> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create Estimate Reports
> Build an estimate report in FieldPulse to track conversion rate by team member, group estimates by status or location, and follow payment status.
> **Who uses this:** Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have reporting access. **Availability:** All regions.
An estimate report is built from the **Estimates** tab in raw data reporting, and it pulls estimate data — invoice conversions, payment status, related jobs, and more — into one table over the date range you choose.
## Overview
An estimate report shows which quotes turn into paid work. Use it to track the conversion rate for each team member, see how many estimates sit in each status and what they are worth, break estimates out by city or zip code, and follow payment status from the estimate through to the converted invoice. The most common versions are estimates by status, estimate conversion rate, and estimates by location.
Building an estimate report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Estimate reporting is part of [FieldPulse's dashboards and reporting](https://www.fieldpulse.com/features/dashboards-and-reporting). For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting).
## Video walkthrough
## Before you begin
* Create the estimates you want to report on. See [How to Create an Estimate](/estimates-invoices/creating/estimate).
* Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs **Full Reporting access** turned on.
## Set the date range
1. Select **Reporting** under the **Management** tab in the left-side menu.
2. Select the **Estimates** tab, then select **Raw Data**.
3. Choose the **Date Type** the report should run on.
| **Date type** | **What it measures** |
| ---------------------- | ---------------------------------------------------------- |
| **Created Date** | When the estimate was created |
| **Invoiced Date** | When the estimate was sent to the customer |
| **Due Date** | When the estimate was due |
| **First Payment Date** | When the customer made their first payment on the estimate |
| **Last Payment Date** | When the customer made their last payment on the estimate |
| **Accepted Date** | When the estimate was accepted by the customer |
4. Select the calendar icon and choose the start date range you want to report on.
5. Select **Load Data**.
The calendar offers these presets:
| **Preset** | **Date range** |
| ---------------- | ------------------------------------------------- |
| **Today** | 12:00 AM to the current time |
| **Yesterday** | The previous day, 12:00 AM to 11:59 PM |
| **This Week** | Monday through Sunday of the current week |
| **Last Week** | The previous week |
| **Last 7 Days** | The previous seven days, including today |
| **This Month** | The first of the current month to the current day |
| **Last Month** | The entire month before the current month |
| **Last 30 Days** | The previous 30 days, including today |
| **Custom** | Start and end dates you select on the calendar |
## Choose your columns
Select **Columns** to choose which estimate fields appear in the report table and the order they appear in.
The estimate report includes these columns by default:
| **Column** | **What it holds** |
| ------------------------------- | ----------------------------------------------------------------------------------- |
| **#ID** | Estimate number |
| **Customer** | Customer linked to the estimate |
| **Estimate Title** | Estimate title |
| **Parent Job** | Job linked to the estimate |
| **Status** | Estimate status |
| **Estimate Creator** | Author of the estimate |
| **Created Date** | Date and time the estimate was created in FieldPulse |
| **Invoiced Date** | Date and time the estimate was sent to the customer |
| **Expiration Date** | Date and time the estimate expires |
| **Accepted Date** | Date and time the estimate was accepted by the customer |
| **Estimate Total** | Total dollar amount on the estimate |
| **QuickBooks Class** | The class shown here if you sync with QuickBooks |
| **Pre-Tax Subtotal** | Total dollar amount on the estimate before tax |
| **Cost Basis** | Total costs associated with the estimate |
| **Profit Margin** | Estimate profit in dollars |
| **Profit Margin Percentage** | Estimate profit margin percentage |
| **Converted** | Whether the estimate has been converted to an invoice |
| **Payment Status** | Status of payment on the estimate or converted invoice |
| **Related Invoices** | Record numbers for invoices linked to the estimate |
| **Estimate Notes** | Notes on the estimate |
| **Internal Notes** | Internal notes on the estimate |
| **Tags** | Tags on the estimate |
| **Tax Rate** | Tax rate percentage on the estimate |
| **Tax** | Dollar amount of tax on the estimate |
| **Commission Method** | Method for commission on the estimate |
| **Commission %** | Commission rate percentage |
| **Commission** | Dollar amount of commission on the estimate |
| **Related Project** | Project linked to the estimate |
| **Location** | Service location on the estimate |
| **QuickBooks Originated** | Yes or No, indicating whether the record originated in QuickBooks |
| **Custom Fields** | User-created fields related to the estimate |
| **Customer — Custom Fields** | User-created fields related to the customer record |
| **Customer Lead Source** | Lead source on the customer record |
| **Customer Phone** | Customer's primary phone number |
| **Customer Email** | Customer's primary email address |
| **Customer Phone 2** | Customer's secondary phone number |
| **Customer Email 2** | Customer's secondary email address |
| **Customer Assigned To** | User assigned to the customer record |
| **Customer Pipeline Status** | Customer's custom sales pipeline status |
| **Customer Next Steps** | Next steps listed on the custom sales pipeline |
| **Customer Notes** | Notes on the customer record |
| **Customer Job Notes** | Job notes on the customer record, which are automatically inserted onto job records |
| **Customer Created Date** | Date and time the customer was added to FieldPulse |
| **Customer Tags** | Tags attached to the customer record |
| **Parent Customer** | Group and analyze data by the parent customer |
| **Job — Custom Fields** | User-created fields related to the job record |
| **Job — Notes** | Notes on the job record |
| **Job — Field Notes** | Notes left by assigned users on the job |
| **Job — Tags** | Tags attached to the job record |
| **Job — Assigned Team Members** | Users assigned to the job |
## Set your filters
Before running the report, set filters to narrow the results. Select the **Filters** icon, then choose how you want to filter the report.
The **Filters** panel offers these estimate, customer, and job fields:
| **Field** | **How you filter** |
| ------------------------------- | ------------------------ |
| **Company** | Select the company |
| **#ID** | Filter by contents |
| **Customer** | Filter by contents |
| **Estimate Title** | Filter by contents |
| **Parent Job** | Filter by contents |
| **Status** | Select the status |
| **Estimate Creator** | Filter by contents |
| **Created Date** | Filter by date |
| **Invoiced Date** | Filter by date |
| **Expiration Date** | Filter by date |
| **Accepted Date** | Filter by date |
| **Estimate Total** | Filter by contents |
| **Pre-Tax Subtotal** | Filter by contents |
| **Cost Basis** | Filter by contents |
| **Profit Margin** | Filter by contents |
| **Profit Margin Percentage** | Filter by contents |
| **Payment Status** | Select the status |
| **Related Invoices** | Filter by contents |
| **Estimate Notes** | Filter by contents |
| **Internal Notes** | Filter by contents |
| **Tags** | Select the tag |
| **Tax Rate** | Filter by contents |
| **Tax** | Filter by contents |
| **Commission Method** | Select the method |
| **Commission %** | Filter by contents |
| **Commission** | Filter by contents |
| **Related Project** | Select the project |
| **Location** | Filter by contents |
| **Custom Fields** | Select the custom field |
| **Customer Phone** | Select the phone number |
| **Customer Email** | Select the email address |
| **Customer Phone 2** | Select the phone number |
| **Customer Email 2** | Select the email address |
| **Customer Assigned To** | Filter by contents |
| **Customer Lead Source** | Select the lead source |
| **Customer Pipeline Status** | Select the status |
| **Customer Next Steps** | Filter by contents |
| **Customer Notes** | Filter by contents |
| **Customer Job Notes** | Filter by contents |
| **Customer Created Date** | Filter by contents |
| **Customer Tags** | Filter by contents |
| **Job — Status** | Select the status |
| **Job — Notes** | Filter by contents |
| **Job — Field Notes** | Filter by contents |
| **Job — Tags** | Filter by contents |
| **Job — Assigned Team Members** | Filter by contents |
### Filter operators
When you filter by contents, choose an operator and then enter the values to filter the data on.
| **Operator** | **Retrieves data** | **Example** | **Data retrieved** |
| ------------------------ | ------------------------------------------ | ------------------------------------------------- | ----------------------------------------------------------- |
| Equals | Equal to a specified value | Created By - Equals Tom Gause | For all records created by Tom Gause only |
| Not Equal | Different from a specified value | Tag - Not Equal to HVAC | For all records except those using the HVAC tag |
| Less Than | Lower than a specified value | #ID - Less than 1144 | For all records below #1144 |
| Less Than or Equal To | Lower than or equal to a specified value | Job Date/Time - Less than or equal to 12/13/2023 | For jobs scheduled before or on 12/13/2023 |
| Greater Than | Greater than a specified value | Job Duration - Greater than 60 minutes | For jobs in the In Progress status type for over 60 minutes |
| Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024 |
| In Range | Including and between two specified values | #ID - Between 1225 and 1236 | For all estimate records with #IDs between 1225 and 1236 |
| Starts With | Begins with a specified value | Title - Annual | For all job records beginning with Annual |
| Ends With | Ends with a specified value | Location - TX | For all job locations ending with TX |
| Blank | No values are in the field | Subtitle | For all job records with blank subtitles |
| Not Blank | Values in the field | Notes | For all job records with values in the notes field |
## Common estimate reports
Four column-and-grouping combinations answer most estimate questions.
### Estimates by status
This report shows how many estimates are sent, accepted, or rejected, and the total dollar amount in each status.
* **Columns:** customize to your needs, but include **Status** and **Estimate Total**.
* **Group by:** **Status**.
### Estimate conversion rate
This report shows the percentage of estimates each member of your team converts to invoices.
1. Select **Quick Reports**.
2. Set the primary field to **Conversion Rate**.
3. Set **Group by** to **Created By**.
4. Select **Configure Pivot Table**.
### Estimates by location
This report shows estimate data by city or zip code to inform your business decisions. Build it two ways.
**By tags:**
* **Columns:** customize to your needs, but include **Tags**.
* **Group by:** **Tags**.
**By location:**
* **Columns:** customize to your needs, but include **Location**.
* **Filter:** **Location** *contains* a zip code or city, or *does not contain* a zip code or city.
### Closing rates per technician
This report organizes estimates by the team member who created each one.
* **Columns:** customize to your needs, but include **Converted**.
* **Group by:** **Creator**.
## FAQs
### Can I save an estimate report to use again?
Yes. Select **Save as Report**, then **Save as New** to store it under **Select Report**, or **Save as Widget** to add it to your Pulse Dashboard. See [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) for the full saving flow.
### Can I export an estimate report to a spreadsheet?
Yes. Select **Export CSV** to download the report currently on your screen as a CSV file to your device.
## Related articles
* [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting)
* [How to Create an Estimate](/estimates-invoices/creating/estimate)
* [How to Create Invoice Reports](/reporting/raw-data/invoice-reports)
* [How to Create Commission Reports](/reporting/raw-data/commission-reports)
Your estimate report is working when the table returns the estimates you expected for the date range and date type, shows the columns you selected, and narrows to the statuses, team members, or locations you care about once your filters are applied.
## Related topics
- [How to Create Invoice Reports](/reporting/raw-data/invoice-reports.md)
- [How to Export Estimates and Invoices](/settings/data/exporting-estimates-invoices.md)
- [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting.md)
- [Setting Up Custom Estimate & Invoice Status Workflows](/estimates-invoices/creating/status-workflows.md)