Quotes List Report

Quickly create a report on all your Quotes to save, print or send as required.  You can narrow your report down by turning on Filters.  In the below example we will create a Quote List Report using the Customer filter.

Step 1: Navigate to Accounts > Quotes and select Filters


The Quote list report is found via the More drop down as shown below.


Step 2: Turn on the Filters needed for your Quote list Report.  We will turn on the Customer Filter and select Add to search for the Customer.



Step 3: Search for the Customer by typing their name into the search bar and hitting enter.  Select the customers name.



Step 4: Go to More and select Quotes List Report.  Below we can see all the Quotes for Happy Customer, the total, what's been billed and what's due.





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