guide estimate reports proposals custom reports Enhanced Estimate Reporting

One of the biggest features released in the first update of 2018 is our new and improved estimate reporting system. With a slew of new options, 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. 

 

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  • 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. 

 

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  • 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.

 

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