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Check Your Access & Team
- Make sure you have admin/owner access and are on the correct team.
- Make sure you have admin/owner access and are on the correct team.
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Go to Setup
- Click on Setup in the menu.
- Select Import/Export from the options.
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Go to Activities & Click Export
- Click on the Activities tab, then choose Export.
- Click on the Activities tab, then choose Export.
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Filter Your Activities
- You can filter by:
- Activity type (Check-ins, Notes, Phone Calls, Texts)
- The team member who created the activity
- The date it was logged in Outfield
- You can filter by:
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Select the Fields to Export
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- Choose the data fields you want to include.
- You can also include form results in the export
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Start the Export
- Click Start Export to generate the file.
- Depending on the size of the export, it may take up to 2 hours to complete.
Please let us know at support@outfieldapp.com for more support!
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