Export activities with additional columns | Voters

Export activities with additional columns

complete

Cortney Keene

New option on Reporting -> Activities to export listed activities to Excel.
It should also be possible to add additional columns:
Client information and custom date fields, Session note fields and optimally staff/provider fields

Created by Nikolaj Hendriksen

May 9, 2024

Jill Umstattd

marked this post as

complete

Exporting Activities Update - You can now add additional columns when exporting activities including client information as well as information from session notes.

Please see the most recent Changelog for more information.

This post was marked as

in progress

Nikolaj Hendriksen

marked this post as

planned