Specific Tasks on Estimates

LELD
New Contributor

Does anyone know of a way to join two separate reports so that I can determine how many times a certain task has been sold on estimates? Currently I can only see specific tasks when they are on an invoice (installed) and not necessarily when they are sold.

1 REPLY 1

LBabayan
Community Manager
Community Manager

Hi @LELD

Have you checked this custom report? (find a screenshot attached). 

Screen Shot 2023-12-14 at 3.39.54 PM.png