Build Forms and Reports and Review Built-In Dashboards
Use the browser-based Forms and Reports Designer to arrange connected fields, expressions, groups, and output settings for Vista-Quote documents and reports. Built-in dashboards provide ready-to-use operational views, while approved ODBC access can support external reporting tools such as Power BI and Crystal Reports.
Forms, Reports, and Business Intelligence Features
No extra software to install. Open the Design Tool in Vista-Quote and start building immediately.
Add and arrange tables, text boxes, labels, images, logos, charts, and more using an intuitive visual layout.
Bind your documents or reports directly to Vista-Quote data to automatically populate customer info, parts, prices, dates, and totals.
Save your custom layouts to use again for future jobs, clients, or departments.
Apply your company logo, font styles, colors, and other formatting details to maintain consistency and professionalism.
Automatically compute subtotals, taxes, percentages, or custom values with no manual calculations required.
Show, hide, or highlight elements based on the content of each document or report. For example, hiding empty fields or flagging critical items.
View a full live preview with actual data to make sure everything looks right before you print or send.
Export as PDF, Excel, Word, CSV, HTML, or image formats to share, print, or archive.
Add bar charts, line graphs, pie charts, and more to highlight key metrics and data trends.
Sort, filter, and drill into details when viewing reports with dynamic parameters and clickable sections.
Build documents and reports in different languages or regional formats for global use.
Built-In Dashboards for Operational Visibility
Vista-Quote includes ready-to-use dashboards for monitoring workload, turnaround, customer engagement, and quoting activity, giving teams immediate visibility into everyday performance.
Software development moves fast, and features evolve over time. While we strive to keep this and other pages accurate, some information may not reflect the most recent changes. For the most current details, we recommend scheduling a live demo at ambryhill.com/demo.