How to View Customer Activities

This guide explains how to check customer activities, including recently created or updated records, within a specified date range.

Steps to View Customer Activities

1. Access the Marketing Module

1. Navigate to the Marketing Module from the main menu.
2. Select the relevant Marketing Data Management to access customer activity reports.

2. Enter the Date Range

1. Specify the desired date range for the activities you want to review.
   • Example: Enter start and end dates to filter activities within a specific period.

3. Generate the Report

1. Click Report to initiate the process.
2. The system will generate a list of customers with activities that occurred within the specified date range.

Key Notes

• Activity Types: The report may include activities such as:
  • Newly created customer records.
  • Updated customer profiles.
• Date Range Importance: Ensure accurate dates are entered to capture the required data.
• Customisation: Depending on system permissions, filters or additional criteria may be applied to refine the report further.