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 preview.
Run the report by completing the following steps:
- Click Reports.
- Click Quotes Reports.
- Click Open Quotes under the Quotes Reports section.
Filter the report further by completing the following steps:
- Click Advanced Filters to reveal the filters.
- Set your date and the selected status you would like displayed.
- Click Filter.
Note: This report can be exported by clicking the Download button to the right of the graphs.
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