Export process to CSV

How to export process data to a CSV file

Tallyfy lets you export all the data from a specific running process into a CSV (Comma-Separated Values) file. This file format can be opened in spreadsheet programs like Excel or Google Sheets, allowing you to analyze, report on, or back up the process information.

What you need

• Access to view the running process you want to export.

How to export

1. Open the running process you want to export data from.
2. Click the Settings button (usually a gear icon in the top right) for that specific process.
3. Scroll down to the bottom of the settings panel.
4. Click the Export CSV button.
5. The CSV file containing the process data will download to your computer.

What’s in the CSV file?

The exported CSV file contains a detailed breakdown of the process, organized into columns. Each row represents a piece of information like a task, a form field answer, or a comment. Key details include:

• Process Info: Name, ID, template used, start/end dates, owner.
• Task Info: Task names, status (e.g., complete, active), due dates, completion times, who was assigned.
• Form Field Data: Field names/questions, answers provided by users, file upload details.
• Hidden Items: Even hidden tasks are included in the export.
• Metadata: Other system details and tracking info.

For a detailed look at all 45 columns, see the CSV File Structure article.

How to use the exported data

You can use the CSV file for:

1. Analysis: Open in Excel/Google Sheets to analyze how long tasks took, etc.
2. Reporting: Create charts or reports based on the process data.
3. Backup: Keep an offline copy of the process details.
4. Integration: Import the data into other tools.
5. Auditing: Use the data for compliance checks.

Large Files

If a process has many tasks or lots of form data, the exported CSV file can be quite large. Standard spreadsheet programs can usually open them, but very large files might need other data tools.

Related articles

Analytics > CSV file structure

Tallyfy’s CSV export feature organizes process data into 45 columns capturing details about tasks form responses comments and metadata in a flat spreadsheet structure for analysis and reporting purposes.

Middleware > Stream data to a spreadsheet

Form answers can be automatically sent from Tallyfy to spreadsheets through middleware tools like Zapier or Make.com for centralized data collection reporting and system integration purposes.

Tracker View > Manage and track my processes

The Tracker view enables comprehensive process monitoring by displaying running processes as cards with status indicators sorting options and filtering capabilities to efficiently track workflow progress and task completion.

Tasks > Paste cells into a Tallyfy table

Users can directly paste spreadsheet data into Tallyfy Table fields by matching column headers and using clipboard functions to transfer information without manual retyping.