RE: Estimate by county report

I’d like to create a report that shows total estimates per county for a given time period. I can do a report that shows each individual estimate and lists the zip code, but I’d like to total per county. Is this feasible? Thanks.

bowens Rookie Asked on February 13, 2020 in Reports.
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1 Answers

You would have to add custom counties to your environment.  Once you have a county field on your customer record, you would need to map what county each customer is in using the state and zip.  Once this is done, you can create a report for each total.

Intermediate Answered on February 19, 2020.
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