Your quotes hold a lot of detail, and getting at it usually means opening them one at a time. The Quote Line Item Details Report puts every line from every quote in one view, so you can see what you're quoting, what it's worth, and what it costs you — which gear and roles you quote most, how quoted value splits between gear and labor, and where cost sits across the year and across your team.
Accessing the Report
From the main menu, go to the "Administration" section and select "Reports," then open the "Financial" folder and choose the Quote Line Item Details Report.
At-a-Glance Totals
Three summary cards across the top show the headline numbers for your current filter: Total Line Items, Line Item Total, and Line Item Total Cost — how many lines you're looking at, what they're worth, and what they cost you.
What You're Quoting, Visualized
Charts break the same data down from four angles:
Top 15 Line Items by Quote Count — which gear and roles turn up most often across your quotes.
Line Item Total by Line Kind — how quoted value splits between gear and labor.
Line Item Cost by Month — how your costs move across the year.
Line Item Cost by Account Manager — where cost sits across the team.
The Detail Table
Underneath, the Quote Line Items Details table lists every line with its quantity, rate, rate type, charge days, order/group, revenue type, GL code, discounts, and cost. Labor lines also break their hours out by regular, overtime, double time, and triple time, so you can see exactly what kind of hours you're quoting.
Filter to What Matters
Narrow the report by Event Code, Event Name, Event Type, Event Status, Division, Tour, Event Start Date, Quote Number, Quote Name, Quote Status, Account Manager, Line Item Name, or Line Kind. Every card, chart, and table row respects your filters, so you can look at one tour, one account manager's quotes, or a single line item at a time.
From the Report Back to the Quote
Quote numbers in the table link straight back to the quote, so when a line raises a question you can open the document behind it in one click. And any filtered view exports to CSV for further analysis outside LASSO.
For the rest of LASSO's financial reports — Event Financials, Estimated Revenue, Rate Card, and more — see Financial Reporting in LASSO.