How to export workflow data to CSV

Learn how to export workflow data into CSV

Before we get started 

Take note:

  • You need to be the Admin or an Owner of the organization 
  • You can export only one version of a single node at a time.

Export workflow data to CSV 

Step 1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner and select your organization.

Step 3: Navigate to the detailed results page

Click Results-> Detailed Results

Step 4: Filter the workflow  data 

4.1 Click on the filter icon on the top right corner of the screen

4.2 On the Workflow node, select a workflow

Step 5  Filter on the workflow Node 

 A node is a specific point or step within a workflow that represents a task or action to be completed. In the context of Capptions Direct, the Node data that can exported is from a Form or a Review

5.1 Select the node version you would like to export data from

Different versions of the node will be displayed. You can only export data from one version of the node at a time

5.2 View data in the selection 

Scroll to the left and right to view other responses provided in the selection.

The Node filter only appears once a workflow has been selected. 

Step 6: Mark the check box to select the data to export 

Down the left-hand column, a box will appear. Check mark the line items you want to export. 

Step 7: Click " Export to CSV"

After a few seconds, your export will be sent to your email inbox. 


And that's how easy it is. We hope this article helps in exporting workflow data to CSV. If you have any questions or concerns, please do not hesitate to contact our customer support team at 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!