estimate by item

prasanna

Hi Team ,

we are using reckon hosted and need to run a report showing item by estimate number in following format

Thanks Team

Reeta

Hi @prasanna ,

To find the estimates, follow these steps:

• Go to the Reports section.
• Look for the "Estimates by Job" report under your default reports. This report will be located within the Jobs, Time & Mileage group.
• Once you're in the report, you can:
  • Click on Modify Report to adjust the settings.
  • Additionally, select Item and Item Descriptions to refine the data and refresh the report.

I hope this helps!!

Let me know if you need further assistance.

Kind regards,

Reeta

Datarec

Explore the different standard report types categorised under the Reports menu.

Find the closest report that already includes most of the info you require.

That same process of report modification described by Reeta can be used for other reports that may be required.