Export Session Data
Download and share session data as CSV, Excel, or PDF files for records, billing, and clinical reporting.
2 min Updated June 22, 2026
Export a Single Session
Download session data directly from the session summary or Service Record. Useful for sharing individual service records or keeping local copies.
Access Session Export
- Open a completed Service Record from Records, or open the completed session summary
- Tap the download icon (top right corner)
Export Options
Format:
- CSV - Raw data for spreadsheets
- Excel - Formatted workbook
- PDF - Formatted document (Solo and Teams plans)
Include:
- Notes - Clinical notes from the session
- Timeline Events - Detailed event log (Solo and Teams plans)
Tap Download to generate your file.
What’s Included
The export contains:
- Session date, time, and duration
- Therapist information
- All behavior and skill data collected
- Notes (if selected)
- Timeline of events (if selected, paid plans only)
What’s Next?
- Session Summary - Review session data before exporting
- Basic Export - Export multiple sessions at once
- Generate Report - Create PDF reports with graphs
Need Help?
Questions about session exports? Email support@tallyflex.com for assistance.