Here are the steps to export a list into Excel to create the custom reports you need.
NOTE: The example below is done from the contact list, but note that it is possible to perform the same actions from the different list tabs (i.e. invoices, quotes, etc.) in Plannit.
Choose the information that you want to display in your grid
In the tab, select the "Display options"
Check the information you want in your export
Make sure you have the maximum number of contacts per page to generate all your contacts
If needed, you can filter your data by clicking on the filter icon at the top right of the search line to make your selection. (see How to use filters if needed.)
Export the list to (CSV, Excel)
Right click on the list and select "Export".
Choose between "Export CSV" or "Export Excel
NOTES: if your list contains more than 1000 clients you will have to repeat the same procedure on the next page