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:


  • Username
  • Date and time 
  • FN (First Name of contact)
  • Organisation
  • Type - type of history such as Email, Phone etc
  • Summary



This data can be further sorted in Excel by user name, date or organisation. 


If you have any questions please contact our Support Helpdesk.