1. Under account setup, your Profile must have the following settings to be able to create reports: 
Role = Manager 
Title = Sales Director 

2. You must email Activix Support to request Export permissions. 

An Admin at your dealership must send an email to support@activix.ca and request Export  capabilities (Generate Report). 
Activix Support should confirm once access is granted. 

Setting Up the Report
1. Login to Activix CRM at https://crm.activix.ca/ 
2. Click on My Clients in the left side menu  
3. Ensure the dropdown box below the search box is set to My Clients

Download the Backdata 
4. In the top right corner, click on the dates to change them. 
5. Set the dates to the backdata dates needed (the 2 FULL months prior to starting with Clarivoy. For  instance, if you are starting with Clarivoy on May 1, pull the entire months of March and April, so  Select March 1 to April 30.) 
6. Click Submit. 
7. In the box to the left of the dates, click the dropdown arrow. Clear all checkboxes and select only  Creation Date. 
8. Scroll down to "Clients+" report section (past the "Clients By" report)

9. Click the Column Visibility icon (to the right of the floppy disk icon).  

10. Ensure "All" is checked. 
11. Search for "Date of Birth" and uncheck “Date of Birth”.  
12. Click on the small circle stack icon (to the right of floppy disk save icon) that says GENERATE REPORT  when you hover over it.

If you do not see the Generate Report button, you need to email Activix to request additional  permissions – see Account Setup section above. 

13. For "Please choose an export type", select CSV 
14. Click Generate.

15. The report will be emailed to you. 

Set up the Monthly Report Delivery 
16. Scroll back to the top of the page. 
17. In the top right corner, click on the dates to change them. 
18. Select “Last Month” from the choices to the right of the calendar. Click Submit.

20. In the box to the left of the dates, click the dropdown arrow. Clear all checkboxes and select only  Created By. 
21. Scroll back down to the “Clients +” report section. 
22. Click on the floppy disk save icon.  
Save with these options: 

a. Title = Dealer Name - Activix CRM (Clarivoy Leads) 
b. Date Range = Last Month 
c. Under Add Subscription, choose: 

i. "Monthly" 
ii. "CSV" 
iii. First Execution Date = 1st of next month and pick a random time prior to 6 AM. 

23. Click New to save. 

Additional Rooftops 
24. If there are additional rooftops, login to each additional rooftop and repeat all previous steps. 

Uploading the Files 
25. Find the email(s) with the backdata attached. Save the attachment file(s) somewhere you will  remember. Name each file with your dealership name, the words “Activix CRM” and the months the  data is for.  
Example: ABC Autos – Activix CRM – Mar 2023 to Apr 2023.csv 
26. Upload all files securely at https://upload.clarivoy.com/sourcereports, checking the box for “CRM Leads”. 

To Manually Download the Data
If, for some reason, the report is not delivered to you on the 1st of the month, you can login and manually  download the data.  

1. Login to Activix CRM at https://crm.activix.ca/ 
2. Click on My Clients in the left side menu  
3. Click on My Clients dropdown at the very top, then select our saved report name under "MY  VIEWS" 
4. The dates should default to Last Month (top right corner). If not, select Last Month and click Submit. 5. Scroll down to "Clients +" report (past the "Clients By" report) 
6. Click on the small circle stack icon (to the right of floppy disk save icon) that says GENERATE REPORT  when you hover over it.

If you do not see the Generate Report button, you need to email Activix to request additional  permissions – see Account Setup section above. 
7. Select CSV in the "Please choose an export type" icon, then click Generate. 

8. The report will be emailed to you. 
9. If there are additional rooftops, login to each additional rooftop and repeat all previous steps. 

Uploading the Files 
10. Save the email attachment file(s) somewhere you will remember. Name each file with your  dealership name, the words “Activix CRM” and the month the data is for.  
Example: ABC Autos – Activix CRM – Aug 2023.csv 
11. Upload all files securely at https://upload.clarivoy.com/sourcereports, checking the box for “CRM Leads”. 
 

Editing the Report Schedule
It may take a minute for schedule to save initially.  
1. Refresh the My Clients page. 
2. Click the dropdown on "My Clients" at the top and hover over the report name. 
3. Click the pencil icon next to the report name. 
4. Edit preferences as needed. 
5. Save.