Filter and export a list of profile actions for review.
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🎥 Video tutorial: Export profile actions |
From the menu on the left select Export Data > Profile Interactions.
Select the relevant Profile Interaction you wish to export by clicking in the Profile Interaction field, you can select multiple interaction types.
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You have the option to add a Profile Actions filter, select from Completed or Not Completed actions, leave blank to export all actions.
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You also have the option to filter by the date the profile interaction was logged or the profile action was completed. Enter the relevant dates into the From and To fields.
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Once you have set the appropriate filters click Data Table to view an on-screen list or click the Excel button to export the list to Excel.
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