Your data is yours, so you can export it at any time! Anything that can be exported will have an export icon on the right top that looks like a box with a down arrow in the middle. This will be emailed to the person who triggered the export.

You can export any Table View (e.g., Accounts, Tasks, Projects)! Create a Table View, add any filters to narrow down your results, and select the columns you want displayed by selecting the column picker on the top right. Any displayed data will be included in your export.

You can export all internal Vitally Team Members, including active, auto-created, and deactivated profiles. The export will include all team members, including deactivated and auto-created ones. The team member's license type and role will be specified in the export. Any team member traits will also be included.

Q: I'm not getting the export email, what's going on?

A: You may be unsubscribed! Please get in touch with Support via in-app chat or by emailing support@vitally.io so we can check your email status and resolve the issue.

Q: The export ended up in my spam folder, why?

A: Email providers, such as Gmail, set up some barriers to protect you from spam emails. Additionally, your own company may set up custom barriers to ensure spam doesn't make it to your inbox. The best way to resolve this is to mark the email as not spam so your email client can learn that emails from Vitally are not spam!

Q: It's taking a long time/took a long time to arrive to my email, why?

A: Depending on how much data you're trying to export, it may delay the delivery of your email. The more data exported, the longer it takes. You can try to filter your table view further in order to export your data in smaller sets for a quicker export time.