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Reports Tab: Report Layout

Owned by Jacob Oveson-Davis (Deactivated)
Last updated: Sept 30, 2019 by Daniel Wal
2 min read

The Report Layout allows you to select the look and content of reports.  You can select from predefined reports or create your own.

Layout Toolbar

1. Create a New Folder.

2.  Save the current report layout for later recall.

3.  Add a new report layout.

4.  Delete the current report layout.

5. Refresh the Report List.

6. Edit the properties of the selected Report.

Report Types

  • Basic -  The simplest of the report layouts show basic icon, name, and digitizer information.
  • Estimate with Markup - Show your estimate numbers along with any markups you may have.
  • Estimate  (Customer Copy) - Show the same information as the Estimate with Markup but without the markup information for viewing by customers.
  • Request for Quote - Provides the necessary information for other contractors to give you quote on work.
  • By Location - Breaks the report down by location if you are working with multiple locations on one report, such as multiple houses or office units.
  • Report View - Provides you with all the information available for the reports.

You can customize these reports or create new report layouts anytime you want.

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