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Generating Reports in Estimator

Introduction to the Reports Tree


The Reports Tree lists all system reports in a 'tree' format on the left side of the window. Upon opening the window, the right side of the window displays the SharpeSoft logo.  When you click on a report selection in the navigation tree, an example of that report is displayed on the right.


The Reports Tree is accessed either through the Reports menu as shown above, pressing Alt+F9 on your keyboard, or using the Reports Tree button on the toolbar.


Accessing Report Options


To initiate a report, just double click on a report from the Reports Tree (or click to highlight a report and click Start).  This will open the Report Options window for the report you have chosen.  From there, choose the different Selection and Processing Options you want to apply, then click OK.


Depending on which output options you chose in the Report Options window, your report will either be sent to your printer, or it will open on screen in the Print Previewer.  From there you can view the entire report page by page and eliminate any unwanted pages before printing or emailing.


The Reports Tree is split into nine different report type sub-headings, which are ordered the same way in the program as below:

  • Job Reports

  • Cost Detail Reports

  • Summary Reports

  • Bid Item Reports

  • Item & Sub-Item Breakdown Reports

  • Subcontractor Comparison Reports

  • Material Comparison Reports

  • Company Reports

  • Tables & Defaults Reports


If a particular report you're looking for isn't immediately visible, don't fret. SharpeSoft provides dozens of different reporting options, all with customizable processing options. 


Selection Options


This panel offers you a number of options depending on which report you are generating. Use it to filter the report to include only the groups, sub groups, descriptions, etc. that you choose. When you double click on an option it opens a specific select window for that option.  From there you can choose what you want to include.  In the example above, the Job Owners window is open.


Selections can be made by including and/or excluding values.  Any selection option that is currently in use will be identified with a checkmark for included values.


Selection options always return to their default selections after running the report.  Most selection options include all records by default.  However, some selections will filter by default.  One example is the Employee/Equipment Hours report, which is filtered by default for the date range of the latest completed week.


Printer Selection


The large button at the top of the window displays the number, name, and port of your currently selected printer.  You can click the button to select a different printer or to change the printer's configuration and advanced properties.  (Note that the printer configuration options and properties may differ by make and manufacturer.)


By default, Estimator will point toward the Universal Printer option.


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.

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