Export data to CSV

Ziflow's export to CSV function allows you to extract information about proofs, reviewers, comments, and stages to use to create audit trails and reports, or integrate the data into external workflows.

Available: Proof data - Business Legacy, Standard Pro Enterprise

Stage, Reviewer, and Comment data - Administrators on Enterprise

Before exporting, filter data to target specific proofs and customize which columns to include. The exported data varies depending on selected options and user permissions. All exports include a standard set of fields, while additional data (such as custom properties, stages, comments, and reviewer details) is available selectively, based on the account configuration and user role.

For a description of the exported fields, see CSV export data description.

For information on how to use Ziflow's metrics template for Google Sheets and Excel, see Interpret CSV export data using Ziflow metrics template.

Filter the proofs and customize the columns you wish to export.

Select the filter context menu above the Proof List and choose Export to CSV.

A pop-up menu displays the setting options.

File will be sent to	The email address of the user exporting the proof details (not editable).
Proof versions to export	Choose if the export should contain all proof versions or only the latest version.
Data to export	Choose to: Properties in this view - Exports only what you see in the current proof list All properties - Exports all the standard fields and your custom fields Choose to include Stages, Reviewers, and Comments (Administrators and Managers with Enterprise edition only). Each data type is exported in a separate file. The export only includes data from the account you're signed into. If a proof belongs to another account, its associated comments, stages, and reviewers won’t be included in the export. Notes: - Proof data is included when you choose any other data exports. - Managers can only download public comments.
Time zone	Choose to export all the date and time fields in your local time setting or Coordinated Universal Time (UTC).
Date and time format	Spreadsheet-compatible format: may make it easier to interpret events and activity within the context of your workday. Example: 2025-06-17 15:49:37 Database-compatible format: may be required for some BI tools, and to standardize data ingestion, audits, incident tracking, and shared reporting. Example: 2025-06-17T16:08:40Z

Select Export. You'll see a notification at the top of the screen that your export is ready. Follow the instructions to download the file.

The exported file will also be emailed to you.

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

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.
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.

The exported file will also be emailed to you.

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).