To export the last action:
- Create a constituent export
- 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
- Select other fields to export
To export the last few actions:
For this example, we will export the last two actions:
- Create a constituent export in Excel 97-2000 (XLS) format
- 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
- Select other fields to export
- Click Export now
- Open the file in Excel
- Delete all actions columns except for the first two.