Enhanced Estimate Reporting includes a slew of custom options, where you will be able to create proposals that work best for your company.
To use the new reporting features follow the steps below.
- In any service or standard estimate click the Print Reports tab along the top.
NOTE: All classic reports that were used before the update are available under the classic reports tab.
- Select the report type you want to generate.
- Enter a custom title if applicable.
- Select the options needed in the options field on the left.
- Click the submit button to generate a preview.
- To change the view from single page to all pages, select the icon with the 3 papers on the top.
- To export to the file type of your choice, select the file save button on the top right.