Generate field service quote/estimate report

Article • 4/27/2026 • 3 min read

Use the Field Service Quote/Estimate page to generate Field Service Order Quotation/Estimate Document.

To generate field service quote/estimate report

  1. Open the Field Service Quote/Estimate (FSQTE) page.

    1. Select Customer Relationship Management > CRM Reports > Field Service Quote/Estimate.

    Or

    1. Search for FSQTE in the Navigation box and then select Field Service Quote/Estimate.

    Field Service Quote/Estimate (FSQTE) page appears.

  2. In the Selection dropdown, select the information you want to view.

  3. In the Sort Order dropdown, select how to sort the report.

    The Sort Order field is populated based on the type of report selected in the Selection field.

  4. In the Copy dropdown, select the report copy you want to print.

  5. Select the Trial Print check box to print All Trial Copies or Standard Copy.

  6. In the Date Range area, enter the date range for the report to be generated. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates area.

    The Date On field is populated based on the type of report selected in the Selection field.

    To include the entire time frame, leave the date fields blank.

    In the Fill Dates area, you can select from the predefined date ranges. They are:

    • Custom:
      Selecting this option enables the From and To fields in the Date Range area.

    • Calendar Year:
      Selecting this option displays the Calendar Year field. You can select any of the predefined calendar year formats from the drop-down list.

    • GL Periods:
      Selecting this option displays the GL Periods field. You can select any of the predefined GL period formats from the drop-down list.

  7. In the Sort Range dropdown, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selection field.

    The available sort ranges are:

    • Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

      1. Type the item reference in the From field.

      2. Click the lookup reference and select the sort item from the Lookup For window. Select the required sort item and click Select.

    • Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

      1. Type the first and last values of the range in the From and To fields.

      2. Click the lookup reference (if available) and select the sort item from the Lookup For window. Select the required sort item and click Select.

    • All: Select this to include all available items.

  8. Specify the Other Variables value to filter the report generation based on Standard Revision, Facility or other variables.

    If you have enabled multi-currency for your company, in the Other Variables area, type:

    • F: To generate the report in the functional currency.

    • T: To generate the report in the transactional currency.

    By default, the Standard Copy displays the amounts in the functional currency while the Customer Copy displays the amounts in the transactional currency.

  9. Click Run Report on the Toolbar to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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