Hi All,

Was wondering if you could help set up a Custom Report.

I would like to generate a report template, where I can pull out the estimates (Filtered by Pending, Accepted, Rejected etc) but also has the details of the Line Items of those Estimates:

E.g.  Service Date, Description, Rate etc. 

So essentially I need to be able to generate a report in excel (which is emailed every week) where I can see an estimate, the status of the estimate, and the individual line items such as service date, description, rate etc.

Any help will be much appreciated.

Thanks