Generating a report

  1. In CPQ Enterprise Quoting, select Reports in the menu.
  2. In the Choose Report section, specify the report type. For the All Quotes Summary report, also specify the report subtype.

    The All Quotes Summary at the bottom of the form automatically shows all available records.

  3. Optionally, you can filter the data using criteria in the Filters section.
  4. To see your results, click Apply. To clear the filter fields and start again, click Reset.
  5. You can preview, download, and/or export the All Quotes Summary.