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Export from Timeline

Posted on May 11, 2020 by Amy HuffordJul 20, 2020

Have you ever wanted to generate a list of members who have edited their contact information or updated their profile? You can now do this and more with the new Timeline export feature. Here’s how:

  1. Go to Dashboard > Timeline
  2. Set your date range
  3. Use the “Filter by Type” drop down to select one or more items that are noted in members’ Timeline activity feeds
  4. Click “Export CSV” button

Timeline Export

Some of the other ways you might use this tool include:

  • Generate a list of those who were checked in at an event.
  • See a list of paid and unpaid invoices.
  • Generate a report of renewal/past due notices that were sent.
  • Generate a report of admin notes that were added to member accounts.
  • Run a report of scheduled/reminder emails that are scheduled to be sent.
  • Track which members have added a label for purposes of directory classification.
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