Quotes Report

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  1. Click REPORTS, located on the sidebar menu (left-hand side of the screen).
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  2. Click Sales report option.
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  3. Select Quotes Report option.
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  4. From the Period drop-down select desired time period (all time, this month, last month, this year, last year, last 3, 6 or 12 months) or select Period option to set custom from and to dates.
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  5. Adjust the report further by selecting Quotes Status (e.g. run report only for accepted quotes).
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  6. Ensure that All quotes are displayed – set view dropdown to All.
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  7. Click Export button, to export your report to Excel, CSV/PDF file or print it out.
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