Settings, Technical & Reports
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      2. Enterprise Edition Help
      3. Settings, Technical & Reports

      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.