The Estimate List report lists your quotes and estimates with their status, dates and amounts. Use it to follow up on estimates that are still waiting for an answer, or to find accepted estimates that haven't been invoiced yet.
Open the report
Go to Reports in the left menu. On the Standard tab, find Estimate List under Finance, or type "estimate" in Search.
Administrators and Finance Managers can run this report. It lists the estimates of every customer in the account.
Choose what to include
- Report Currency: Customer Currency, the default, shows each estimate in its own currency. Base Currency converts every estimate into your account's base currency, using the estimate's exchange rate.
- Primary Grouping: with Customer Currency, estimates are grouped by Currency. With Base Currency, you can group by Customer or Status, or leave it empty for one list. Each group has a subtotal.
- Customer: only these customers. Leave it empty for all.
- Issue Date From and Issue Date To: the estimate's issue date.
- Status: Draft, Accepted, Sent, Invoiced, Expired or Rejected. Expired finds sent estimates whose expiry date has passed. Invoiced finds estimates that have been turned into an invoice.
- Sent Date From and Sent Date To: when the estimate was sent.
- Show Columns: choose the columns (see below).
- Hide Report Parameters: hide the summary of your choices at the top of the report.
Read the report
Each row is one estimate, with the newest issue date first. Estimate Number always shows. Click it to open the estimate.
Customer, Issue Date, Status, Sent Date and Total Amount show by default. In Show Columns you can also add:
Column | What it shows |
|---|---|
Subject | The estimate's subject. |
Created Date | When the estimate was created. |
Accepted Date, Rejected Date | When it was accepted or rejected. |
Converted Date | When it was turned into an invoice. |
Currency | The estimate's currency, or your base currency. |
Discount Amount | The discount on the estimate. |
Amount Before Tax, Tax Amount | The amount before tax, and the tax. |
The report shows up to 11 columns. If you choose more, it asks you to remove some. When you group by customer or status, that column is hidden because the group heading already shows it. The amount headings show the currency: your base currency code, or "Tran Currency" when each estimate keeps its own currency.
See getting started with estimates for what each status means and how estimates move between them.
Save, schedule or export
Save the report with your choices so you can run it again in one click: see saving and sharing reports. On a paid plan, you can also schedule it for email delivery. Any report can be exported.