Export activity data

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.

allodoojobs at June 24th, 2025 02:55 — #4

Hi Jacqui,
Totally get where you're coming from—that kind of detailed activity data is super valuable, especially for tracking performance beyond just numbers. You're right that the default reports are more summary-level and don’t always provide the raw data behind the metrics.

Using the API could definitely be a solid approach. While there may not be a direct endpoint labeled “activity log,” depending on the platform you’re using, you can often pull user interactions, deal updates, or contact activity by combining a few endpoints (like user actions, lead status changes, or timeline events). It might require stitching together some data manually in Power BI, but it’s doable.

I’d suggest checking the API docs again, specifically looking for endpoints related to contacts, deals, and events/actions. You might need to use filters like date range and user ID to narrow down to just last week’s data.

If that doesn't get you what you need, a workaround could be setting up an automation that logs those actions to a custom field or external database for easier export later.

Good luck with it! Would love to hear what solution you end up going with.