How do I Generate Reports in Estimates App?

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

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

Various reports include:

• Estimate list
• Estimate by customer
• Activities Report
• Estimates summary
   

Related Links

• Generate estimates by customer report.
• Generate estimates list for a period.