Open Quote Report

This report lists quotes written during a selected date range. You can generate the report for all quotes, only those that have expired, only those still in effect, or only those that have been turned into work orders. You can also limit information retrieved by the report to a particular customer, salesperson, or quotes whose total margin was negative.

To generate an Open Quote Report

1. Select Reports from the Closing menu. The Report List appears with the Close tab selected.

2. Select Open Quote Report, and click Launch. The Open Quote Report screen appears.

3. Depending on which quotes you want to include, select All Quotes, Expired, Not Expired, or Work Order.

4. Select the starting and ending dates for the date range in which the quotes were written.

5. Do one of the following:

For all quotes, leave the Customer and Salesperson fields blank.
For quotes for a single customer, click Customer and look up the customer. For more information, see Looking Up a Customer.
For quotes assigned to a single salesperson, click Salesperson and select the employee’s name from the list that appears.

6. To display only those quotes whose total margin is negative, select the Quotes with negative total margin only check box.

7. To print the report, click Print. Then click Close.