Your History tab is a running log of what your team has done in Loyalsnap. This article shows you how to export the last 31 days of that history to a CSV file so you can sort, filter, and report on it in Excel or Google Sheets.
What Is User History?
User History is a record of the actions your team has taken in your studio's account — texts and emails sent, calls logged, and other user actions — along with who did each one and when. The History tab shows this on screen, and the download gives you the same information as a spreadsheet you can work with.
Who Can Use This?
Anyone who can log in to your studio's Portal can open the History tab and download the CSV. No special permission is required.
How to Download Your User History
- Go to the History tab in your Portal.
- Click the download arrow at the top of the page, just to the right of the word History.
- In the Download History window, click Download.
- A .csv file will begin downloading in your browser with the last 31 days of your studio's User History.
What success looks like: a .csv file lands in your browser's downloads. Open it in Excel or Google Sheets to filter by action type or by team member.
Loyalsnap keeps the last 31 days of User History in your Portal. If you want a longer record, download the CSV regularly and keep the files — anything older than 31 days is no longer available to export.
Troubleshooting / FAQs
Q: How far back does the download go?
A: The export always covers the last 31 days. It's not possible to choose a custom date range for this download.
Q: Why don't I see older history?
A: Loyalsnap stores 31 days of User History in the Portal, so anything older won't appear on the History tab or in the export. If you need older records regularly, download the CSV each month and save the files.
Q: What's included in the file?
A: Each row is a logged action — such as a text, email, or call — with the team member who did it, the client it involved, and the date and time.
Q: I clicked Download but nothing happened.
A: Check your browser's downloads folder and make sure a pop-up or download blocker isn't stopping the file. If it still doesn't download, try again or reach out to support.
If you're still running into issues, reach out to your Loyalsnap rep or contact support@loyalsnap.com