By popular demand, we added the estimate's Division as a column in the Excel spreadsheet report of estimates. Simply add a FILTER to the spreadsheet on that column and you can run estimate reports (by $ value, by man hours, by status) for each division.
- Using the left-hand menu, click the Estimates menu
- Select either Standard or Service estimates
- Click the Excel button to download a list of your estimates to an excel spreadsheet
- An Excel spreadsheet will download/open on your computer.
- The Division will be located in Column E
- If you want to filter your list by Division, simply click the Data menu (in Excel), then choose Filter.
- Arrows will appear beside each header.
- Click the arrow to select only the divisions you wish to display