Reports

The Reports window offers a convenient way to access a variety of Quotation-specific reports. Whether you need insights on spend with Quotations, delivery issues, pricing, or other metrics, this information is easily accessible from the Quotation Reports window.

To view or print your Quotation reports, follow these steps:

  1. Accessing Reports:
    • Click on the Reports window to open the reports window.
    • From here, a dropdown menu will provide you with a selection of available Quotation-related reports.
  1. Available Reports:
    The dropdown menu allows you to select from the following key Quotation reports:
    • Quotation Activity: Displays a detailed history of Quotation interactions, including transactions, communications, and other related activities.
    • Current Spend: Provides insights into the Quotation’s spending over a specified period, helping you track profitability and spending trends.
    • Issue Resolution Rate: Displays the rate at which Quotation issues have been resolved, offering a performance overview of Quotation service.
  1. Viewing or Printing Reports:
    To print a report from the Quotation Reports window:
    • Click on the Reports
    • Select the report you wish to view or print from the dropdown menu.
    • Highlight the report, then click View to display the report on-screen, or Print to print it directly.
    • If necessary, enter criteria such as date range or Quotation category to refine the report.
    • Click OKto generate or print the report.
  1. Repeat for Additional Reports:
    If you need to view or print multiple reports, simply repeat the process for each report you require.

 

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