How do I generate estimates by customer report?

Estimates App allows you to generate a report of estimates associated with a specific customer, using  the option "Estimates by Customer".

Lets take a quick look at the following steps to understand better.

Steps to generate estimates associated with Customer

1. Log in and access Estimates App from your universal navigation menu bar.
2. Click on "Reports" from the app header bar.
    
3. You can view the reports dashboard, where various kinds of reports can be generated.
4. Click on “Estimates by Customer” link from the left navigation panel of the reports dashboard.
   
5. Provide following information:
• Customer Name
• Estimate
• Start Date
• End Date
  
6. Click on “View Report” button.
7. Now, the estimates by customer report is generated, which can be exported in spread sheet, by clicking on "Export" button as shown below:
   

Related Links

• Generate estimates list for a period
• Generates reports in estimates