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, Comments, and Checklist 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.

1. Filter the proofs and customize the columns you wish to export. Save your view.

2. 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, Comments, and Checklists (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

    

3. 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.