Estimates per period (Reports menu)

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The following five (5) reports are available to analyze estimates:

1.Estimates per period - Customer group 1 - List the estimates by customer reporting group 1 linked to customer accounts on Action → Customers.  

2.Estimates per period - Customer group 2 - List the estimates by customer reporting group 2 linked to customer accounts on Action → Customers.  

3.Estimates per period - Document group 1 - List the estimates by document reporting group 1.  

4.Estimates per period - Document group 2 - List the estimates by document reporting group 2.  

5.Estimates per period - Salesperson - List the estimates by salesperson (person who processed the estimate).

This report only includes Estimates which are posted and / or confirmed. Unconfirmed (open) Estimates will be NOT be included in this report.

To print Estimates by Reporting groups reports:

1.On the Reports ribbon, select Reports → Sales analysis → Estimates per period.

2.Select the following:

a)Report - Select the Estimates per period - Customer group 1 (default), Estimates per period - Customer group 2, Estimates per period - Document group 1, Estimates per period - Document group 2 or Estimates per period - Salesperson report.

b)Period - Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.

c)Sequence - Select "Customer code" to print the report by account code or "Description" to print the report by account description (name).

d)New page per account - If this option is selected (ticked), it will print the transactions for each account on a new page.

The Company details will not be printed as in the Page header. The company name is displayed in the Page footer.

3.Click on the OK button.

An example of the Estimates per period - Customer group 1 report, is as follows:

Page 1

Each Reporting group will start on a new page.

Page 2

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