Export Activities as a Report

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Modified on: Fri, 2 Dec, 2022 at 9:50 PM

Should you need to capture all of your PR efforts into a report, you can Export all of your Activities to an .CSV/Exel file. 

Create Activities Export:

1. Click on Campaigns
2. Click on My Activities

1. Apply Filter choices, if desired, to narrow the Activities that should be included in the Export. You can filter by Date, Activity Type, Status, Campaign, Owner, Tags (Applied to Activity), Outlet (Associated with Activity).
2. Select the specific Activities that should be included in the report by clicking on them.  Use the top checkbox to select all Activities in the panel. Use the checkbox preceding each Activity to select them individually. By default, 5,000 Activities will show at a time in the panel.  If you need to see or report on more than 5,000 Activities, please contact our Customer Care team here.
3. Click Export.
4. Uncheck any columns of data that you want to exclude from the Export.
5. At the top of the Export Activites window, you will find an option to Select All or Deselect All data.
6. Toggle the Save selections as a template if you want will be creating Exports in the future with the same format.
7. Enter a name for the template.  NOTE: Template names cannot include the following characters: \%$[];&+
8. Click Save to preserve template.
9. Click Export. The Export will automatically download.
10. The Export will automatically download.
11. Following is an example of an Activities Export.

Exporting Email Distribution Activities:

If you are Exporting Email Distribution Activities, notice that there are columns reporting the open rates, click rates (for links in the email distribution), and bounce back rates that you may want to be sure to include in your Export.