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  4. Reporting on account activity

How to export the account activity report

Updated

You can export the list to your computer, email, or Google Drive to share select report data with staff or other stakeholders.

Read further to learn how to export the account activity report or find answers to frequently asked questions.

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New to the account activity report? Read the article Reporting on account activity to learn more.

 

Exporting account activity

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Follow these steps to export account activity report results:

  1. Go to the Account Activity report (Analytics > Account Activity).
  2. Click the Export icon to open the Export modal.

    Account Activity report with an arrow pointing to the export button in the top-right corner of the screen.

  3. Use the default name or enter a new name into the Save As field.

    Export options dialog with the

  4. Choose the export format: MS Excel (XLSX), CSV (Comma-separated Value), or XML (eXtensible Markup Language).

    account-activity-export-format.jpg
  5. Choose to save the report to your Computer, Email, or Google Drive.  

    Export options dialog with

     

    Callout icon of an open book outline, indicating a note.

    The system emails the exports as links to the files securely hosted in Google Cloud Storage.

     

  6. Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).

    Export options dialog showing

  7. Limit the maximum number of rows to export (Max Rows) or choose to export All Rows. 

    Export options dialog showing

  8. Choose to use ISO dates or not. 
    1. When selected, the system uses the format YYYY-DD-MM. For example, 2024-06-09.
    2. When not selected, the system uses the format configured with the Date Format setting (Account > Setup > Locale). 

      Export options dialog showing the

  9. Click the Export button to generate the export.

    Export options dialog with an arrow pointing to the blue

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Analytics > Account Activity