- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Account management
Hi, go to Report Center, choose Sales, scroll down until you find Estimates By Item For Sales Team and select this report by double clicking.
Click on Customize Report, choose Filters (2nd tab), type Name in the Search Filters box, All names will now be displayed under Name.
Click on Display (1st tab) and chose the date range that suits you.
Click OK (blue tab at the bottom)
You will have an estimate report that displays the individual line items of each estimate.
Good luck!
Cheryl