Quotes By Product Report

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 preview. 

Run the report by completing the following steps:
  1. Click Reports.
  2. Click Quotes Reports.
  3. Click Quotes by Product under the Quotes Reports section.

Filter the report further by completing the following steps:
  1. Click Advanced Filters to reveal the filters. 
  2. Set your date range, optionally marking the All Time box.
  3. Select the status you would like displayed. (e.g. Created, Sent, On Hold etc)
  4. You may optionally narrow it by product from the list on the right.
  5. Click Filter.
Note: This report can be exported by clicking the Download button on the right of the page.

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