This report has been moved to the Old submenu and will be phased out. It is not recommended to continue using this report. Please click here to use the latest version of this report.
With the release of Version 2.7, we had gathered feedback from users for the past few years regarding reports. One thing we found is that no two agents run the same set of reports. There are some common reports that everyone runs so we created “canned” reports that are easy to run and can be filtered many different ways. Those reports are still available; however, users can also generate their own custom report, pick and choose the columns, adjust the column order and widths. Create your own report!
- In Projects, go to Reports and select Customizable Quote Listing
The Report Library window will appear
- User can select a library of “canned” reports available from the OASIS Library, other users, and more!
- Customer – click here to select a template to create a report focused on one or more customers.
- Manufacturer – Click here to select a template to create a report focused on or more manufacturers.
- Internal – click here to run reports based on entities in your company, such as quoters.
NOTE – any report selected can be modified to suit the user’s needs.
- Click on the report button (Example: Customer)
- This window allows you to load different styles of quote report. In this example, select “Quote Follow-up”.
- OASIS will load the report, pop up the window below, and give a brief description as well as an example of what to expect the report to look like.
Click “Load Report”
- The Report Quote Listing window will appear, in the Criteria tab / Basic tab
- In the example below, we are looking for quotes with a Bid Date from 1/16 / 2009 to 6/30/2009.
- Any other filters can be selected including Quote Status – New, Quoted, Submitted, etc.
Project / Job Name – wild card (*) may be used
Location on the General tab of the project
Location State on the General tab of the project
Part Number – wild card (*) may be used
File Code on the General tab of the Project
Internal Date the project was created
Last date any user made a change in the Project
Original Bid Date
Original Bid Date of the Quote
Specified or Non-specified jobs
Jobs that have submitted a Specification Registration to a Manufacturer.
Quotes that are currently on the Bid Board
Rank of the customer – A, B, C, D
Report by one or multiple Status – (new), Quoted, Submitted, etc.
Whether the selections must have a submittal associated with it
Money Tab (optional) – select any quote price or earnings column minimums.
Internal tab – filter by any inside personnel or workgroup
Parties tab – filter by any party to the quote including role (Mfg, architect, engineer, etc)
Note tab - filter by any Notes or Internal Notes.
Attachments and Search Keys work as in other parts of the OASIS and maybe be filtered on the report as well.
- This tab allows you to report by sales account, manufacturer, or customer
- Click "Add" to add a selection, "Remove" to remove selections.
- This tab allows you to arrange/add only the columns you want to see on the report and adjust the column widths.
- Using the mouse, you can:
- Widen or shorten the columns or move the columns around, basically arrange the columns as needed.
- Drag & drop any column from the “Available Columns” area (left) to the gray bar area (header) at the top of the report
- NOTE – we recommend print previewing the report to adjust columns as needed before printing/saving the report. It is likely that adjustments will need to be made.
|% Approved||Pulls from the "% Approved" field on the general tab of a project|
|% Specified||Pulls from the "% Specified" field on the general tab of a project|
|Architect||Prints the architect on the project, but only if it's a customer in OASIS|
|Bid Board||"Y/N" column. If "show on bid board" is checked on the general tab|
|Bid Date||The "Current "Bid Date" on the general tab or "Bid Date" on the bid tab (one changes the other, so they won't conflict)|
|CSR||The CSR on the general tab|
|Completion Date||The completion date on the general tab|
|Contact List||Prints all specifiers on a project (even if manually typed in)|
|Contractor||Prints the contractor on the project, but only if it's a customer in OASIS|
|Cost||Prints the total cost on the project|
|Create Date||Date the project was created in OASIS|
|Create Territory ID||Workgroup of the project, not the create user's workgroup|
|Create User||ID of the user who created the project|
|Customer||Prints the Customer Name (only when filtering for customers)|
|Customer Contact||Prints the customer contact(s) for the project|
|Customer Display ID||Prints the Customer's OASIS ID (only when filtering for customers)|
|Customer List||Prints the customer(s) on the project (may have to expand column if you want multiple customers to appear)|
|Customer Role||Prints the customer's role (only when filtering for customers)|
|Do Not Ship Before||Date on the general tab of the order (entered when converting to an order)|
|EC Awarded||Y/N column. On the follow ups tab, prints awarded or not awarded is selected|
|Earnings||Prints the Total Earnings|
|Engineer||Prints the engineers listed on the projects|
|Expiration Date||Prints the expiration date on the general tab|
|External Project Number|
|File Code||Free form text on the general tab. Prints exactly what's typed|
|Filed On||Date the file code was entered. Not changeable. If file code is changed the date changes too the date it was changed|
|Followed By List||Account under "followed by" column and customer being followed. On follow ups tab of project|
|GC Awarded||Y/N column. On the follow ups tab, prints awarded or not awarded is selected.|
|Internal Notes||Notes>Internal tab on project|
|Job Name||Name of the bid|
|Location||On the general tab (the bigger box)|
|Location State||On the general tab (the smaller box)|
|Locked By||User who checked the "Locked" check box|
|Lot Price Order||If checked on general tab of order (checked when converting to an order)|
|Low Distributor||ID of the distributor entered on the follow ups tab under "Low Distributor" (does not matter what the ward status is)|
|Manufacturer||All MFG's on the project|
|Owner||Owner entered on the general tab|
|PO Notes||Note on the order (entered when converting to an order)|
|PO Sell||Total of the sell price from the orders created from the project|
|PO Total Cost||Total cost from the orders created from the project|
|PO Total Earnings||Total of the earnings from the orders created from the project|
|PO Total Sell||Total of the sell price from the orders created from the project|
|Phase Name||Name of the phase|
|Phase ID||For internal OASIS use|
|Project||Name of the project and phase|
|Project Name||Name of the project only|
|Project ID||For internal OASIS use|
|Quote #||The number after the "-" on the bid tab|
|Quote Locked||Y/N column. If "Locked" is checked on the general tab|
|Quote Notes||Prints from the notes tab (external)|
|Quote Type||If it's a Bid or Daily quote|
|Quote Year||Year the project was created in|
|Quoter||Quoter in the drop down on the general tab|
|RA Date||Pulls from the RA date on the bid tab|
|Rank||Drop down on the general tab|
|Remarks||On the notes tab of the project|
|Required On Site||Date on the general tab of the order (entered when converting quote to order)|
|Sales Account||The sales accounts splits|
|Sell||Total of the sell column|
|Ship Call Ahead||On the addresses tab of the order (entered when converting quote to order)|
|Ship City||On the addresses tab of the order (entered when converting quote to order)|
|Ship Country||On the addresses tab of the order (entered when converting quote to order)|
|Ship County||On the addresses tab of the order (entered when converting quote to order)|
|Ship Line 1||On the addresses tab of the order (entered when converting quote to order)|
|Ship Line 2||On the addresses tab of the order (entered when converting quote to order)|
|Ship Mark||On the addresses tab of the order (entered when converting quote to order)|
|Ship Name||On the addresses tab of the order (entered when converting quote to order)|
|Ship Sate||On the addresses tab of the order (entered when converting quote to order)|
|Ship Zip||On the addresses tab of the order (entered when converting quote to order)|
|Spec Registration||Y/N column. If "For Spec Registration" is checked on the general tab|
|Specified Project||Y/N column. If "Specified Project" is checked on the general tab|
|Start Date||Start date on the general tab|
|Status||On the bid tab|
|Tax Exemption Number||Manually typed in on the general tab|
|Update Date||The date the project was last updated|
|Update User||ID of which user last updated the project|
|Valuation||Manually typed in on the general tab|
|Winning Customer||The winning customer (from the customer's tab)|
Save the report (optional)
Group and Sort tab
The Group and Sort tab allows you to:
- Enter “Page Breaks” based on fields you have chosen.
- Group By fields
You can sort on any criteria as well.
We encourage users to test (Print Preview) reports to get an idea of the report, then adjustments can easily be made to get the desired report.
Print Preview the report as shown below to test the column arrangements, widths, etc