How do I generate activities report in customers app?

Updated on May 23, 2020 05:20AM by Admin

  • Login and access the Customers App from the universal menu.
  • Click on the Reports icon on the App header.
Customers

  • In the Reports page, click on the General Reports and select the Activities Reports.
  • Select the App from the App. 
General Reports

  • In the Customers Activity report, you can download all the Activities of the Customers from all over the Apps of Apptivo.
  • Here, the Contacts App is Selected.
App

  • Employee - You can select the Employee to download the activity report based on the Employee.
Employee

  • Activity Type - Select the Activity type from the List.
Activity Type

  • Start Date - Start Date of the Activity.
  • End Date -  End Date of the Activity.
  • Modified Date - You can select the Modified date of the Activity of the Contact.
  • Modified To - You can select the Modified To date of the Activity of the Contact.
  • Then, Click on the View Report.
Dates

  • By clicking the on the Export button, and select the.CSV.
Export

  • The Report will get Download in the excel sheet with the.CSV format.
  • You can Print the record by using the Print option in the File.
Excel File

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