Generate quote summary report

Use the Quote Summaries report to generate detailed information about quotes, including salesperson, customer, part, status, quantity, and amounts.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate quote summaries report

1. Open the Quote Summaries (RPQSUM) page.
2. In the Selection box, select the information you want to view.
3. In the Sort Order dropdown, select how to sort the report.
   The Sort On field is populated based on the order selected in the Sort Order field.
4. In the Layout dropdown, select the layout in which you want to view the report.
   The Layout field is populated based on the type of report selected in the Selection field.
5. Select the Summary checkbox to obtain a high-level data report.
6. In the Sort Range section, specify how to 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:
     • Type the item reference in the From field.
     • Click the lookup reference and select the sort item from the Lookup for From 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:
     • Type the first and last values of the range in the From and To fields.
     • Click the lookup reference, if available, and select the sort item from the Lookup window. Select the required sort item and click Select.
   • All: Select this to include all available items.
7. Specify the Other Variables value to filter the report generation based on Standard Revision, Facility, or other variables.