Overview
Need a summary of all your PO data? Do so with as much detail as you need by following these steps to export related data from a project in QuoteToMe.


Generate a PO report


1. Navigate to the Projects Page

  • On the left-hand sidebar, click the Projects icon (clipboard icon).



2. Select Your Project

  • In the Projects list, find and click on the name of the project you wish to export POs from (e.g., Oakview Estate).


3. Go to the Orders Section

  • Once inside the project, scroll or use the tab to navigate to the Orders section.

 


4. Click “Export Report”

  • On the right-hand side of the Orders section, click the “Export Report” dropdown button.



5. Choose Export Format

You will see the following options:

  • PO (.CSV) – Export Purchase Orders in CSV format.

  • PO (.PDF) – Export Purchase Orders in PDF format.

  • POItems (.CSV) – Export Purchase Order Items in CSV format.

  • Quotes (.CSV) – Export Quotes in CSV format.



5. Click on your desired format to request the report.


Notes:

  • Please only request the report once. It will take some time for the data to compile and multiple requests will only slow it down & create duplicates.
  • The report will generate and send to your email when complete.

Need help?

Reach out to our Customer Support team: