estimates report – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Tue, 26 May 2020 17:11:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Estimates Report https://zistemo.com/knowledge-base/content/estimates-report/ Wed, 19 Jun 2019 07:46:49 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=7241 In the Estimates Report you are able to see when, to whom and with which amount you sent/created estimates.

How to reach the report?
Simply follow the steps: Reporting -> Client Reports -> Estimates

Settings and customizing the report

First of all choose your preferred date range:

You can also sort after client

Furthermore you have the ability to sort for an specific estimate status and also if the estimate is expired:

You can mark this option, if you want to use the estimate currency – in the currency you created the estimate:

In the Estimates Report, you see following details:

  • Est# -> Estimate Number
  • Date -> The Date when you created the Estimate
  • Customer -> The Customer related to the Estimate
  • Title -> The title of the Estimate
  • Status -> The Status of the Estimate (for example: viewed)
  • Estimate Amount
  • Taxes -> Taxes which are included in the Estimate Amount

Furthermore, you can export or print your Estimates Report by clicking the related button:

Enjoy!

 

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