Overview
Download your estimates list as CSV or Excel for reporting or external processing.
Steps
In Finance > Estimates, apply any Filters (date, status, client).
Click Export.
Choose CSV or Excel.
Save the file when prompted.
Tips
Export monthly or quarterly to reconcile pipeline versus booked revenue.
Use spreadsheet pivot-tables to analyze estimates by client or project.
Troubleshooting / FAQs
Q: Export button is grayed out.
A: Remove overly restrictive filters—ensure at least one row is visible.
Q: Missing columns in export.
A: Contact your administrator to enable additional fields under Custom Fields settings.