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FAQ
Can I filter the Estimate Report by selecting a single customer?

Yes. You can filter the Estimate Report by using the option Customize Report and can filter the data with a single customer. It can be done by following steps;

  • Click on the Reports Module.
  • Select the Report Estimate from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by customer, reference number or by due date between. If you want to filter data by customer option, need to select a customer.
  • Click on Run Report to get the customize data.
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