How do I generate estimates list for a period?

Updated on February 7, 2018 09:06PM by Admin

Estimates App allows you to generate list of estimates that were generated during a specific period using the option "Estimates List".

The following steps will help you understand better.

Steps to Generate Estimate List

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Click on "Reports" from the app header bar.
    estimates reports 
  3. You can view the reports dashboard, where various kinds of reports can be generated.
  4. Click “Estimates List” link from the left navigation panel of the reports dashboard.
    click estimates list
  5. Provide following information:
    • Estimate
    • Start Date
    • End Date
      view estimates list report
  6. Click on “View Report” button.
  7. Now, the estimates list report is generated, where it can be viewed in spread sheet, by clicking on "Export" button as shown below:
    export estimates list report

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