Here are the steps on how to create a Saved Search that shows # of Created, Expired, Open and Converted Estimates per Sales Rep:
1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Enter Search Title
Note: Mark Public checkbox if you want other users to access this search.
4. Under Criteria tab > Standard subtab, add the following Filters:
a. Type = is Estimate
b. Main Line = is True
5. Under Results tab > Columns subtab, add and set the following:
a. Field = Date
b. Field = Sales Rep, Summary Type = Group
c. Field = Number, Summary Type = Count, Summary Label = Created
d. Field = Status
e. Field = Formula (Numeric), Summary Type = Sum, Formula = Case when {status} = 'Open' then 1 else 0 end, Custom Label = Open, Summary Label = Open
f. Field = Formula (Numeric), Summary Type = Sum, Formula = Case when {status} = 'Expired' then 1 else 0 end, Custom Label = Expired, Summary Label = Expired
g. Field = Formula (Numeric), Summary Type = Sum, Formula = Case when {status} = 'Processed' then 1 else 0 end, Custom Label = Processed, Summary Label = Processed
Note: If your Estimate status says Converted instead of Processed then please use Converted in the Formula and Labels instead.
6. Under Available Filters tab, add:
a. Filter: Date, Show in Filter Region = checked
7. Click Save & Run
The results of this search will give you the number of Estimates that has been Created and that has Open, Expired and Processed status per Sales Rep. You may specify the Date range that this report will return by changing the Date fields in the Filter region.