Account Setup

In order to export Sales data in Activix, your account must be set up as follows:

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. 

Report Setup

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
   
4. In the top right corner, click on the dates to change them.
5. Set the dates to the dates needed.
6. Click Submit
7. In the box to the left of the dates, click the dropdown arrow. Clear all checkboxes and select only Sale 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 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.
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 - Sales from Activix
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. For additional Rooftops, login to each additional rooftop and repeat the previous steps

Uploading the Files 

25. 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 2025.csv

24. Upload all files securely at https://upload.clarivoy.com/sourcereports , checking the box for “Sales”.

To Manually Download the Sales Data

If, for some reason, the Sales 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 the 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.
   
   f 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 “Sales from Activix CRM” and the month the data is for.
    Example: ABC Autos - Sales from Activix CRM - Jan 2025.csv 
11. Upload all files securely at https://upload.clarivoy.com/sourcereports, checking the box for “Sales”.

Editing the Report Schedule

If you need to edit the report delivery schedule, follow these instructions.  Note: It may take a minute for schedule to save when you first create it.

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.