QwikQuote Reporter

A Point-and-Click Report Generator

The QwikQuote Reporter makes it easy to generate reports from QwikQuote's historical quoting database and Price List data. A "point-and-click" report generator, QwikQuote Reporter 2000 allows you to search, sort, and manipulate data on the fly, then display it on your screen -- or print, fax, or email.

Reporter Overview
Two Types of Reports
Naming Conventions
Generating a Report, and Displaying or Printing it
Descriptions
Printing
Exporting

Reporter Overview

QwikQuote Reporter allows you to generate standard reports like these within a few minutes of installation:

• Commission Report by Month, Day, or Year.
• Quotes generated by salesperson.
• Quotes generated for a specific customer .
• All quotes that include a specific item.
• Quote approval sheet with margins.
• Price Sheet.

QwikQuote Reporter 2000 screen showing two reports running at once.

The QwikQuote Reporter is not designed to be a complicated tool with every conceivable reporting option. Excellent tools to create complex reports already exist and are compatible with QwikQuote such as Crystal Reports and Microsoft Access. However, these products are considerably more difficult to use and may consume too much of the time of the average sales professional. See below for more information on running customized Crystal Reports with the QwikQuote Reporter.

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Two Types of QwikQuote Reports

QwikQuote Reporter generates reports about (1) historical quotes and (2) Price List data that pull information from their respective databases. The only exception to this the "Product in Quote" report in the Quote section, which uses descriptions from the price list to find quotes that contain certain products.

Most reports are associated with the kind of data from which they derive. For instance, Commission reports are created from data in the quoting database while Price Sheet and Catalog are found in Price List Reports.
Your first decision is to choose a Quote Report or Price List Report. These options are presented in the Introduction to QwikQuote Reporter window by two buttons marked "Generate Quote Report" and "Generate Price List."

Choosing Quote Reports by clicking on the [Generate Quote Reports] button.

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Names for QwikQuote Quoting History and Price List Databases

The name of the Quote Report History database is always RPTDATA.MDB. The name of the Price List database is *.MDB where "*" is whatever name you have assigned. For instance, the sample data Price List file supplied with QwikQuote is called MAKEACAR.MDB; you may have called your data, "MYSERVIC.MDB" or "BUSES.MDB" or many other names.

First time you run QwikQuote Reporter

The first time you run QwikQuote Reporter, make sure to specify the correct location of your quote reporting history file and your price list. Choose "File Locations" under the "Options" pull-down menu at the top of the screen.

Specifying file locations under Options or from the Introduction screen.

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Generating a Report, and Displaying or Printing it

The procedure below steps you through generating a pre-formatted report. This list also includes procedures for printing and e-mailing various file formats

Selecting and Generating a Report

To select a pre-formatted report:

• Click on the button [Generate Quote Report] or [Generate Price List]. These can be found at the top of the screen on or the Introductory screen.
  
  
  
• Click on an available report style button. (User-defined reports are discussed later.) Each report is described to the right of the button.
  
  
  
  Clicking on the [Customer - Detailed Report] button.
  
• Choose a report file and click on the [Open] button. Report files contain column titles and searching and sorting options. For instance, the reports depicted in the window below are identical except that for one search option: the first contains quotes and orders, the second only quotes, and the third only orders.
  
• Click on the [Generate Report] button.
  
  
  
  [Generate Report] button in upper right corner.

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Long Descriptions / Short Descriptions

QwikQuote 5 prints long descriptions of up to 32,000 characters, and displays 255 characters descriptions on the screen. QwikQuote Reporter 2000 uses the 255 character descriptions throughout to keep reports from becoming unmanageable. The exception to this rule is the Catalog report, which produces a catalog that lists the complete long description.

User-defined reports also have the option of including long descriptions by selecting that field name.

Setting Up Your Printer

QwikQuote Reporter uses your Windows default printer setting. For instance, if your Windows default printer is an HP LaserJet 5, QwikQuote will attempt to print to the HP LaserJet 5. To change your printer, click on the "Report" menu at the top left of the screen, and choose "Printer Setup."

"Printing" to the Screen or Printer

The [Generate Report] button at the top center of your screen generates your report on the screen. Depending on the size of your quote database or price list, and the speed of your computer, this may take a few moments.

Once you have reviewed the report on the screen, you can print it by clicking on the"Print" button at the top left of the report.

Print button at top left of report after you click [Generate Report].

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Exporting" to your Word Processor (RTF)

Most word processors can accept a "vanilla" file format known as Rich Text Format. Unlike simple text files, RTF files retain formatting attributes as well as the information itself, so you can incorporate reports or even a few pages of your report into most popular word processors including Microsoft Word and Corel Word Perfect.

To create an RTF file:

1. Click on the Generate Report button.
2. Choose the Report drop-down menu
3. Choose Export to…, then Your Word Processor (RTF) option.
4. Name your report. QwikQuote Reporter applies the *.RTF extension.

To incorporate the RTF file into your word processor:

1. Open your word processor, and the document into which you want to insert the report – or open the RTF file itself as a new document (if a new document, you are finished).
2. Place the cursor where you want the QwikQuote Report to appear.
3. In Microsoft Word, use the Insert | File command on the top menu. Most word processors allow you to insert a file.
4. Look for the file with the RTF extension. It will not appear as a standard document since it has an RTF extension.

Once the file has been inserted into your document, you can format it as you would any other text.

"Exporting" to Electronic Mail or Disk

QwikQuote Reporter also allows you to create electronic documents that can be sent over the Internet or stored on diskette. These Portable Document Format files (PDFs)can be read by the popular (and free) Adobe Acrobat available on the web from www.adobe.com.

To create an electronic report:

1. Click on the Generate Report button.
2. Choose the Report drop-down menu.
3. Choose Export to, then the Email (Acrobat PDF file) option.
4. Name your report.

QwikQuote Reporter creates a compact PDF file that can be read by anyone with the free Adobe Acrobat Reader.

Saving as a Report Document Format

A Report Document Format (RDF file) can be read by anyone who uses QwikQuote Reporter 2000. An RDF file stands alone: it does not require the database or report file in order to be read by anyone who uses the QwikQuote Reporter.

To create an RDF file, select Save As from the Report menu at the top of the screen.

On Screen Viewing Commands

You can also generate a report to the screen.

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