QuoteWerks Support Portal

We have a client who would like to see the option ..... ALL added to the available options for https://quotevalet.com/Insight/MySummary

I have referred them to the Reporting available from the Dashboard but .... "they prefer the interface of the web page than the reporting dashboard".

Got there in the end :o) Thanks for your assistance by the way

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Ah, yes, misundertanding :)

Yes, this option doesn't exist and would be nice to have.

Sorry, if there is a misunderstanding. It is an option for ALL quotes in the period rather than for ALL users' quotes.

This has, in my experience, always been down to user permissions.

I think their problem is that the 'All' option is missing from the Executive Summary also.

Does the Executive summary not meet the need?

https://quotevalet.com/Insight/ExecutiveSummary