Advanced Reports
Using the Advanced Reports
Creation Date: Nov 04, 2025
Created By: Aidan Quin
1. Click on Advanced Dashboard…
2. Select an Option
3. Click on Columns
4. View all the Available fields
You can select the desired fields for your custom Report.
5. Select a Quote Status
6. Click on Manage
7. Click on Add Preset
Presets allow you to save your customized reports
8. Add a Preset Name followed by Saving it
9. Click on Download Excel
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