CSV Report Access for Organizational and Project Roles in Kapa.ai
kapa.ai who can download the report in csv based on organisational and project roles?
kapa.ai who can download the report in csv based on organisational and project roles?
If you are a Project Owner and do not see the "Export CSV" option, but only see options to export to email or Slack, it is likely that you are viewing a Board rather than an individual report. In Mixpanel, Boards allow you to subscribe and receive snapshots via email or Slack, but exporting a CSV is only available for individual reports (like Insights, Funnels, etc.), not for entire Boards Board Subscriptions.To export a CSV, open the specific report (e.g., an Insights report) directly, then click the “…” button in the top right corner and select “Export” Exporting Reports.If you are already in a report and still do not see the CSV export option, the knowledge sources do not provide further troubleshooting steps for this scenario. There may be UI changes, permission issues, or other factors not covered in the provided documentation.
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In Mixpanel, the ability to download reports as CSV depends on the user's project role rather than their organization role.- Project Owners, Admins, and Analysts can download reports as CSV. - Project Consumers cannot download reports as CSV.This applies to all core report types (Insights, Flows, Funnels, Retention, etc.) and is consistent across the different project roles. Organization roles (Owner, Admin, Billing Admin, Member) do not directly grant or restrict the ability to download reports; it is the project role that determines this permission Roles & Permissions: Project Roles.To summarize: | Project Role | Can Download CSV? | |----------------|------------------| | Owner | Yes | | Admin | Yes | | Analyst | Yes | | Consumer | No |You can download reports as CSV from the UI by clicking the “…” button in the top right corner of the report and selecting “Export” Exporting Reports.
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