Creating a report showing Estimate Items for active estimates

Question

Hi,

I am using Reckon Accounts Premier: Professional Services Edition 2022 and I would like to create a report that shows the current active estimates, with each component of the estimate shown. An example estimate may have the following components: Survey, Site Inspection, Design Plans. I would like this to display something like this:

Job: 2022.123 Example

Estimate 2022.123a

Survey                  $123

Site Inspection    $123

Design Plans       $123

Job: 2022.124

Survey                 $321

etc...

Is this possible?

Acctd4 · Answer

I've just had a go at tweaking this further including using an Item Group that I named "2", but I don't believe it's possible to achieve that exact format 😬

Removing the Account filter, I was able to get this:

... which is closer - in that it mentions the Group Name & Description - but it also then shows the GST line

Groups are not specific Items themselves, but rather just a "template" for a quick method of entering multiple Items all at once.  Therefore, the system doesn't have a specific filter for Group Items the way it does for other Item types.

stphnbrd · Answer

Hi Acttd4,

Thank you for your detailed response, this has got me close to the answer I was looking for. The only problem is our quotes use groups which are made up of service items as shown below:

Is there a way to create a report that summarises based on the estimate groups? Something like:

2023.123 Example Job:

* GEO Soil Test. - $123
* Struc Slab and Footing - $123
* Struc Cert of Compliance - $123

Total - $349

Acctd4 · Answer

Hi @stphnbrd

I would create your own via the Find feature (under the Edit dropdown menu):

* Select the Transaction Type Filter > Estimate
* Select the Estimate Active Filter > Yes, then click Find, then Report
* In the report, click on the Modify ... button at the top left.  
* On the first Display tab, you can select or deselect the Columns you want & set Total by > Customer
* On the Filters tab:* Account > All ordinary income/cogs 
* Detail Level > All except summary

* On the Header/Footer tab, you can also rename it accordingly under Report Title

Here's an example created in the Sample file:

As per above, you can add/remove columns as required.

TIP: Columns can easily be removed in a report by hovering your mouse over the diamond to the right of the column you want to close.  Once the icon changes to a double-sided arrow, click & drag across to the left to "close".

Once you have the report how you want it, Memorise it (&/or add it to your Icon Bar) so you can access it anytime, without having to configure it again 😊