Creating Report Packages in SharpeSoft Estimator

If you run the same reports each time you bid a job, you can "package" those reports into groups.  When you select a group for printing, the system will run all reports in that group at the same time, so that you do not have to select and run each one individually. The system allows you to group reports in an overall Company package, or individual User packages.

The window shown below is for Company Report Packages.  Depending upon your company's needs, this package might include reports you would run to review your bid (Bid Review reports) or reports you run when you are ready to submit your proposal.  In this window you can set up as many company report packages as you want. Just enter an identifying name for each package, then select the individual reports you want included in each of the packages you have set up.

Creating and Naming Your Packages

1. Click on the Reports menu.

2. From the drop-down menu, select either Report Packages - Company or Report Packages - User.

3. In the Report Packages for: window that opens, select Insert.

4. In the Reports in the Report Package window, select Insert again.

5. Highlight and press the spacebar in the list of reports to select all of the reports to be added to the report package, then hit Select.

Conclusion

Getting started with SharpeSoft is a breeze. Whether you are looking to create a new job or add one, SharpeSoft has got your back. We have the tools and expertise necessary to help you make it happen without breaking a sweat.

You can continue on to other helpful Fast Trax articles found in the Blog section. To learn more about this particular subject, consult your system Help manual, or just give us a call and we’ll be glad to walk you through it.