This report show record of estimates and it includes estimates which were saved and sent. This report also shows estimate creation date and expiry date. This report will be helpful in identifying sent estimates and those estimates saved as a draft.
This report can created in three different sections they are Current, Previous and Custom. In current, reports can be created by using Today, Current Month, Current Year, Current Quarter and Previous, reports can be created by using Yesterday, Previous month, Previous Year, Previous Quarter. Using Custom to create the report for a specific dates, a month or even a year.
Steps to create the report
- Go to reports
- Click on Estimate report mentioned in Sales report
- Click on date range choose from the dropdown menu
- If the you want to create the report for one particular customer
- Click on customer field and choose from the dropdown menu
- You can customize the report by clicking on estimate status filed
- Click on generate Report to generate report
- Click on open to open as PDF.
- You can download by pressing on download icon
- You can edit the headers to your need
- See screenshot attached Estimate report report with data