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How to assign report groups for customer product lines? - Publish Sandy Articles
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How to assign report groups for customer product lines?


This article describes how to assign report group for a customer product line item.
1. Login to COMPAS Go and select a quote having customer product and Siemens product. Have the editing as "ON".

2. Navigate to the customer product tab as shown below.

3.  Select any line item and the "Assign Report Group" button gets enabled 

4. On doing so, a pop-up window shows the list of report group 

5. Select the required report group and click the "Assign" button.

6. Selected report group is assigned to the line item along with a notification on the assignment.

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