How to Export Results from a Report

To start, open up the Reports module within Tractivity by using the black navigation bar across the top of Tractivity and clicking on Reports.
From here, use the left hand menu to select where you would like to export the reports data from (for example, Contacts, Activities etc.)
Once you have selected the option you would like to export the data from, follow it across to where the 3 horizontal lines are and click onto them.
This will produce a drop down menu with various different options, you need to click on Export As, which will show the data options Excel, PDF or CSV file format.
Simply select the data type you require and add filters if needed.

For a step by step walkthrough, please watch the following 3 minute how to guide:

This article will explain how to export data as an Excel, PDF or CSV file from any of the Tractivity reports.