Estimate Report in IntoAEC
The Estimate Report in IntoAEC provides insights into all sent estimates, including their status, financial details, and acceptance trends. This report allows users to filter, view, and export estimates efficiently.
Accessing the Estimate Report :
Navigate to the Reports section from the main menu.
Click on Estimate Report to open the report dashboard.
Filtering Estimates
To refine the report:
Select a Sent On date or date range.
Click Apply to filter results.
Click Clear to reset and display all estimates.
Understanding Dashboard Insights
The dashboard displays key metrics:
Total Estimates Sent – The total number of estimates sent to clients.
Viewing Estimate Details
The Estimate Report Table lists detailed records for each estimate. The key details include:
Project Name – The project linked to the estimate.
Estimate Name – The unique name assigned to the estimate.
Total Amount – The total cost of the estimate.
Profit Value – The projected profit from the estimate.
Status – Whether the estimate is Sent, Accepted, or Declined.
Sent On – The date the estimate was shared with the client.
Accepted On – The date the client approved the estimate.
Declined On – The date the client rejected the estimate.
Managing Estimates (Bulk Actions & Exporting)
Bulk Selection – Select multiple estimates to manage them in bulk.
Exporting – Download estimate details in Excel format for further review.
How to Configure Estimate Report Automation in IntoAEC
Automate once and let the reports come to you.
Follow these simple steps to set up Estimate Report Automation using the Configure Report Automation icon:
Launch the Configure Report Automation Popup
Click the Configure Report Automation icon to open the Estimate Report Automation popup.
Choose Who Gets the Reports
In the Send To dropdown, select the users who should receive the automated estimate reports.
Decide When Reports Should Be Sent
Under the Generate Report dropdown, pick how often you want the reports delivered:
Daily (default setting) - Reports are generated within one hour of your selected time.
Example: If it’s set to 6:00 PM, the report will be created between 6:00 PM & 6:59 PM.Weekly –The report for the current week will be sent at the same time and day the following week.
Monthly – A monthly summary will be sent on the same day and time next month.
Set the Start Date and Time
Select the Start Date and Start Time for the report automation.
Note-Don’t forget to set a Start Time — this is required for reports to be generated.
Save or Cancel
Click Save to apply your automation settings, or Cancel to exit without saving.
The Estimate Report helps users track project costs, monitor client responses, and analyze financial performance. With filtering options, bulk actions, and export capabilities, managing estimates in IntoAEC is efficient and straightforward.
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