Estimations Report

Estimate reports help managers and supervisors assess job feasibility and costs. They provide crucial insights for decision-making on whether to proceed with a project.

Accessing Estimations Report

To access the report:

1. Click on the REPORTS module on the left panel.
2. Select Estimations to view available report categories:
   • Estimation By Status
   • Estimation By Customer
   • Estimation By Tag
   • Estimation By Office User

Estimation By Status

This report categorizes estimates by their status:

• Change Request – Estimates sent to customers for approval or changes.
• Draft – Initial estimates yet to be finalized.
• Won – Approved estimates.
• Scheduled – Approved estimates converted into jobs.
• Sent – Estimates sent to customers via email.
• Lost – Rejected estimates.
• Invoiced – Successfully invoiced estimates.

Viewing the Report

1. Go to Reports Menu > Click Estimations > Select Estimation By Status.
2. The report includes:
   • Number: The estimate’s unique number.
   • Company: The company for which the estimate was created.
   • Location: Where the service was performed
   • Description: Details about the estimate.
   • Total: Total value of goods.
   • Status: Current status of the estimate.
   • Date: Creation date of the estimate.
   • Job #: Assigned job number.
   • Invoice #: Assigned invoice number.
   • Cost: Total cost.
   • Profit Value: Total profit.
   • Created By: Person who created the estimate.

Generating a Report

1. Choose a Status (Change Requested, Draft, Won, Scheduled, Sent, Lost, or Invoiced).
2. Select Start Date and End Date.
3. Click Get Report.
4. Alternatively, select a predefined date range: Yesterday, Today, Last Week, This Week, Last Month, This Month.

Exporting the Report

1. Click Actions Button.
2. Select Export to PDF or Export to Excel.

Customizing the Report

• Configure Report Columns: Enable or disable columns to customize your view. Click SAVE to apply changes.
• Add to Favorites: Frequently used reports can be added to Favorites for quick access.

Estimation By Customer Report

This report provides details on customers and their estimates.

Viewing the Report

1. Go to Reports Menu > Click Estimations > Select Estimation By Customer.
2. The report includes:
   • Estimate Number – Unique estimate number
   • Company Name – Customer’s company name
   • Location – Service location
   • Description – Details of the estimate
   • Total Amount – Total amount of goods
   • Status – Estimate status
   • Date Created – Creation date
   • Job Number (if applicable)
   • Invoice Number (if applicable)
   • Cost – Total cost
   • Profit Value – Total profit
   • Created By – Person who created the estimate

Generating a Report

1. Select a Customer (one at a time).
2. Choose Start Date and End Date.
3. Click Get Report.
4. Export the report using the Actions Button (Export to PDF or Excel).

Estimation By Tag Report

This report categorizes estimates based on tags.

Viewing the Report

1. Go to Reports Menu > Click Estimations > Select Estimation By Tag.
2. The report includes the same details as the Customer Report.

Generating a Report

1. Select Tags (single or multiple).
2. Choose Start Date and End Date.
3. Click Get Report.
4. Export the report using the Actions Button.

Estimation By Office User Report

This report categorizes estimates based on the office user who created them.

Viewing the Report

1. Go to Reports Menu > Click Estimations > Select Estimation By Office User.
2. The report includes the same details as the Customer Report.

Generating a Report

1. Select User(s) (single, multiple, or all users).
2. Choose Start Date and End Date.
3. Click Get Report.
4. Export the report using the Actions Button.

By following these steps, you can easily generate and analyze estimation reports for better decision-making.