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How do I print a report out of Contacts?

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Updated on February 5, 2021 06:22AM by Admin

  • Login and access the Contacts app from the universal menu.
  • Click on the Reports on the App Header.
Contacts

  • In the Reports page, select the Contact Activity Report.
Reports

  • Select the App from the App. 
  • In the Contact Activity report, you can download all the Activities of the Contacts from all over the App of Apptivo.
App

  • Then, click on the Search option in the Name.
Name

  • In the Search and Select popup, search for the contact and select.
Search and Select

  • 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.
Exports

  • 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