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
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 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.
Tallyfy’s CSV export feature organizes process data into 45 columns spanning process details task information form fields and comments for comprehensive tracking and analysis.
Users can directly paste spreadsheet data into Tallyfy Table form fields by ensuring matching headers and using the paste function through the table menu.
Form field data from Tallyfy can be automatically exported to spreadsheets through middleware platforms like Zapier or Microsoft Power Automate to enable data collection reporting and business system integration.
A process must first be archived before it can be permanently deleted through the Tracker view by applying an archived filter finding the process and using the delete button.