Reports you can filter and export
Filter estimates, customers and projects by status, source, totals and dates, then export the list to CSV for your accountant or a pipeline review.
Tools, Reports gives you filtered lists of estimates, customers and projects. Pick a status, a date range, a total range or a source, sort it and click Apply.
Export CSV downloads exactly the rows you are looking at. Signed work this quarter, open bids over a certain size, everything one rep sent: each is a few clicks.