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
Select the date scope for your report from the drop down list:
- Use the
> 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 button and the currently selected report data will be exported.
Sales detail report