Account Setup
In order to export Sales data in Activix, your account must be set up as follows:
- Under account setup, your Profile must have the following settings to be able to create reports:
Role = Manager
Title = Sales Director - 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.
Report Setup
- Login to Activix CRM at https://crm.activix.ca/
- Click on My Clients in the left side menu
- Ensure the dropdown box below the search box is set to My Clients
- In the top right corner, click on the dates to change them.
- Set the dates to the dates needed.
- Click Submit
- In the box to the left of the dates, click the dropdown arrow. Clear all checkboxes and select only Sale Date.
- Scroll down to “Clients+” report section (past the “Clients By” report)
- Click the Column Visibility icon (to the right of the floppy disk icon).
- Ensure "All' is checked
- Search for “Date of Birth” and uncheck “Date of Birth”
- Click on the small circle stack icon (to the right of the floppy disk save icon) that says GENERATE REPORT when you hover the cursor over it.
If you do not see the Generate Report button, you need to email Activix to request additional permissions - see the Account Setup section above. - For “Please choose an export type”, select CSV
- Click Generate
- The report will be emailed to you.
Additional Rooftops - For additional Rooftops, login to each additional rooftop and repeat the previous steps
Uploading the Files - Find the email(s) with the Sales data attached. Save the attachment files(s) somewhere you will remember. Name each file with your dealership name, the words “Sales from Activix” and the month the data is for.
Example: ABC Auto - Sales from Activix - Jan to March 2025.csv - Upload all files securely at https://upload.clarivoy.com/oda, checking the box for “Sales”.