Example Report - Total Quote dollars by install date

To create a report showing the dollar amount of quotes associated with jobs installed this month, follow the example below.

Example: Total Quote dollars by install date

  1. Go to Report > New
  2. For Report Type select "Quote" and then click OK
  3. Click on Options... button near the upper left hand corner
  4. For Time Selection select "Month"
  5. Click on the Select... button to the right of Measure and select Total Quote Line Amount
  6. For by Time Field select "Install Date" and click OK
  7. For Display type select "Table" or "Bar Chart"

  8. Click OK on the Report-Options dialog box to display the results

  9. To save the report, click on the Save Report.. button and type in a name

If you want to see the total quote amount broken out by job, add the job name as a display field. Here's how:

  1. Click on the Options... button near the upper left hand corner
  2. Click on the Select Fields... button to the right of Display Fields
  3. In the Job section click on Job Name and then click OK
  4. Click OK again to view the results

  5. To save the report, click on the Save Report.. button and type in a name
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us