Estimate Reports

See an overview of all the estimates generated in a given time period.

The Estimate reports track estimate transactions in your account, allowing you to see an overview of all the estimates generated in a given time period.

There are two ways to get to the Estimate Reports:

  • Click the ellipses ( ⋮ ) on your Estimates App and choose Reports.
  • In the Estimates List screen, click Reports at the top right of the screen.

This will take you to the Estimate Reports screen.

Estimate Chart Filtering

At the top of the screen, you can filter which estimates are included in the reports. There are subtle differences between QuickBooks Desktop (QBDT) and QuickBooks Online (QBO). These will be noted.

Note for QuickBooks Desktop users. By default, only transactions from the last month are retained in Method (but are not deleted from QuickBooks). If you want Method to retain all of your estimates, please see our article "Why can't I see my past transactions?"
  • Status - you can choose to have the reports display: 
    • For QBDT Only:
      • Active - Filter for only active estimates
      • Inactive - Filter for only inactive estimates
    • For QBO Only:
      • All - filter for all estimates you have permission to view
      • Specific Status - Filter the estimate based on one of the four statuses:
        • Pending
        • Accepted
        • Rejected
        • Closed
  • Sales Rep (QBDT Only) - you can choose to have the reports display:
    • Shared - all estimates you have permission to see
    • Specific Sales Rep - estimates belonging to a specific Sales Rep if you have permission to view their records
  • Assigned To (QBO Only) - you can choose to have the reports display:
    • Shared - all estimates you have permission to see
    • Specific User - estimates belonging to a specific user if you have permission to view their records
  • Range - from the dropdown, you can choose to have the reports display only estimates from a particular time period

Estimate Chart Types

There are a number of estimate related charts which you can view. 

By clicking any bar in a chart, a list of estimates that make up that bar will appear in a grid at the bottom of the screen. From there, you can select a particular estimate to view it in more detail.

Here are the types of charts available. For all the charts given, taxes are not included. 

  • Subtotal by Month - Amount of money quoted in estimates that month
  • Subtotal by Item - Amount of money in estimates grouped by item
  • Item Quantity - How many of each item was included in estimates
  • Subtotal by Sales Rep (QBDT Only) - Amount of money in estimates grouped by Sales Rep
  • Estimates by Sales Rep (QBDT Only)- How many estimates each Sales Rep was assigned to
  • Subtotal by Assigned To (QBO Only) - Amount of money in estimates grouped by user
  • Estimates by Assigned To (QBO Only) - How many estimates each user was assigned to
  • Subtotal by Customer - Amount of money in estimates grouped by customer
  • Estimates by Customer - How many times each customer was given an estimate

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