Reports
Quotes Report
Filter quotes by dates, owner, status and other details, then export the matching records.
Last checked 10 November 2026
Use Reports > Quotes to review quotes across clients and projects. You need access to the Reports area.
Set the filters
- Open Reports > Quotes.
- Enter a quote date range in From and To, if needed.
- Use Accepted From and Accepted To when you want to select quotes by their acceptance date.
- Select an owner, project type or local authority to narrow the results. Leave a selector at All to include every value.
- Enter a search term if needed.
- Choose Current, Archived or Both, then choose a status: All, Draft, Issued (not accepted) or Accepted.
- Click Run Report.
Filters work together. For example, an accepted-date range alongside a quote-date range asks for quotes meeting both conditions. If a quote is missing, remove unnecessary filters and run the report again.
Read and export results
The results show the quote number, quote date, accepted date, address, client, owner, type and total. Click a quote number to open it, or a client name to open the client record.
After running the report, use the download control above the table to export CSV, Excel or PDF. The displayed total belongs to the matching quotes; check the current/archived and status selections before using it.
The report does not change a quote's status. Open the quote record to amend, issue or otherwise manage it.