Problem Description
A user encountered an issue where they exported a CSV from Vitally but are not receiving it.
Potential Reasons for the Issue
Unsubscribed Email Status:
If a user has unsubscribed from Vitally emails, it may prevent CSV export functionality.Permissions:
Admins can disable the functionality where certain team member permissions are not able to export data from Vitally.
Step-by-Step Solutions
Step 1: Check Email Subscription Status
Confirm with the Vitally support team whether your email is unsubscribed.
Once the Support team has confirmed whether you are unsubscribed, they will resubscribe you.
If you were unsubscribed, you're likely unsubscribing from the daily highlights email, and in doing so, you'll also stop getting CSV exports. Move onto the next step to adjust these notification settings
Step 2: Adjust Notification Settings
Navigate to Settings > Notifications in Vitally.
Locate the daily highlights email option.
Disable only the email notifications while ensuring it doesn’t affect CSV export functionality:
Step 3: Retry exporting your CSV
Retry downloading the CSV after confirming your email subscription status.
Additional Tips
Separate Notifications from Functionality:
Avoid unsubscribing at the bottom of the daily highlights email to avoid critical emails like CSV exports to maintain uninterrupted.
FAQ
1. Do I need admin permissions to download a CSV in Vitally?
By default anyone is able to download a CSV, however Admins can remove access to specific team roles (e.g., team members, observers).
2. Why does unsubscribing from emails impact CSV downloads?
Certain email settings, such as unsubscribing from daily highlights, also affect system notifications related to CSV export functionality as these all come from the same email.
3. Can I opt out of daily highlights emails without affecting CSV downloads?
Yes, you can adjust your settings in the Notifications section to stop daily highlights while retaining CSV export capabilities.
4. Who can resubscribe me to Vitally emails if I’m unsubscribed?
Vitally support can assist in checking your email status and resubscribing!