For a constituent export:

    • On the Output tab, select the first action field from the Actions node. The Actions screen appears.
    • 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 for each constituent
    • In the Date drop-down, select <Specific range>
    • In the Start field, enter the appropriate date. Leave the End field blank.
    • Click OK


    Note: If the export parameters are saved and used on a date in the future and if you need a different start date, highlight Actions in the Output (right) frame and click Criteria to update the date range of actions to be exported.


    For an action export:

      • On the Criteria tab, select Action Information, Action Date greater than or equal to [date]