Daily to Annually - Quotes Reports

Daily to Annually - Quotes Reports


The Quotes reports in Zangerine will provide quote information for a selected date range. Depending on which report you select, either Annual, Monthly, Weekly,

or Daily, the report will auto populate with preset filters for the date range. It will generate a list of all quotes in the set range, including the customer ID,  totals for each quote, tax fees, shipping fees, any discounts applied, and when it was generated.


The report also provides a pie chart for reference of the statuses of listed quotes.


  1. Click Reports. 
  2. Click Quotes Reports.
  3. Select one of the four Gross Sales Reports. (e.g. Daily, Weekly etc.)

Optionally, filter the report further by completing the following steps:
  1. Click Advanced Filters in the upper right to reveal the filters. 
  2. Set your date and the selected status you would like displayed.
  3. Click Filter.
Note: This report can be exported by clicking the Download button to the right of the graphs.

    • Related Articles

    • Daily to Annually - Purchasing Reports

      The Purchasing reports in Zangerine will provide information for a selected date range. Depending on which report you select, either Annual, Monthly, Weekly, or Daily, the report will auto populate with preset filters for the date range. It will ...

    • Gross Sales Reports

      The Gross Sales reports in Zangerine will provide your total sales for a selected date range. Depending on which report you select, either Annual, Monthly, Weekly, or Daily, the report will auto populate with preset filters for the date range. It ...

    • Informational: Configurations- Orders/Quotes

      This article will cover the Orders/Quotes tab under Configurations. Orders: Order Reminder Days: If you have a front-end website, this will remind customers to come back and finish check-out if they’ve left items in their cart. Decimal Points: This ...

    • Quotes By Product Report

      This report will show you Open Quotes based on various search criteria. This can be helpful to find outstanding quotes that need to be followed up on etc. It will display a section to filter your report, graphs of your results as well as a quick ...

    • Open Quotes Report

      This report will show you Open Quotes based on various search criteria. This can be helpful to find outstanding quotes that need to be followed up on etc. It will display a section to filter your report, graphs of your results as well as a quick ...