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Quote Reports

Quote Reports

Owned by Matthew Garrett
Last updated: Mar 23, 2017


     

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TFS User Guide - Table of Contents

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There are several quote reports available within The Finance Shop.

The available reports include:

  1. Quote for Finance
  2. Quote for Finance (Broker)


 Opening Quote Reports (Quotes Screen) - Click here to expand...
  1. From the Clients menu, select Quotes.
  2. Click the Print Preview icon (). The Reports - Quotes dialog will be displayed.
  3. Select a report from the Reports, Templates or Mail Merge tab.
  1. Press the Preview or Print button. The Select Quote Criteria tab will be displayed.
  2. Tick the checkboxes to add or remove content from the report.
  3. Click the OK button. The report will be either previewed or printed.




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