In an action export:

    • On the Criteria tab, select Action Information, Status equals Open


    In a constituent export:

      • On the Output tab, select Actions
      • Select the first action field to export, such as Category
      • On the Actions screen in the For each Constituent, enter the number of Actions to export field, enter the maximum number of actions to export per constituent
      • In the Action status row in the Include column, choose Selected
      • If the Selected Action Status screen does not open, click the binoculars in the Selected Criteria column
      • On the Selected Action Status screen, move Open to the Include these Status frame
      • Click OK
      • On the Actions screen, click OK