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, reporting, or integrating the data into external workflows.

Before exporting, users can 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 core 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 (Release 25.10), see CSV export data description.

Available: Proof data: Standard, Pro, Business Legacy & Enterprise editions

                   Stage, Reviewer, and Comment data: Enterprise edition

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  1. Filter the proofs and customize the columns you wish to export. 
     
     
  2. Select the filter context menu above the Proof List and choose Export to CSV.
     
     
     
     A pop-up menu displays the setting options.
     
     
     
     

     Email	The email address of the user exporting the proof details (not editable).
     Versions	Choose if the export should contain all proof versions or only the latest version.
     Properties	Choose to: Include all properties in this view - Exports only what you see in the current proof list Include all standard and custom properties - Exports all the standard fields and your custom fields
     Other data (Stages, Comments, Reviewers) (Admin rights with Enterprise edition)	Choose to include Stages, Comments, and Reviewers.  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.

     Exporting stages, comments, and reviewers is currently in Private Preview.
     To get early access to test new features and provide feedback before the full release,
     contact your Ziflow Success Manager or email product@ziflow.com.

      

  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.
     
     

  Additional information:

  • Fields that are included in all exports: Proof ID, Proof Version 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).

• 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).