- Go to: Reports, then click on “Clients and Associated Activities Raw Data” found in the sidebar under Client Reports
- Optional: Category: Select a Category from the dropdown list
- Optional: Activity Status: Select to filter based on activity status
- Client Statuses: Select statuses of clients you wish to include
- Select the desired Export File Format
- In the “Columns to Include”, select the information you would like to include from the following categories:
- Name Fields
- Address and Phone Fields
- Activity Fields
- Data Link Fields
- Misc Fields
- Optional: Click [Save This Report], to name and save your report for future use
- Name the search (200 characters maximum)
- Optional: Enter a Description
- Click the [Save] button
- Click either the [View Client Activity Data] button to see it on screen, or the [Export Client Activity Data] button to export the file