⚠️ This report is currently in beta. Please reach out to support@paintscout.com to have it enabled.
📝 Please note this report is only applicable to accounts with the Estimate Tags feature enabled. If you would like this feature enabled, please reach out to support@paintscout.com
The Tagged Estimates report helps you stay organized by providing a list of all tags added to your estimates. With filters, you can generate custom reports based on estimate date, type, status, contact, total, user, or specific tags. This makes it easier to track tags across different projects and quickly find the information you need.
To download your report, just click the Export button to save it as a .CSV file.
Why use this report?
Since tags are completely customizable, how you use this report will depend on the system of estimate tags you’ve set up for your company. It might help you spot trends, like which tags are more common or linked to successful outcomes. You can also easily find projects that still need to move through your pipeline. Overall, it gives you a deeper look into your estimates, helping you fine-tune strategies, improve proposals, and better manage your workload.
Click the Send Feedback button below the filters to share your feedback.