Report generation for the quote is possible at quote level and at line item level. This article describes the generation of reports based on line level.

1. Login into COMPAS Go with valid credentials

2. Create a new quote and add line items or open an existing quote with line items.

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing as  

4. Navigate to the quote details after opening the quote as shown below. Open the quote and click "Add Products" from the action menu

5. On clicking on the report, following options are provided to the user.

6. For line level selection, click on the proposal options and expand the detail level as shown below.

7. Select "All Level" and generate the report.