Here are the steps for exporting a list of your data into Excel to create the customized reports you need.
Note
The example below is based on the Contacts list, but it is possible to perform the same actions on different list tabs (i.e. Invoices, Submissions, etc.).
Choose the information that you want to display in your grid
Click on the Display options (1)
Check the information you want in your export in your columns
Make sure you have 1000 results per page (2) to minimize the number of pages to be exported.
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 in the grids)
Export list to CSV or Excel file
Select all items in the search result
Right-click on the list and select Export
Choose between Export CSV or Export Excel
Important
If your list contains more than one page, you'll need to repeat the same procedure on the next page.