Using reports

Currently, two types of standard reports can be generated in CPQ Enterprise Quoting, the All Quotes Summary report and the Quotes Close to Expire report.

For manufacturer users, you can choose whether to show dealer or direct quotes in the All Quotes Summary report. The Quotes Close to Expire report shows only direct quotes.

For dealership users, you can choose to show All Quotes or My Quotes in either report.

For both report types, all users can filter on a variety of criteria to get more targeted information. After the results are displayed, you can preview the report, download a PDF, or export the data to a CSV file.