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Export to workflows .csv or .xls file

Feature RequestAnalyzing Workflows

Users can go to the table view and click a button "Export to .csv" that will extract the user's data into a spreadsheet downloaded on the user's downloads.

The export will include:

  • Step ID

  • Step Name

  • Step Status

  • Step Method

  • Step Type

  • Section

  • Created at

  • Notes

  • Associated Entities & Attributes

  • Associated Roles

  • Associated Tools

  • Step duration

  • Step frequency

This export enables users to retain their data after building in Puzzle's visual builder.

Posted by Brian ·
Status: Complete3 comments

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Comments3

  • Brian changed status to Complete
    Team•

    Jul 10

  • Brian changed status to In Progress
    Team•

    Jun 29

  • Yoshino Abe

    •

    May 18

    Hi all—Yoshino here, working in management consultancy field.

    This type of structured export is not just a “nice-to-have,” but a critical capability for us to continue using Puzzle effectively. It allows us to move beyond visual mapping into systematic analysis of internal processes, especially when we need to:

    • Quantify operational complexity (e.g., duration, frequency, dependencies)

    • Identify bottlenecks and optimization levers at scale

    • Integrate Puzzle outputs into downstream analytics workflows and models

    In short, exports like this are essential for turning Puzzle from a mapping tool into a decision-support system. They enable us to deep-dive into existing processes after implementation, validate assumptions, and continuously refine operational strategies.

    Would definitely value seeing this capability created soon!