Hawksoft - Activity Report

How to Pull the Data from Hawksoft

  1. 1. Click on Activity Reports

    Click on Activity Reports

  2. 2. Click on +New Report

    Click on +New Report

  3. 3. Choose All Client Actions by Date Range

    Choose All Client Actions by Date Range

  4. 4. Under Report Criteria, in the Preset dropdown, select Previous Week

    Under Report Criteria, in the Preset dropdown, select Previous Week

  5. 5. Click on RUN REPORT

    Click on RUN REPORT

Verify Report Structure

  • Ensure all required columns are present and in the correct order as per the agency's Activity Report template.

  1. 6. Click on Column Options

    Click on Column Options

  2. 7. Select Save Layout

    Select Save Layout

  3. 8. Name the Layout: "APP - Activity Report - [Agency Name]"

    Name the Layout: "APP - Activity Report - [Agency Name]"

  4. 9. Click on SAVE LAYOUT

    Click on SAVE LAYOUT

  5. 10. Select APPLY

    Select APPLY

Exporting the Report

  1. 11. Click on More Actions

    Click on More Actions

  2. 12. Click on Export to CSV

    Click on Export to CSV

  3. 13. Select DOWNLOAD CSV

    Select DOWNLOAD CSV