Run a quote report

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;

2. Click on the down arrow icon to the far right of the blue Workshop Reports menu to expand the menu;

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;