Quote Information Report

Full Order Entry Reports User Guide

Order Entry>Reports>Quote Information Report

This report allows printing a listing of Quotes within a specified time frame. This report will not display a related quote if its primary quote doesn't match the filter.
   

Report On

Select whether to run a report on Quotes not Exported, Exported ONLY or Both Reports at once. If both is chosen, a quote could appear in both sections. For quoted, related quotes are not included in report totals. For exported only the quote actually exported whether it was an original, primary or related quote will be included.

Date Range

Enter the Start Date and End Date.

Sort Order

Select from the provided list for a way to sort the report.

Stores

Choose one or more store or all stores by tagging.  Selecting combined will total all chosen stores together.

Customer Types

The report can be printed for a single Customer Type, all Customer Types or a combination.  Select by tagging the appropriate Customer Type(s).

Sales People

The report can be printed for a single Salesperson, all Salespeople or a combination.  Select by tagging the appropriate Salesperson(s).

Filter by Converted/Not Converted Days 

Select to filter by Converted and Non-converted Days.

Converted Days

There are two options.

• Select the numerical field that correctly corresponds with the amount of time since a quotes conversion to a Customer Order. For instance, if you select the field labeled 0-7 days, only quotes that have been converted in the last 0-7 days will display on this report (these quotes will be sorted as described under the Sort Order option).
• Leave unselected. If a time frame is not selected, all Quotes that have been converted will print and be sorted according to what has been selected under the Sort Options.

Non-Converted Days

All Quotes that have not been converted (exported) to a Customer Order will display and be sorted as indicated in the Sort Order section.

Page Break on sort changes

This option will cause a separate page to be printed each time a new value for the sort option occurs. For example, if sorting by Salesperson/Job type, a page break will be inserted after each Salesperson.

Print Summary Only

This option will only highlight information based on the Sort Order option. Leaving this unselected prints a detailed report.

Print Preview

Select this option to review this order before printing.

Print Greenbar

Check this box to see colored highlighting on every other line for easier reading.

Output to CSV

By selecting the Output to CSV file option, the report can be exported to a file external to RFMS which can be used by other programs such as MS Excel.  Enter the location to save the file.  

Include Marketing Information

Marketing information is Ad source, contract type, order type, service type and email that are entered on the additional information tab of the quote. The information is also exported to the .csv file.

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