Example Report: Total Quote Dollars By Install Date
Create a Report showing Total Quote Dollars by Install Date in just a few clicks.
Verify the results of a Report after you run it by going back to Options and adding Job Name to check that all the Jobs expected to be included are included.
- Go to Report > Click the Create button from the top menu.
- Choose a Time Selection, Reporting Date, and click the More icon to the right of Measure and select Total Quote Line Amount.