CRM Reports & Exports

 

Report

Purpose

CRM Activity

Displays a single CRM Activity for a member.

CRM Activity Summary

Displays CRM activities for member(s) in a given time frame related to one or more topics.

I want to read the CRM Customer Relationship Management white paper (with lot of screenshots).

 

 

Export

Purpose

AR CRM Custom Attributes

Exports all members' CRM custom attributes. The export creates a row per member/attribute (one member will have multiple lines).