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Exporting Homepage to Excel

In this article I will going over how to Export Activities from the Homepage in an Excel or CSV File. 

There are only a few steps involved in Exporting Activities to Excel from the Homepage:

1. Go to your Crelate Homepage and Click on the "Export all Candidates/Contacts" Button.

2. The Export Window will pop up - Pick what you want to be included in the report. You can choose to include the "Activities Sheet" and "Scheduled Activities". You can also choose to have the report render the last month, quarter, last 2 weeks, or a specific date range. 

3. Once you have chosen what you want to Export Click on "OK" - The Excel/CSV file will render with the data requested. 

 

 

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