Export process to CSV

Export processes to CSV format

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?

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 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

Want the full breakdown? The CSV File Structure article covers all 48 columns in detail.

Timestamp handling in exports

All timestamps in CSV exports are stored in ISO 8601 format without timezone information. While this ensures consistent data storage, remember that in Tallyfy’s interface these timestamps are displayed converted to your personal timezone setting for accurate local time display.

Bulk export for multiple processes

Need to export many processes at once? The manual export works great for individual processes, but if you need to export all processes from your organization - or filter by status or template - use the bulk export script.

Python Bulk Export Script: Our open-source script in the api-support repository ↗ lets you:

• Export all processes to a single CSV file
• Filter by status (active, complete, or all)
• Filter by template ID
• Handle pagination automatically for large organizations

# Export all processes
python3 export_processes_csv.py

# Export only active processes
python3 export_processes_csv.py --status active

# Export processes from specific template
python3 export_processes_csv.py --template YOUR_TEMPLATE_ID

The script produces the same 49-column format as manual exports - one row per task in each process. See the API code samples for more programmatic options.

Alternative export methods for form data

Need real-time form data export? Besides manual CSV export, you can:

• Use webhooks to automatically send form data to external systems when tasks complete
• Connect via API to pull form field data programmatically
• Set up middleware (Zapier, Make) to stream form responses directly to spreadsheets

See webhook setup for automated data export.

How can I use the exported data?

Once you’ve got that CSV file, the possibilities open up. Here’s what most teams do with their exports:

1. 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?
2. Reporting: Build those charts your boss loves. Show process completion trends, average cycle times, or bottleneck patterns with real data
3. Backup: Smart move - keep offline copies of important processes. You never know when you’ll need that audit trail from six months ago
4. Integration: Feed the data into Power BI, Tableau, or whatever analytics tool your team uses. CSV plays nice with everything
5. Auditing: Compliance teams love this feature. Every action, timestamp, and decision is right there in black and white

Large Files

Got a process with hundreds of tasks or tons of form data? Your CSV might get pretty hefty. Excel and Google Sheets handle most files just fine, but if you’re dealing with something massive (we’re talking thousands of rows), you might need something beefier like a database tool.

Related articles

Analytics > CSV file structure

Tallyfy exports running process data into 49-column CSV files containing tasks form answers comments and metadata organized in rows where each row represents a task form field or comment with columns grouped into process info task details assignments timing form fields and comments sections.

Tracking And Tasks > Tracker view

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 complete management actions to monitor progress spot bottlenecks and prevent issues before they become problems.

Middleware > Stream data to a spreadsheet

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 smooth business tool integration.

Tracking And Tasks > An overview of processes

A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.

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