How to use reports to find and print all conversations had with users

Modified on Tue, 26 Mar 2024 at 11:34 AM

To create and print a report to show all conversations relating to a particular tenancy regardless of where the conversation was initiated from  (tenancy, task, etc).  

 Step 1 Go to reports>other reports>conversation report


 Choose the account and run in enhanced


Step 2 Search on the tenancy number and set the date range All conversations will show. Hit the + button to show. From here save as PDF or CSV  


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article