The Estimate Report returns a list of estimates based on the configured filter criteria.
- Go to Menu > Reports.
- Click on the Edit pencil in front of the Estimate Report.
- Click on New Run.
- Filter criteria includes:
- The date range the estimate was created.
- The status of the estimate.
- Including or excluding expired estimates.
- Patient species.
- Select the appropriate filters, name the report run.
- Click the Generate button to generate a list of estimates.
