Estimates - Active, Status and Reports

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  • Updated 2 months ago
Estimates need a status of won, lost or pending not just active or not active.   Many comments on having to go into each estimate after it is invoiced so it is no longer active.   Where do you print a report of active estimates ?  When you export from Customer Centre: Estimates it exports all reports and has ticked as active when they are not active.
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Emma White

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Posted 5 months ago

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Hi Emma


Depending on the version you're using, you may already have an "Estimates by Job" report in your default Reports section.  If so, it will be under the Jobs, Time & Mileage group.  From this report, you can click on Modify Report, choose the Estimate Active Filter & select Yes.  

If not, the great thing about RA/RAH is that you can search for anything & turn that Search into a re-usable report!  To do this:

  • Go into Find to search for transactions & from that, create a unique report & memorise it for future use.
  • Choose the Filter: Transaction Type & select Estimate, then Detail Level > Summary only.  Under the
  • Click on Find then on the Report button.
  • From here, go to Modify Report & on the Display tab, you can also choose/remove other columns as applicable.
  • Check you're "Dates" range & "Sort by" (either Date or Num)
  • Once you're happy with your report, you can give it a unique name ("Report Title") on the Header/Footer tab in Modify Report, then click on "Memorise" to save all your tweaking!

Hope that helps. 

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Emma White

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Thanks this does help,  I just ran this report and seems good.  But it does show the estimate which are attached to jobs as these still have to be active.  I would still like a status on estimates so could do reports of estimates won, lost and pending.