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How to create a report of your most quoted items

Use this guide to learn how to create a report of your most quoted items

Open Report Studio

1. Click "Report Center"

Zigaflow Dashboard with the Report Center menu highlighted in the top navigation bar, above Recently Created Quotations

2. Click "Report Studio"

Report Center menu open on the Dashboard with the Report Studio option highlighted at the top of the dropdown

Set up the item analysis

3. Click "Quotations" or choose another module

Report Center Module dropdown open with a search box and module list, Quotations highlighted as the selected option

4. Choose "Item Analysis" as report type

Quotations report settings with the Type dropdown open and the Item Analysis option highlighted below Historical Overview

5. Group by "Item Code"

Report settings with the Group By dropdown open and Item Code highlighted among Category, Main Supplier, Clients, Sales A/C

6. Report on "Quantity"

Report On dropdown open in the report settings, with Quantity highlighted below Net, Weighted Net, Tax, Total Price and Profit

7. Set your max results

Max Results dropdown open on the report settings, with the 20 Max option highlighted and being selected

8. Choose your "date range"

Report Date Range dropdown opened from Current Month, showing a Search Filter box and options like Today and Current Week

Export the report

9. OPTIONAL: Click "Export"

Report page with Export button highlighted at top right, beside Save Report and the Choose Saved Report dropdown

10. Click "Download"

Download Ready dialog with a green checkmark, with the green Download button highlighted to manually start the export

11. Click "X" to close this panel

Download Ready panel over the report screen, with the purple X close button highlighted in the top-right corner

Learn more: reports in Zigaflow

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