Data Views and Standard Log Reports - Estimate Listing (Cross Leads and Projects)

Data Views - Primary

  • vw_LeadInfo
  • vw_LeadInfoSimple
  • vw_LeadClassifications
  • vw_ProjectInfo
  • vw_ProjectInfoSimple
  • vw_ProjectClassifications
  • vw_EstimateInfo

Standard Log Reports - Individual Estimate

Report Name Filter Parameters
Cross Lead and Project - Estimates Grouped by Bid Contact BidContactId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate
Cross Lead and Project - Estimates Grouped by PM Contact PMContactId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate
Cross Lead and Project - Estimates Grouped by Sales Contact SalesContactId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate
Cross Lead and Project - Estimates Grouped by Lead Project Classification Type ClassificationType, ClassificationTypeOptionId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate

Posted November 03, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.