|
|
|
This article describes to generate report for one or more selection of line items and rest of the line items are ignored.
1. Login into COMPAS with valid credentials
2. Create a new quote or open an existing quote
Create new quote - .png)
Open existing quote - .png){kind=small}
3. Make the quote as editing "ON" .png){kind=small}
4. From the action menu, click on the "Add Product" . After adding products, following is how the page will be for the user.
.png)
5. Select the line item for which you need the report.
.png)
6. Click on the report from the action menu. User is navigated to the following page. Select the report that you need and click on the generate button.
.png)
Report (s) are generated per the selection for the line item selected only by clicking on the view button.
.png)
Following is the report for the line item selection for the selected report.
.png)
