Customizable Reports - Export Current Grid
Set up your columns and filters to create a report!Use advanced filters and columns to create a customized report. Then export it to a CSV file.
Export the data exactly as it is shown in Bulk Actions > Export Current Grid.
Exporting Current Grid
Export lists of your Accounts, Customers, Orders, Quotes, Drafts, and Products by using Export Current Grid to download a CSV with the same columns and data as displayed in the list.
Exporting Current Grid is available in many lists to enable you to create custom reproducible exports.
Learn how to save your filters as tabs here.
Setting Grid Columns
You can create custom views for yourself by adding/removing columns from your grids. Click the gear icon to add and remove columns from your grid.
