Export Session Data

Download and share session data as CSV, Excel, or PDF files for records, billing, and clinical reporting.

2 min Updated December 10, 2025

Export a Single Session

Download session data directly from the session summary page. Useful for sharing individual service records or keeping local copies.

Session summary page showing download icon at top right

Access Session Export

  1. Open a completed session (from Sessions tab or session history)
  2. 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?


Need Help?

Questions about session exports? Email support@tallyflex.com for assistance.