Sales Register [Quotes] report
This report displays a listing of all saved quotes within a specified period range.
Report details
Filters
General:
Customers: 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
Memo
Lead Since:/To
Customer Since:/To
Currencies
Sorted by
Invoice #, Date, Customer Name based on filter selection
Subtotals / Totals
Subtotal
:
Amount
More Report Fields (not preselected)
Layout
Comment
Ship Via
Original Amount
Freight Amt
Tax Amt
Journal Memo
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Tax ID
Category
Exchange Rate
Salesperson
Referral
Shipping Service
Tracking Number
Date
Shipped
Shipping Notes
Finishing Choices
Add to Reports Menu
Prevent Data Changes During Report Generation
Sort by: Invoice #/Date/Customer Name
Display in: Originating Currency/Local Currency
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Date
,
Invoice
#
,
Amount
or
Promised Date
to open the
Sales
window.
Click a
Customer
Name
to open the
Card Information
window.
View sample
Reports List
Top of page