Please note: that only Admin Users can Export out Dashboard history activity to view activity by user(s) and activity type such as Phone, Email etc over a period of time.
Please see information below on how to do this:
1. You can use the Export link to export out Dashboard activity from between 1 month and up to 3 years of activity by users and activity types:
2. To select the activity types and users you wish to export out click on the Customise link as shown in red below:
Select the users and activity types you wish to export out as shown below:
3. Click on the Export link on the Dashboard as shown below in red:
4. Here you can download a .CSV file of Dashboard history activity from between 1 month and 3 years ago.
5. When you have made your selection please click on the Export button to begin the download as shown below:
6. Your file will be downloaded - open this up from the bottom left-hand corner of your screen to view.
7. Please see an example below of the Dashboard history export - this will show you:
- Date and time
- FN (First Name of contact)
- Type - type of history such as Email, Phone etc
This data can be further sorted in Excel by user name, date or organisation.
If you have any questions please contact our Support Helpdesk.