Advanced Reporting (Professional & Enterprise)

Estimate Rocket Pro features advanced reporting capabilities allowing quick access to a wide range of key business reporting values.

Viewing Advanced Reports

1.) Select Reports from the top menu.

2.) Select your Report type:

  • Summary - Summary totals of sales and accounts receivable
  • Sales - Invoices
  • Receipts - Payments Received
  • Open Estimates - Estimates Pending Acceptance - Aging
  • Open Work Orders - Work Not Completed - Aging
  • Open Invoices - Invoices Not Paid - Aging
  • Projects - Created in the selected period
  • Estimates - Created in the selected period
  • Accepted - Created in the selected period
  • Work Orders - Created in the selected period

Report Selections

Select the date scope for your report from the drop down list:

  • Day
  • Month
  • Week
  • Year
  • Use the < and > to change the report dates
  • Use the Search Bar or the Filters to narrow your search.
  • You results are displayed immediatly as you make your selections.
  • You can click on any of the Summary report total links and be taken to the details all of the projects included in the total.
  • To Create a CSV file that you can open with Excel, click the Export to CSV button and the currently selected report data will be exported.

 

Summary reports

 

Sales detail report

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