Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Filter & Export Estimates

Use advanced search criteria to filter estimates and export results to CSV files for external analysis and record keeping.

PaintScout's Advanced Search lets you filter estimates by multiple criteria and export the results as a .CSV file.

  1. Click the Estimates tab and select the Filter button.

    Screenshot showing the Estimates tab with the Advanced Search and Export button highlighted

  2. Enter your search criteria.

    Animated screenshot showing how to input specific search criteria in the advanced search fields

  3. Click Search to display matching estimates, or click Export to download a .CSV file of the results.

What is a CSV file?

A CSV (comma-separated values) file is a plain text file where data fields are separated by commas.

For example:

Mary Smith, mary@example.com, 123-456-7890, 123 Somewhere Street NW.

CSV files are useful because they transfer data between programs easily. You can open them with Microsoft Excel, Apple Numbers, Google Sheets, or any text editor.

Related articles

Filtering the Dashboard

Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance.

Search for an Estimate

Find estimates quickly using search by contact name, estimate ID, job address, value, or advanced filtering with export options.

Last updated

Was this helpful?