Purpose
The Estimate Report allows you to generate, filter, and export estimates created for patients within a specific timeframe. Use it to track estimate creation, expiration, status, and declined items for better follow-up and conversion tracking.
Filters
Filter | Description |
Time Period (Required) | Choose from predefined ranges (e.g., This Month, Last Month) to limit report data to estimates created or expiring within the selected timeframe. |
Run Report By (Required) | Select Creation Date to filter by when estimates were made, or Expiration Date to filter by their expiry date. |
Estimate Status (Optional) | Narrow results by status, such as Pending, Declined, Approved, In Plan/Rx, or Imported. |
After selecting filters, click View Report. Use Clear to reset all selections.
Report Tabs and Columns
Estimates Tab
Column | Description |
Client Name | Owner of the patient. |
Patient Name | Name of the patient. |
Estimate Title | Custom title of the estimate. |
Estimate Total Price Range | Price range of the estimate. |
Estimate Creation Date | Date and time the estimate was generated. |
Estimate Status | Current state of the estimate. |
Estimate Exp. Date | When the estimate is set to expire. |
Declined Items Tab
Column | Description |
Client Name | Owner of the patient. |
Patient Name | Name of the patient. |
Estimate Title | Custom title of the estimate. |
Declined Item | Name of the declined item. |
Declined Price Range | Price range of the declined item. |
Estimate Creation Date | Date and time the estimate was generated. |
Estimate Status | Current state of the estimate. |
Estimate Exp. Date | When the estimate is set to expire. |
Column Features
Filter icon (🔽) – Narrow results within that column.
Pin icon (📌) – Freeze a column during horizontal scrolling.
Export Options
View Report – Generate an interactive view within Shepherd.
Download (PDF/CSV) – Export the full current report.
Table Specific CSV Download – Export only the currently displayed table.
Tips for Use
Check date & filters – If no results appear, ensure the date range and filters are correct.
Use specific statuses – Track follow-ups, conversions, or pending approvals.
Save & compare – Export CSVs regularly to compare performance or import into analytics tools.