Quotes raised report
With Okappy, you can raise quotes for your customers. All your quotes 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.
To generate a report of all quotes raised over a period, follow the steps below.
Generate your quotes report
To generate a report of all your quotes raised over a period
- Click Reports in the menu bar
- Click Invoices and then Quotes
- Select the date range
- Select the customer from the drop down or choose All customers
- Click Generate report
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.
web report quotes
Export your quotes raised report
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 beautiful dashboards which show your key metrics as they change over time.
Share your report
You can share your report by email to colleagues or your customer by clicking the email icon ( 
) at the top of the report.
Further information
For further information about the reports you can generate from within Okappy, check the reports section of our support site. Alternatively, check out the questions and answers in our forum.