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Replying to:
Matteo_S
Level 3

EStimates by product line

Good morning,

 

We'd like to have a monthly report for our accepted estimates divided by product line, as there's one for sales.

We understand how to filter an estimates report so it only shows accepted ones, and we tried palying around with "all transactions", but we can't seem to find a way to group them by product line, which is of course very important.

I'm sure there must be a way, as it's available for sales.

 

(we have QBs plus so I understand there's limitations to our possibility to customise reports)

 

thanks

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