Audience – Builder
Read/Watch time – 2 mins
Article contents – FAQ
In each estimate there is a cog icon in the "Estimate Costings" tab. Under this tab you have the option to print (PDF, Word or Excel) or email the following reports:
Categories
Categories and Items
PC/PS Items
Export to excel
Here are the steps to access these reports:
Click in the "Estimate Costings" tab
Click on the cog icon at the top right of the screen
Click on the report you wish to print or email
If choosing "Print" you have the option of downloading the report in an Excel format, where you will be able to manipulate the data if needed.
You can also get the following reports from the Actual Costings tab:
Estimate vs Actuals
Estimate vs Committed
PC/PS Items
Export to excel
Here are the steps to access these reports:
Click in the "Actuals Costings" tab
Click on the cog icon at the top right of the screen
Click on the report you wish to print or email
If choosing "Print" you have the option of downloading the report in an Excel format, where you will be able to manipulate the data if needed. The below guide will step you through the "Export to Excel" report process:
A Work in Progress (WIP) report or Excel export of all jobs can be found under the Jobs tab.
In the Navigation menu on the left, click on "Jobs"
In the subtab choose "Jobs"
Click "More Actions" and once you choose to email or print the WIP report, a date range appears.
If choosing "Print" you have the option of downloading the report in an Excel format, where you will be able to manipulate the data if needed.