{"id":30883,"date":"2020-10-16T06:54:12","date_gmt":"2020-10-16T05:54:12","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=30883"},"modified":"2020-10-16T07:06:19","modified_gmt":"2020-10-16T06:06:19","slug":"quotes-raised-report","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/quotes-raised-report\/","title":{"rendered":"Quotes raised report"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Quotes raised report<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can <a href=\"https:\/\/www.okappy.com\/support-article\/raising-quotes\/\" target=\"_blank\" rel=\"noopener noreferrer\">raise quotes<\/a> for your customers. \u00a0All your quotes are available in the invoices dashboard. \u00a0You can also generate a report for all the quotes raised for a particular customer, or for all customers, over a period of time using the Quotes report.<\/p>\n<p>To generate a report of all quotes raised over a period, follow the steps below.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Generate your quotes report<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To generate a report of all your quotes raised over a period<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong> in the menu bar<\/li>\n<li>Click <strong>Invoices<\/strong> and then\u00a0<strong>Quotes<\/strong><\/li>\n<li>Select the date range<\/li>\n<li>Select the customer from the drop down or choose <strong>All customers<\/strong><\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<p>This will generate a report based on the tax date. It will show the tax date of the quote, quote number, reference, status, customer, net amount and the VAT amount. You can also view the details of the quote or preview the finished quote.<\/p>\n<div id=\"attachment_30885\" style=\"width: 1034px\" class=\"wp-caption alignnone\"><img aria-describedby=\"caption-attachment-30885\" class=\"lazyload wp-image-30885 size-full\" title=\"Reports generate invoices raised customer\" src=\"https:\/\/okappyimages.okappy.com\/web-report-quotes.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-report-quotes.png\" alt=\"web report quotes\" width=\"1024\" height=\"744\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27744%27%20viewBox%3D%270%200%201024%20744%27%3E%3Crect%20width%3D%271024%27%20height%3D%27744%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-report-quotes-200x145.png 200w, https:\/\/okappyimages.okappy.com\/web-report-quotes-300x218.png 300w, https:\/\/okappyimages.okappy.com\/web-report-quotes-400x291.png 400w, https:\/\/okappyimages.okappy.com\/web-report-quotes-600x436.png 600w, https:\/\/okappyimages.okappy.com\/web-report-quotes-768x558.png 768w, https:\/\/okappyimages.okappy.com\/web-report-quotes-800x581.png 800w, https:\/\/okappyimages.okappy.com\/web-report-quotes.png 1024w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-30885\" class=\"wp-caption-text\">web report quotes<\/p><\/div>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Export your quotes raised report<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate <a href=\"https:\/\/www.okappy.com\/creating-dashboards-with-okappy-and-google-sheets\/\" target=\"_blank\" rel=\"noopener noreferrer\">beautiful dashboards<\/a> which show your key metrics as they change over time.<\/p>\n<p><img class=\"lazyload wp-image-27233 size-large\" title=\"Export invoices raised to Google Sheets\" src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1024x648.png\" alt=\"Export invoices raised to Google Sheets\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-invoices-raised.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><img class=\"lazyload wp-image-30895 size-large\" title=\"Export invoices raised to Excel\" src=\"https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-1024x725.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-1024x725.png\" alt=\"microsoft excel sheets report quotes\" width=\"1024\" height=\"725\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27725%27%20viewBox%3D%270%200%201024%20725%27%3E%3Crect%20width%3D%271024%27%20height%3D%27725%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-200x142.png 200w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-300x213.png 300w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-400x283.png 400w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-600x425.png 600w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-768x544.png 768w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-800x567.png 800w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/microsoft-excel-sheets-report-quotes.png 1344w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Share your report<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>You can share your report by email to colleagues or your customer by clicking the email icon ( <img class=\"lazyload size-full wp-image-27153\" title=\"Email report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2716%27%20height%3D%2713%27%20viewBox%3D%270%200%2016%2013%27%3E%3Crect%20width%3D%2716%27%20height%3D%2713%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailTransparent1.png\" alt=\"Email report\" width=\"16\" height=\"13\" \/> ) at the top of the report.<\/p>\n<p><img class=\"lazyload size-large wp-image-27152\" title=\"Email Report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Email-Report-1024x648.png\" alt=\"Email Report\" width=\"1024\" height=\"648\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-4 { overflow:visible; }<\/style><\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>For further information about the reports you can generate from within Okappy, check the <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports section<\/a> of our support site. \u00a0Alternatively, check out the questions and answers in our <a href=\"https:\/\/www.okappy.com\/forum\/\">forum<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-5 { overflow:visible; }<\/style><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With Okappy, you can raise quotes for your customers which are available in the invoices dashboard. You can also generate a report for all the quotes raised for a particular customer, or for all customers over a period of time using the Quotes report.<\/p>\n<p>To generate a report of all quotes raised over a period, follow the steps below.<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[550,595,596],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Quotes raised report - Okappy<\/title>\n<meta name=\"description\" content=\"Find out how to generate a report of quotes raised for a particular customer, or for all customers over a period of time\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/quotes-raised-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quotes raised report - 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