Quotes Outstanding Reporting

Quotes Outstanding Reports allow you to see a summary of all jobs which have outstanding quotes associated with them.

 

Tip: This article will cover details specific to generating Quotes Outstanding Reports, for an overview of how reporting works in general click here

 

Generating a Quotes Outstanding Report

  1. Click  from the Side Menu
  2. Click Quotes Outstanding

  1. Select the date range you wish the report to cover
  2. Select the output format (either PDF or CSV)

 

Unique search criteria for Quotes Outstanding Reports

Job Number

  1. Click the field next to Job Number  to run a report for a specific Job
  2. Enter the Job Number
  3. Click 

Customer Name

  1. Click the field next to Customer Name  to run a report for a specific Customer
  2. Enter the relevant Customer Name
  3. Click 

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