How do I generate estimates by customer report?

Updated on February 7, 2018 09:03PM by Admin

Estimates App allows you to generate a report of estimates associated with a specific customer, using  the option "Estimates by Customer".

Lets take a quick look at the following steps to understand better.

Steps to generate estimates associated with Customer

  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 on “Estimates by Customer” link from the left navigation panel of the reports dashboard.
    click estimates by customer
  5. Provide following information:
    • Customer Name
    • Estimate
    • Start Date
    • End Date
      view estimates by customer
  6. Click on “View Report” button.
  7. Now, the estimates by customer report is generated, which can be exported in spread sheet, by clicking on "Export" button as shown below:
    export estimates by customer report

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