Opportunities with Quotes and Quote Line Items Report

View details about the quotes associated with opportunities, and the line items for each quote. The default settings provide the most commonly used information from each object, but you can customize the report to see any opportunity, quote, or quote line item field.

If your organization uses multicurrency or advanced currency management, you have additional options for customizing this report. When you select report columns, you can select the “converted” version of an amount or total column to show its value converted to a different currency. Select the currency you want to convert to under Advanced Settings when you select your report criteria.

The default settings for this report are:

Format

Summary

Summary Fields

Amount (sum)

Quote Discount (sum)

Groupings

The default report shows you results grouped first by Opportunity Name and then by Quote Name. Each quote line item is listed beneath its associated quote.

Selected Columns

Object Information Type	Columns
Opportunity Information	Opportunity Name Amount
Quote Information	Quote Name Discount Syncing Status
Quote Line Item Information	Quote Line Item: Discount Product: Product Name Line Item Number Sales Price List Price Quote Line Item: Subtotal Quote Line Item: Total Price