How do I export all communications to or from a particular user?

Written By Cameron Kolick

Last updated 6 months ago

1. Navigate to the Analytics page

2. Click on Reports

3. Click on the Users & Groups tab

4. Click on Communication Export

5. Filter down by any of the following fields

6. Click on Generate

7. After status is 100%, click the action button next to the most recent report

8. Click on Download

The report will contain the following columns:

  • Date of communication

  • To Type

  • To Name

  • From Type

  • From Name

  • Subject

  • Message