Activity List Tab

Export to Excel®

Users can export Activity Lists to Microsoft Excel® by clicking the Export link.

Customizing the Activity List

Change what fields display in list view by creating a custom view.

To create a custom view

Click the Add button to the right of the view drop-down.

Give the View a name, and select which fields display using the arrows in the middle.

Click Save

Further narrow down which data is exported using the filter drop-downs at the top of the page

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