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Last modified on 4/27/2017 10:05 AM by User.

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Old > Customizable Quote Reports

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.

Overview

 

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!

 

Here’s how:

  • 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

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.

Criteria Tab

Basic tab

  • Any other filters can be selected including Quote Status – New, Quoted, Submitted, etc.

 

Project

Project / Job Name – wild card (*) may be used

Location

Location on the General tab of the project

LocationState

Location State on the General tab of the project

Quote

Quote number

PartNumber

Part Number – wild card (*) may be used

File Code

File Code on the General tab of the Project

Create Date

Internal Date the project was created

Update Date

Last date any user made a change in the Project

Original Bid Date

Original Bid Date of the Quote

Active

Active projects

Specified

Specified or Non-specified jobs

Spec Registration

Jobs that have submitted a Specification Registration to a Manufacturer.

Bid Board

Quotes that are currently on the Bid Board

Rank

Rank of the customer – A, B, C, D

Quote Status

Report by one or multiple Status – (new), Quoted, Submitted, etc.

HasSubmittal

 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.

Filter Tab

  • This tab allows you to report by sales account, manufacturer, or customer
  • Click "Add" to add a selection, "Remove" to remove selections.

Layout tab

  • 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.

    Columns:

Column Name Definition
% 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 ID  
Customer List Prints the customer(s) on the project (may have to expand column if you want multiple customers to appear)
Customer Price  
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
Level 1  
Level 2  
Level 3  
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 Tax  
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