How do I Generate Reports in Estimates App?

Updated on February 7, 2018 09:15PM by Admin

The Estimates App is a simple way to provide sales quotes to your customers. You can track sales opportunities, generate estimates, and also convert this estimate into an invoice or work order once completed.

Have a look at the following steps to understand better.

Steps to Generate Reports in Estimates App

    1. Log in and access Estimates App from your universal navigation menu bar.
    2. Click “Reports” from the App header bar.
      estimates report

    3. You can view the "Reports" page in Estimates App.
      reports page

     It provides a set of common built-in reports designed to get a summary of activities occurring in the app.

Various reports include:

various reports

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