Technical Support Hours

M-F 8am to 8pm (EST)

Start a conversation

Sales Line Quick Report


The Sales Line Quick Report plugin allows users to view a quick report from a sales document, at the sales line level.


In the Security Editor, Sales Line Quick Report must be enabled and the file path must be entered under the Quick Report sub-setting:

  1. Open a sales document
  2. Select (highlight) an item on the sales document screen
  3. Select Sales Line Quick Report from the Actions () dropdown menu:

The quick report with details for the selected item will display in a popup window:

Choose files or drag and drop files
Was this article helpful?
  1. SalesPad Support

  2. Posted
  3. Updated