Download Activities

The Loyalty platform allows you to download one or more Activity records in a comma-separated values (CSV) file for use in another platform or system.

You can download Activities from two different tabs on the Member Profile screen: the Activities tab or the Metrics tab.

Download Activities from the Activities Tab

To download one or more Activities from the Activities tab of the Member Profile screen:

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. Select the Activities tab.

  4. The platform will include all currently displayed Activity records in the download file. Optionally, to limit the records included in the download file, apply a filter to the Activities tab; see Tab Overview - Activities for more information on the filter options.

  5. In the top-right corner of the Activities tab, click the download icon. The platform downloads the CSV file to your PC.

Download Activities from the Metrics Tab

To download Activities from the Metrics tab of the Member Profile screen:

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. Select the Metrics tab.

  4. The platform will include all currently displayed Activity records in the download file. Optionally, apply a filter to limit the Activities displayed on the screen; see Tab Overview - Metrics for more information on the filter options.

  5. Click the Download icon. The platform downloads the CSV file to your PC.