- Go to: Reports >> Schedule Reports
- Select any of the schedule reports, without “Raw Data” in the title, to run
- Select the desired Export File Format
- Select the desired Paper Size
- Select the Sort order from the dropdown list
- Some reports will require you to select an Activity or Activity Category from a dropdown list
- Select the Date Range
- Some of the reports will enable you to select the desired Communications Fields to include in your report: All Phone Numbers, Preferred Phone Number and Email or No Contact Information
- Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file