Export process to CSV

How can I export Tallyfy processes to CSV format?

Tallyfy enables comprehensive data export from specific running processes into CSV (Comma-Separated Values) format for external analysis and reporting.

CSV export capabilities facilitate data analysis in spreadsheet programs including Excel and Google Sheets, enabling detailed process reporting, data backup, and comprehensive workflow information analysis outside the Tallyfy platform.

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 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.

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.

How can I 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

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.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics transforms workflow process data through a five-step system that detects events extracts information converts it to Parquet format stores it securely in Amazon S3 and provides AWS credentials for connecting business intelligence tools like Power BI and Tableau through Amazon Athena for advanced reporting and analysis.

Edit Processes > Edit tasks and process properties

Running processes in Tallyfy can be modified after launch through the Settings panel where users can change the process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process depending on their permissions and role.

Templates > Print, download, and export Tallyfy templates

Tallyfy enables users to output template information through physical printing digital PDF creation and structured API data exports to support various use cases from offline reference to technical integrations with different requirements and access levels for each method.