assigned members/groups.
• assigned_user_id: IDs of assigned members.
• guest_assigned: Email of assigned guest.
• total_users_assigned: Number of members assigned.
• total_guests_assigned: Number of guests assigned.
• total_assignees: Total people assigned.
• completed_by: ID of person who completed the task.
• assigned_or_shown_on: Date task appeared/was assigned.
• due_by: Task deadline date/time.

Form field info (Columns 36-39)

(These columns only have data if the row type is process_task_data)

• no_of_form_fields: How many fields are in the parent task.
• form_field_type: Type of this specific field (text, date, dropdown, etc.).
• question_in_form_field: The question/label for this field.
• answer_in_form_field: The answer entered into this field.

Comments and issues info (Columns 40-48)

(These columns often relate to rows where type is process_task_comment or provide summary counts on process_task rows)

• issue_reported: Was this comment reporting an issue? (Yes/No).
• no_of_issue_reported: Total issues reported on the task.
• issue_resolved: Was the reported issue resolved? (Yes/No).
• no_of_issue_resolved: Total resolved issues on the task.
• total_comments: Number of regular comments on the task.
• comment: The text of the comment (if type is process_task_comment).
• last_modified: When this row’s data was last updated.
• completed_on: When the task was completed.

Note on Dates for Reporting Tools

Using Tallyfy Analytics with Power BI or Tableau? You’ll need to format date columns in your SQL queries using Amazon Athena / Presto SQL functions.

Timestamp handling

All timestamps in CSV exports and audit trails are stored on our server in ISO 8601 format without timezone information. In user-facing areas of Tallyfy, these universal timestamps are automatically converted to display in your personal timezone setting. Works great - consistent storage, accurate local display.

Tracking actual work time

Want to track how long tasks actually take to complete (not just elapsed time)? Check out how to track time spent on tasks. Form fields for hours and minutes will appear in your CSV exports, giving you clean data about actual effort versus calendar time.

Example CSV View

Want to see what you’re getting? Here’s the exported data in a spreadsheet:

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