The Reports You Can Create are Virtually Unlimited!

QWIKQUOTE REPORTER allows you to create a wide variety of price list and historical quote or invoice reports, and includes pre-formatted reports in both categories along with extensive user-definable reports.

How to start making reports

This procedure outlines how easily you can create your own reports.

Begin creating customized reports - Click on the "user-defined reports" button, you are asked to open a report file. In a fresh install, the only option is the "Default Price Sheet.qpr" or the "Default Quote Sheet.qqr." These samples get you started, but they are only the beginning! You can also use this screen to create a rich variety of custom reports.

How to customize the columns - When you open or create a new user-defined report, enter the columns tab to define the content of your report. You can create reports with up to seven columns of data. For quote reports, you can pick from 36 different data from each of your quotes. You can also pick "none" to hide that particular column. Each piece of data has a predefined title for the column, but you can change that to be anything you want in a particular report. You can also control the width of a column by changing the number at the right side of each row, which represent inches. Change the spacing between the columns at the bottom of the screen.

How to group the data  - The "Group Data By" check box is a powerful feature. Once selected, you can section your data within 33 different categories of quotation data. For example, if you use QwikQuote to convert quotes to orders, you can group by "Document type" and get a report showing all your quotes in one section, and all your orders in another section. Selecting "Total Numeric Columns" will show the totals for each of these sections.

How to list upcoming sales, by different criterion - QwikQuote Reporter can even generate a list of upcoming sales opportunities. Group your report by expiration date or predict date to get a list of quotes separated by the expected date of closure. Include "probability" to help you decide who to call next. Include the customers' phone number in the report and print out a handy call-back list.

How to set filters in your reports - You can filter all QwikQuote reports in convenient ways. For example, the previous "call-back" report is most useful if you limit the data to quotes sent out during the previous month. Set these filters on the "Search/Sort" tab and save with the report file. You can create custom reports with different time periods associated with them. You can also filter by other data fields, such as customer, company, project and salesperson. A separate report with each filter built in saves a great deal of time: choose the report you want to get the data you need immediately!

How to modify existing reports - After generating a report, you can make changes by clicking the "Modify" button, which returns you to the customization screen with the report open in the background. Change the relative widths of some of the columns, or see the effect of a change in column title.

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