Activity Report

Users with export rights can export or extract an activity report from Highrise. If you don’t see an Export link on your Contacts page, please contact your Account Owner or an admin to grant you export rights.

The activity report answers the following questions:

The activity report exports a CSV file that includes the following information for the time frame you select:

  1. Highrise ID
  2. Contact Name
  3. Highrise URL
  4. Created date of contact
  5. Number of notes created
  6. Number of emails sent to a contact
  7. Number of emails received from a contact
  8. Number of tasks completed
  9. Names of any Tags added
  10. Your account's custom fields

Generate an activity report by navigating to your Contacts page.

Contacts Tab

Filter by any fields/tags to select a segment of contacts or choose all contacts. Next, click the Generate activity report link on the right side of the Contacts page.

Export Activity Report

Here choose a date range (1 day, 7 days, 14 days, 30 days) to generate a CSV file new contacts added as well as counts of the amount of notes added, tasks completed, emails sent and received, tags added, and any custom field changes for your segment of contacts.

Highrise gives you two options to export your information:

Streamlined: The default option, only exports columns that have data for at least one contact.
Complete: Exports all the columns with or without data in your account.

Date Range Leads Report

Once ready, click Generate Report to receive the activity report. You will receive an email from system@highrisehq.com with the CSV file attached once completed. It should take only a few minutes depending on the size of your file.

Activity Report Email

Please keep the following in mind about your report:

Schedule an activity report export

Users with export rights can also schedule an export of all activity from Highrise.

The scheduled report is available via email for three time frames (daily, weekly, monthly). It generates the same activity as mentioned above for all contacts or leads in your account.

Schedule an activity report export by navigating to your Highrise notification settings under the My Info section of your account settings.

My Info Account Owner Admin User

Click the Phone/email notifications tab.

Phone Email Notifications

Find the Activity Reports section and mark off the box to be emailed the latest activity. Choose the Frequency of activity reports from Daily, Weekly, or Monthly.

Schedule Activity Report

As a reminder, if you don’t see this option in your notification settings, it's because you don't have export rights in your account. Please contact your Account Owner or an admin to grant you export rights.

Once you've enabled the scheduled report, you will receive it via email from system@highrisehq.combased on the following time frames:

  1. Daily: every day at 6 am (based on your time zone settings), you'll receive an email with all of yesterday's activity.

  2. Weekly: each Monday at 6 am (based on your time zone settings), you'll receive an email with the previous seven days of activity.

  3. Monthly: on the first day of each month at 6 am (based on your time zone settings), you'll receive an email with the previous month's activity.

In the email, you will find a CSV file attached of all contacts with activity during those time periods and the following information:

  1. Highrise ID
  2. Contact Name
  3. Highrise URL
  4. Created date of contact
  5. Number of notes created
  6. Number of emails sent to a contact
  7. Number of emails received from a contact
  8. Number of tasks completed
  9. Names of any Tags added
  10. Your account's custom fields

Please keep the following in mind about your report:

Not finding what you need? Contact our support team for additional help.

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