channelcentral Blog

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.

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.