You can export any running process to CSV format directly from Tallyfy - just open the process, click Settings, and hit Export CSV at the bottom. The entire process downloads as a spreadsheet file in seconds.
Need to analyze your processes in Excel or create custom reports? That’s exactly why we built CSV export. You get everything - tasks, form answers, comments, timestamps - in a format that works with any spreadsheet program. Perfect for monthly reporting, compliance audits, or just backing up your data.
What do I need to export a process?
Access to view the running process you want to export.
How do I export a process to CSV?
Open the running process you want to export data from.
Click the Settings button (usually a gear icon in the top right) for that specific process.
Scroll down to the bottom of the settings panel.
Click the Export CSV button.
The CSV file containing the process data will download to your computer.
What’s included in the CSV file?
The CSV file gives you a complete snapshot of your process - think of it as an X-ray that shows everything happening inside. Each row tells a different part of the story: one might show a completed task, another captures a form answer, and another records a comment someone left.
Here’s what you’ll find:
Process Info: The basics like process name, ID, which template it came from, when it started and ended, plus who owns it
Task Info: Every task’s name, current status (complete, active, waiting), due dates, completion times, and who’s responsible for what
Milestone Data: If you’re using milestones to track major checkpoints, you’ll see their IDs, names, and where they fit in the process flow
Form Field Data: All those questions you asked? The answers are here - field names, user responses, even file upload details
Hidden Items: Here’s something interesting - even hidden tasks show up in exports (handy for audits)
Metadata: The behind-the-scenes stuff - system details and tracking info that help piece together the complete picture
Once you’ve got that CSV file, the possibilities open up. Here’s what most teams do with their exports:
Analysis: Pop it open in Excel or Google Sheets and dig into the numbers - how long did tasks actually take? Who’s your fastest approver? Which steps always get stuck?
Reporting: Build those charts your boss loves. Show process completion trends, average cycle times, or bottleneck patterns with real data
Backup: Smart move - keep offline copies of important processes. You never know when you’ll need that audit trail from six months ago
Integration: Feed the data into Power BI, Tableau, or whatever analytics tool your team uses. CSV plays nice with everything
Auditing: Compliance teams love this feature. Every action, timestamp, and decision is right there in black and white
The CSV export feature allows users to extract complete process data including 48 columns of tasks form answers and comments into a spreadsheet format through the process settings panel for external analysis and reporting.
The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird’s-eye view of all running organizational processes with flexible display options smart filtering capabilities and comprehensive management actions to monitor progress spot bottlenecks and prevent issues before they become problems.
Tallyfy automatically exports form field responses to spreadsheet applications like Google Sheets and Excel Online through middleware platforms such as Zapier Make or Power Automate enabling centralized data collection advanced reporting and seamless business tool integration.
Tallyfy Analytics transforms workflow data through a five-step process of event detection data extraction format conversion to Apache Parquet secure storage in Amazon S3 and credential provisioning for seamless integration with business intelligence tools like Power BI and Tableau.
