How do I view activities report in estimates app?

Estimates App allows you to generate activities list by period using "Estimates Activities".

Steps to Generate Estimates Activities Report

1. Log in and access Estimates App from your universal navigation menu bar.
2. Click on “Reports” from the app header bar.
   
3. You can view the reports dashboard, where various kinds of reports can be generated.
4. Click on "Estimates Activities" from the left navigation panel of the reports dashboard.
   
5. Provide following information:
• App - Select Estimates app from the list.
• Estimate # - Allows you to select a particular estimate number.
• Employee - Allows you to select a particular employee/all. A report of estimates associated with the selected employee will be generated.
• Activity Type (Includes Appointment, Call logs, Email, Follow ups, Tasks and All)
• Start date
• End date
• Modified From - Modified from date of the estimates.
• Modified To - Modified to date of the estimates.
  
6. Click on “View Report” button.
7. Now, the estimates activities report will be generated, where you can export the activities report in spread sheet by clicking on "Export" as shown below:
   

Related Links

• Generate estimates by customer report
• Generate estimates list for a period
• Generates reports in estimates
• View estimates by status