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.
The CSV export structure organizes process data across 45 columns including process details task information form responses and comments which can be exported from any running process for analysis in spreadsheet applications.
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.
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.
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.
