ActivePOS - Export Guide
This document will show how to set up a report template in Activity POS that can be exported for the LoyaltyLoop service.
From the Home Screen click on Marketing found at the left hand side.
When the Marketing menu appears click on Marketing found on the right hand side.
Click on the Follow Up button found at the bottom of the Data Filters column.
Update the date range and make sure that the Orders Picked Up button is clicked. Click Ok to close the screen.
Now that you are back at the Marketing screen click on the button at the bottom center of the screen that has the arrows and floppy disk icons. This is the Import/Export button.
In this example, there is already a template set up called Survey Template. If you do not have Survey Template, click on New Template and make your screen look the same as the screen above. Once all your settings are complete, click the Save button.
When you are ready to run the report, choose the Survey Template and make sure all the settings are the same as above. Click on the Begin Operation button. This will open the File Save screen. Choose the location you want to save the file and update the file name.
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