How to Create Estimate Reports

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. 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.

Video walkthrough

Video walkthrough: Creating a report in raw data reporting

Before you begin

Create the estimates you want to report on. See How to Create an 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

Select Reporting under the Management tab in the left-side menu.
Select the Estimates tab, then select Raw Data.

Choose the Date Type the report should run on.

The Date Type dropdown in raw data reporting, with Created Date selected and Invoiced, Due, First Payment, Last Payment, and Accepted date options listed below it

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

Select the calendar icon and choose the start date range you want to report on.
Select Load Data.

The Start Date Range calendar in raw data reporting, with preset ranges from Today through Last 30 Days listed beside two month calendars and an Apply button

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 Columns panel open in raw data reporting, with a checkbox for each report field and the Columns button highlighted in the toolbar

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 open in raw data reporting, with an expandable list of report fields and the Filters button highlighted in the toolbar

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.

Select Quick Reports.
Set the primary field to Conversion Rate.
Set Group by to Created By.
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.

Video walkthrough: Building the common estimate reports

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 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.

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.

Getting Started

Customers & CRM

Jobs, Projects & Field Work

Estimates & Invoices

Payments & Financing

Scheduling & Dispatch

Inventory & Materials

Reporting & Analytics

Team, Account & Settings

Add-Ons & Premium

Integrations

Troubleshooting & Reference

Training & Resources

How to Create Estimate Reports

Overview

Video walkthrough

Before you begin

Set the date range

Choose your columns

Set your filters

Filter operators

Common estimate reports

Estimates by status

Estimate conversion rate

Estimates by location

Closing rates per technician

FAQs

Can I save an estimate report to use again?

Can I export an estimate report to a spreadsheet?

​Overview

​Video walkthrough

​Before you begin

​Set the date range

​Choose your columns

​Set your filters

​Filter operators

​Common estimate reports

​Estimates by status

​Estimate conversion rate

​Estimates by location

​Closing rates per technician

​FAQs

​Can I save an estimate report to use again?

​Can I export an estimate report to a spreadsheet?

​Related articles

Overview

Video walkthrough

Before you begin

Set the date range

Choose your columns

Set your filters

Filter operators

Common estimate reports

Estimates by status

Estimate conversion rate

Estimates by location

Closing rates per technician

FAQs

Can I save an estimate report to use again?

Can I export an estimate report to a spreadsheet?

Related articles