Reporting4Act! comes with over 15 pre-defined sample reports for use with QuoteWerks data. To add any of these to your list of reports, choose the Import Reports function, move into the Sample Reports\QuoteWerks subdirectory of your Reporting4Act! program directory, and select the desired report.

  • Closed Invoices: This report displays all closed invoices.

    Conditions: Select Document Date Range.

    Does not include revisions.

  • Closed Orders: This report displays all closed orders.

    Conditions: Select Document Date Range.

    Does not include revisions.

  • Grand Totals By Month (Sales Rep vs Date): This report provides information on the Quote Grand Total for each Sales Representative by Month.

  • Grand Totals By Quarter (Sales Rep vs Date): This report provides information on the Grand Total for each Sales Representative by Quarter.

  • Grand Totals by Year (Sales Rep vs Date): This report provides information on the Grand Total for each Sales Representative by Year.

  • Lost Quotes: This report displays all lost quotes.

    Conditions: Select Document Date range.

    Does not include revisions.

  • Monthly Sales Commission: This report totals monthly sales commissions per sales rep based on Quotes closed or won.

    Conditions: Select Document Date range.

    Does not include revisions.

  • Most Ordered Items: This report shows the most ordered items.

    Conditions: Document = Order
    Status = Closed or Won Sale
    Select Document Date range

    Does not include revisions.

  • Most Quoted Items: This report shows the top quoted items.

    Conditions: Document = Quote
    Select Document Date range

    Does not include revisions.

  • Numbers of Quotes per Sales Rep: This counts the number of quotes created by a sales rep during a month

    Conditions: Select Document Date range.

    Includes revisions.

  • Open Invoices: This report displays all open invoices.

    Conditions: Select Document Date range.

    Does not include revisions.

  • Open Orders: This report displays all open orders.

    Conditions: Select Document Date range.

    Does not include revisions.

  • Open Quotes: This report displays all open quotes.

    Conditions: Select Document Date range.

    Does not include revisions.

  • Quotes by Sales Representative: Full description of Quotes grouped by Sales Representative, then by Company and then by Document Number.

  • Quotes with Revisions: Shows all quotes including revisions

  • Total Quotes for Sales Representative: Provides information on the grand total for Quotes distributed by a specific sales representative for a specified date range.

  • Vendors List: This report displays a list of all vendors.


© Keystroke.ca, 2023 • Updated: 01/18/22
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