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Options Accepted Report
Staci Mitchell avatar
Written by Staci Mitchell
Updated this week

The Options Accepted Report gives you a clear snapshot of all the options your customers have self-accepted.


Overview

In the main table, you'll find details like the acceptance date, estimate number, contact, estimate type, user, and the total for each accepted option.


Filtering

Create more detailed reporting by setting your parameters in the Filters section to the right.


Exporting

Export your report by selecting the Export button in the Summary header. This will initiate a download of a .CSV file to your device.

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