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Quote Reports

Is it possible to output a report of all the quotes that have been raised please? I could do with a CSV file where I can scan through quickly to see the types of quotes issued across all clients.

Perhaps it's as simple as adding an option for Quotes on the 'Audit Trail' report, although I suspect there will be some behind-the-scenes complications!
  • Colin Hammond
  • Jan 10 2017
  • Complete
  • Jan 10, 2017

    Admin Response

    Hi Colin, This is a good idea, you are quite right that there is no current option to see this information aside from a widget on the dashboard. We will take a look at this in our next development run and see if implementation is feasible. In the meantime, lets see if we can get plenty of votes for the feature to move it up the list. KashFlow Product Team
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  • Annie Thresher commented
    January 10, 2017 09:14

    Agree with Colin, it seems strange that you cannot report on such a significant area of your Kashflow functionality. Being able to manage your quoting pipeline is absolutely fundamental to any business and unfortunately your software doesn't deliver in this regard. Would appreciate any help you can give as currently having to create manual reports, very time consuming and costly. Thanks,

  • Ben B commented
    September 12, 2017 09:25

    I don't know why you think this is complete when you can't 

     

    - Export to Excel

    - Filter by Client

     

    What you have produced is the ability to produce a list.  There is already a list in the Quote section.  What benefit do you think you have added?

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