Analytics > CSV file structure
Export process to CSV
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.
- Access to view the running process you want 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.
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.

You can use the CSV file for:
- Analysis: Open in Excel/Google Sheets to analyze how long tasks took, etc.
- Reporting: Create charts or reports based on the process data.
- Backup: Keep an offline copy of the process details.
- Integration: Import the data into other tools.
- Auditing: Use the data for compliance checks.
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.
Analytics > How Tallyfy Analytics works
Tallyfy Analytics processes workflow data through event detection data extraction format conversion secure cloud storage and access provisioning to enable analysis through business intelligence tools like Power BI and Tableau.
Templates > Print, download, and export Tallyfy templates
Tallyfy offers multiple output options including printing physical copies saving as PDF documents and exporting data through API integration for efficient template sharing and backup purposes.
Edit Processes > Edit tasks and process properties
Running processes can be modified through the Settings panel to adjust properties like name owner deadline tags folder location and notes while maintaining core process functionality.
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