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Best answer April 08, 2023
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Hello there.
Yes. we can filter the Estimates & Progress Invoicing Summary by Customer report by status however, we're unable to choose specific status to only show.
To filter the report, please follow these steps:
- Go to the Reports menu.
- In the Find report by name section, type Estimates & Progress Invoicing Summary by Customer.
- Select the report to open.
- Click on the little gear icon in the upper-left part of the report page.
- Be sure to put a checkmark on the box beside Status.
- Click anywhere to load the changes.
Since choosing estimates with specific statuses to show isn't available, I'd recommend sending a request for this feature's availability to our Product Developers. This way, they can consider adding it in future updates. Refer to this article to send feedback and to be updated on the recently updated ideas: Customer Feedback for QuickBooks Online.
While we still can't select estimate status, you may want to consider exporting your report to Excel and customizing it to show the information you need.
Additionally, I got you an article that'll guide you in memorising your reports so you won't have to repeat to customisation process over again: Memorise reports in QuickBooks Online.
The Community is always open to cater your questions whenever you have one with regard to customising your reports in QuickBooks Online. Keep safe always.
Hello there.
Yes. we can filter the Estimates & Progress Invoicing Summary by Customer report by status however, we're unable to choose specific status to only show.
To filter the report, please follow these steps:
- Go to the Reports menu.
- In the Find report by name section, type Estimates & Progress Invoicing Summary by Customer.
- Select the report to open.
- Click on the little gear icon in the upper-left part of the report page.
- Be sure to put a checkmark on the box beside Status.
- Click anywhere to load the changes.
Since choosing estimates with specific statuses to show isn't available, I'd recommend sending a request for this feature's availability to our Product Developers. This way, they can consider adding it in future updates. Refer to this article to send feedback and to be updated on the recently updated ideas: Customer Feedback for QuickBooks Online.
While we still can't select estimate status, you may want to consider exporting your report to Excel and customizing it to show the information you need.
Additionally, I got you an article that'll guide you in memorising your reports so you won't have to repeat to customisation process over again: Memorise reports in QuickBooks Online.
The Community is always open to cater your questions whenever you have one with regard to customising your reports in QuickBooks Online. Keep safe always.
