There are 3 steps of exporting a quotation report as follows:

Step 1: Go to Revenue > Quotation > See All

Step 2: Click the 'Export' Button

Step 3: Specify the time period that you want to export the report.

If you want the report to show all information in detail, please check the box 'Show all items' and press the 'Export' button.

When pressing 'Export', there will be a popup shown Download or Send report to email.

Download: The information will be loaded to the bell on the upper right corner. Once already downloaded, please click the bell on the upper right corner in order to load the report into your computer.

Send report to email: There will be a pop-up to specify an e-mail address for receiving the report. When specifying the email for receiving the report, click 'Download' button.