All quotes

Use the All quotes report to review quotes and their values for a selected period. The report defaults to the current calendar year and totals quote amounts.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select All quotes.
3. To use a different period, select Change date range, enter the dates, and apply the change.
4. Filter the results by Quote ID, Customer, Status, Transaction amount, Amount, or Sales rep, as applicable.
5. Review the quote details and total amount. Use Collapse one level or Expand one level to change the detail shown.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.