Save an estimate report

  1. Open a job in the Manage Estimates screen.
  2. Click Estimating > Reports > Estimating > Estimate Reports in the All Tasks pane.
  3. In the Print Reports window, select the report you want to generate and click Print.
    Note: If modified versions of the reports have been created, they are listed in the Print Reports window.
  4. Complete the fields as described on the Estimate Reports Screen Field Reference.
  5. Click OK.
  6. Click and select the format for the saved report.
    Note: Depending on the report, you may be able to save the report as a Microsoft Excel (XLS) file, a Microsoft Word (DOC) file, or an Adobe Acrobat (PDF) file.
  7. Navigate to the folder where you want to save the report. Enter a file name for the saved report.
  8. Click Save.