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jgorman at June 4th, 2025 09:27 — #1
Hi,
I want to be able to export the activity data for each user for the previous week so that I can analyse it becuase when I run a report it only gives me a summary eg if a rep converted 5 leads to prospects last week I would like the lisf of the contacts not just a number etc.
Since there (inexplicably) is no way to either run a detailed report or export the activity log to a csv I am trying to figure out the best way to get this data.
I was looking at using API to pull the data from the activity log to Power BI, is this possible? I couldn't find an endpoint that will do thi?
Regards,
Jacqui
victor at June 5th, 2025 10:27 — #2
Hi @JGorman!
Thanks for the question!
Unfortunately there is no API endpoint for activities logs right now.
jgorman at June 5th, 2025 12:06 — #3
Hi Victor,
How can I get the activity data out of the system to report on it then? The summary reports within the system are not detailed enough & we do not want to have to trawl through every line of data on the activity log for each rep. The activity log has no option to export to excel/csv. I just want to be able to get for the previous week, a list of what each reps did that week (calls, meetings, notes etc), a list of contacts created, lists of leads converted to prospect, prospect converted to customer etc. It seems like such an abvious thing to be able to get from a CRM system.
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