To export the last action:

  1. Create a constituent export
  2. On the Output tab, select Last Action and select the appropriate fields. The Last Action screen appears:
    • Select the appropriate filters. For example, to export the last completed action, in the Action Status row, choose Selected in the Include column. In the Selected Criteria column, select Completed.
    • Click OK
  3. Select other fields to export
Click Export now

To export the last few actions:

For this example, we will export the last two actions:

  1. Create a constituent export in Excel 97-2000 (XLS) format
  2. On the Output tab, select Actions and select the appropriate fields. The Action screen appears:
    • For the 'For each Constituent, enter the number of Actions to export' field, enter the maximum number of actions a constituent may ave up to 99. For example, if all constituents but one has 5 actions and the one constituent has 10 actions, enter 10 for the number of actions to export.
    • Select the appropriate filters. For example, to export completed actions, in the Action Status row, choose Selected in the Include column. In the Selected Criteria column, select Completed.
    • In the Order by field, enter Descending
    • Click OK
  3. Select other fields to export
  4. Click Export now
  5. Open the file in Excel
  6. Delete all actions columns except for the first two.