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Exporting Proofs to CSV

Use the CSV export feature to export the currently viewed dashboard proof list.

Updated over a week ago

Summary: The CSV export feature allows users to measure and archive review work being done in Ziflow. Users will be able to create their own insights of “Ziflow proof” work, as well as connect them with data from other sources in commonly used spreadsheet applications.

This article outlines how described functionality appears and operates in the old layout. If you are using Dashboard 2.0, please refer to the corresponding article in the Help Center.

Available: On Business & Enterprise editions.

Where is the feature setup? The export icon is located at the top of the proof list under the Customize View button.

Export assets button to CSV in Ziflow

How does it work?

You should start with filtering the proofs that you want to export. Proofs that are displayed in your current list will be exported.

Once your proof list displays the needed items, click on the Export proofs icon. A pop-up menu will appear with a couple of setting options.

Export proofs options in Ziflow
  1. Email - this will automatically display the email address of the user who is exporting the proofs (not editable).

  2. File format - we currently support CSV file format.

  3. Versions - decide if the export should contain all proof versions or just the latest version only.

  4. Properties - choose if you want to include custom properties in your export. This export will also include a Public URL field for exported proofs.

When all the settings are selected, click the green Export button. At the top of the screen, you’ll see a notification informing you that your export is ready. Click here to download the file.

Ziflow pop up informing you that your export is ready for download

The exported file will also be emailed to you.

Export file email notification in Ziflow

Additional information:

  • Fields that are included in all exports: Internal ID, Proof Name, Created, Version, Parent Version ID (only when Export each version on a separate line is selected), Latest Version, Folder, Workflow, Status. Optional fields are: Owner (Owner Name & Owner Email, Comments, Decisions, Nearest Deadline, Last Activity, Stages).

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