EE: Example Report: Total Quote Dollars By Install Date

Create a Report showing Total Quote Dollars by Install Date in just a few clicks.

Verify the results of a Report after you run it by going back to Options and adding Job Name to check that all the Jobs expected to be included are included.

  1. Go to Report > Click the Create button from the top menu.
  2. Choose a Time Selection, Reporting Date, and click the More icon to the right of Measure and select Total Quote Line Amount.create a report for total quote dollars by install date