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Estimate Report

Provides an overview of client estimates, including services, products, totals, and statuses.

Updated over a week ago

The Estimate Report allows you to generate, filter, and export estimates created for patients based on customizable timeframes and criteria. This guide will walk you through each step of using this report efficiently.

A new table for declined estimate items will soon be added to the Estimate Report for improved visibility and tracking.

✅ Step-by-Step Instructions

1. Select Time Period

  • Field: Time Period (Required)

  • Action: Choose from predefined ranges (e.g., This Month, Last Month).

  • Purpose: Limits report data to estimates created or expiring within the selected timeframe.

2. Choose Report Type

  • Field: Run Report By (Required)

  • Options:

    • Creation Date: Filters estimates by when they were created.

    • Expiration Date: Filters based on the estimate's expiration.

📌 Make sure this matches the intent of your reporting—for instance, use “Creation Date” to see newly generated estimates.

3. Select Estimate Status (Optional)

  • Field: Estimate Status

  • Options Include:

    • Pending

    • Declined

    • Approved

    • In Plan/Rx

    • Imported

🎯 Use this to narrow down the results to only those estimates in a specific state of progress.

4. Generate Report

  • Action: Click View Report

  • The data table will populate below with relevant records based on your selections.

📊 Report Table Overview

The table contains the following columns:

  • Client Name – Owner of the patient.

  • Patient Name – Name of the patient.

  • Estimate Title – Custom title for 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.

🔽 Column Features:

  • Click the filter icon (🔽) to narrow down by that column.

  • Click the pin icon (📌) to freeze that column during horizontal scroll.

📤 Viewing & Download Options

You can interact with the report in three ways:

  • View Report (button): Generate an interactive visual within Shepherd.

  • Download (button): Get a copy of the full current report as a PDF or CSV.

  • Table Specific CSV Download: A quick download of the current table in CSV format for spreadsheet use.

♻️ Clear

  • Clear Button: Resets all selected filters and report options to default.

💡 Tips

  • No Results? Check that the date range and filters are correctly set.

  • Frequent Reports? Save CSVs for comparison or upload into analytics tools.

  • Use Specific Statuses to track estimate follow-up, conversions, or pending approvals.

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