Run a quote report

ReportsUpdated 23 Sep 20262 min read

The Quote Report lists the quotes active in Workshop Software for a date range, with the date, customer, description, total, cost and profit. This article shows you how to run it.

The Quote Report will give you a list of any quotes you currently have active in Workshop Software.  The report is run for a specific date range and will show the date, customer, description, total of the quote. The report shows the;  
    • Date
    • Customer
    • Description
    • Total of quote
    • Cost of quote
    • Profit
1. To run the report, click on Reports from the menu options on the left hand side and then click on Business Reports; Workshop Software screen showing to run the report, click on reports from the menu options on the left hand si... 2. Click on the down arrow icon to the far right of the blue Workshop Reports menu to expand the menu; Workshop Software run a quote report showing down arrow icon to the far right of the blue workshop reports menu to expand ... 3. Enter the date range you want the report to cover and then click on the 'green printer' icon at the far right to generate the report, the report will open in a new tab and can then be printed; Workshop Software run a quote report showing date range you want the report to cover and then click on the 'green printer'...

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