Quotes List Report

Step 1: Navigate to the Quotes list

1. Go to Accounts.

2. Select Quotes.

3. Click Filters.

Step 2: Turn on the filters required for your report

1. Enable the Customer filter.

2. Select Add to search for the customer you want to report on.

Step 3: Search for the Customer

1. Type the Customer name into the search bar.

2. Press Enter.

3. Select the Customer from the results list.

Step 4: Generate the Quotes List Report

1. Select More in the Quotes list view.

2. Select Quotes List Report.