Lead Quote Detail report
Lead Quote Detail report
This report displays the invoice line items, including quantity sold, for all sales to the selected customers within the period range.
Report details
Filters
General:
Leads: All/Selected
Custom List # 1, # 2, # 3
Card Type: Leads and Customers, Leads, Customers
Lead Source
Lead Status
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Salespeople
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Sale Status: Open, Credit, Closed, All Invoices, Orders, Quotes, All Sales (Default)
Identifiers
Sale Entry: All Sales/Web Sales/Non-Web Sales
Lead Since:/To
Currencies
Sorted by
Customer
Subtotals / Totals
Subtotal for each Lead:
Amount
Grand Total:
Amount
More Report Fields (not preselected)
Location ID
Customer PO #
Billing
Address
Billing
Address Phone #1
Billing
Address Contact
Identifiers
Notes
Terms
Credit Limit
Volume Disc. %
Amount Paid
Current Balance
Tax Amt
Amt + Tax
Ship Via
Memo
Freight
Comments
Job No.
Sub-job Of
Job Name
Job Description
Job Contact
% Complete
Start Date
Finish Date
Job Manager
Linked Customer
Job Status
Reimbursable
Due Date
Promised Date
Item Description
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Discount
Total
Tax ID
Category
Salesperson
Referral Source
Progress Invoice %
Progress Quote Amt
Progress Remaining %
Progress Remaining Amt
Progress Remaining Qty
Progress Total %
Progress Total Amt
Progress Total Qty
Shipping Service
Tracking Number
Date
Shipped
Shipping Notes
Disc %
Ship To Address
Freight Taxable
Freight Tax Amt
Currency Code
Exchange Rate
Card ID
Card Name
Web Order #
Department ID
Department Name
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Display in Origination Currency/Local Currency
Print Item Totals
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Lead Name
or
Card ID
to open the
Card Information
window.
Click
ID
#
,
Date
,
Quantity
,
Item/Acct
,
Description
,
Amount
,
Tax
or
Status
to open the
Sales
window.
View sample
Reports List
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