The Estimate reports track estimate transactions in your account, allowing you to see an overview of all the estimates generated in a given time period.

There are two ways to get to the Estimate Reports:

Click the vertical ellipses [ ⋮ ] on your Estimates App and choose Reports.
In the Estimates List screen, click Reports at the top right of the screen.

This will take you to the Estimate Reports screen.

Estimate Chart Filtering

At the top of the screen, you can filter which estimates are included in the reports. There are subtle differences between QuickBooks Desktop and QuickBooks Online. These will be noted. The below example is a screenshot from QuickBooks Online.

For QuickBooks Desktop

For QuickBooks Desktop users, by default, only transactions from the last month are retained in Method but are not deleted from QuickBooks. If you want Method to retain all of your estimates, please see our article "Why can't I see my past transactions?"

Status - you can choose to have the reports display:
- All - filter for all estimates you have permission to view
- Active - Filter for only active estimates
- Inactive - Filter for only inactive estimates
Sales Rep - you can choose to have the reports display:
- Shared - all estimates you have permission to see
- Specific Sales Rep - estimates belonging to a specific Sales Rep if you have permission to view their records
Range - from the dropdown, you can choose to have the reports display only estimates from a particular time period.

For QuickBooks Online

Status - you can choose to have the reports display:
- All - filter for all estimates you have permission to view
- Specific Status - Filter the estimate based on one of the four statuses:
  - Pending
  - Accepted
  - Rejected
  - Closed
Assigned To - you can choose to have the reports display:
- Shared - all estimates you have permission to see
- Specific User - estimates belonging to a specific user if you have permission to view their records.
Range - from the dropdown, you can choose to have the reports display only estimates from a particular time period

Estimate Chart Types

There are a number of estimate related charts which you can view.

By clicking any bar in a chart, a list of estimates that make up that bar will appear in a grid at the bottom of the screen. From there, you can select a particular estimate to view it in more detail.

Here are the types of charts available. For all the charts given, taxes are not included.

Subtotal by Month - Amount of money quoted in estimates that month
Subtotal by Item - Amount of money in estimates grouped by item
Item Quantity - How many of each item was included in estimates
Subtotal by Sales Rep (QuickBooks Desktop Only) - Amount of money in estimates grouped by Sales Rep
Estimates by Sales Rep (QuickBooks Desktop Only)- How many estimates each Sales Rep was assigned to
Subtotal by Assigned To (QuickBooks Online Only) - Amount of money in estimates grouped by user
Estimates by Assigned To (QuickBooks Online Only) - How many estimates each user was assigned to
Subtotal by Customer - Amount of money in estimates grouped by customer
Estimates by Customer - How many times each customer was given an estimate