First, click into the Reporting menu and choose the Active Donors Contact Report as a starting point.
Using the blue filter button, adjust the Report Filter to include Donor, Prospect, and Lapsed.
Individuals, Households, and Organizations are automatically included unless you change it in the same filter.
Click Run Report.
Once the report loads, click on the three dots in any column and choose Columns. At this time you can also check or hide any data you want in the report. Then click Apply.
We recommend clicking Save As and naming this report so you have it in your Custom Reports for future use.
After you Save As you can then hit the Export button and choose how to export that report.
You can also use the Add button to add marketing lists, an activity, or badges.