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Join nowWe would love a simple report that shows the job estimates created for a given month that provides the information in a single line so they can easily be exported to Excel and sorted. The existing Estimate by job report is multiple rows per job.
Does anyone have a simple report format like that? We would love to easily track and manage our sales teams effort by running a report that shows the estimates created for a given month. Job title, Date Created, Sales Rep Name, and Amount of Estimate are all that are needed.
Thanks.
Thanks for reaching out to us, DEW2022. Let me get the help you need in running the report you want.
When running the Estimates by Job report, the option to edit the rows is unavailable in QuickBooks Desktop Enterprise. You can share your thoughts and ideas about this one in QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. Here's how:
What we can do in QuickBooks is to edit the columns to show only the Job title, Date Created, Sales Rep Name, and Amount of Estimate in the report. Let me show you how:
If you need to export the report to Excel, just follow the steps below:
Here's an article you can refer to for more details about exporting reports as Excel workbooks in QuickBooks Desktop. For additional information about the available reports you can run in QuickBooks Desktop and how to use them, here's a resource you can read: Understand reports.
Should you have additional questions or need further help, please let me know by adding a comment below. I'll be more than happy to answer them for you. Have a nice day!
@RCV RE: Let me get the help you need in running the report you want.
When running the Estimates by Job report, the option to edit the rows is unavailable in QuickBooks Desktop Enterprise.
How is telling the user they can't run the report helping the user get the report they want?
And, why did Intuit take away the option to edit rows and make it unavailable?
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