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!