How to Generate Job Summary Report
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. In the reports options, select the option "Job...
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How to Generate Notes Report
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. In the reports options, select the option "Notes"...
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How to generate Panelboard Summary Report in COMPAS Go?
This article describes the detailed steps to generate Panelboard Summary Report. 1. Login to COMPAS Go 2. Open the quote. 3. From Actions Menu, select "Reports" option 3. In the reports...
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How to use Proposal Notes?
Proposal Notes has both Global and Quote notes for users to use. Global Notes are notes that stay with every quote and appear on the pricing page. Quote Notes are...
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How to enter or edit the "From" field in Proposal options?
This article describes the steps to edit the From field in Proposal report generation Open your quote, then click on the Action icon Select Reports. Click...
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Customize Proposal reports
COMPAS provides extensive options to customize proposal / budgetary reports based on price, price total, detailing, address. Based on the selection, reports get generated. Insert customer specific...
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How to turn pop up blockers off to Print Reports.
When you click on the generate reports tab the icon spins and nothing happens. You need to enable the Popup blocker in Google Chrome to view the reports! 1. On your...
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How to get a word document to print level 3 detailed report?
Proposal / budgetary reports can be customized to report information at various level. Third level selection has more information in the generated report. Refer the following steps to get the...
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How To Generate Submittal Package with Products grouped based on Family
Step-by-step guide Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on Section Cover Sheet of any Product. The...
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How To change document setup setting for Submittal Package?
1. Login to COMPAS Go with valid credentials. 2. Open the required quote. 3. From Actions menu, select "Submittal Package" option 4. In The Submittal page...
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