Estimates per period (Reports menu)

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).

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.

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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