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New Feature: iQuote Activity Report

May 31, 2011

Improved reporting from the iQuote Management Page live now. Download a report on demand that provide a Monthly view (current and historic). See graphic below.

Quote Activity Report

The report includes unique Quote ID, Quote Name, Creator, Dates (started and edited), Status, Family Name (e.g. DL380 G7), Systems v Options (Pitch Rate) and Value. So it can be used for a variety of report requirements. Specific reports on certain option types (for example) are available on request.

If you run current month you get Month to Date. We’ll add a CSV export shortly although you can copy and paste it. Note: if you have iQuote integrated into your Web Store the report INCLUDES that activity. Distributors cannot view data from their Clones but Clones can view their own data.

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