Table of Contents
Components Report
XactRemodel and XactRestore offer multiple reports that can be exported and sent directly to a third party. This article covers the Components Report.
This report provides the component-level data associated with each line item that is added to the project. This includes all of the Material, Labor, and Equipment components that are associated with the line items that were added to the project. Any custom edits made to the line item components will be reflected on the report.
Users have the option to customize the report by placing their company logo and company address in the header. The project name and client details are conveniently placed in the header as well. Additionally, an opening statement can be added to communicate any additional information to the recipient of the report.
Note: For assistance editing company information, see our XactRemodel Company Info document.
The subsequent pages are broken out into the three different component categories:
- Material
- Labor
- Equipment
Material components
The Material Components Summary breaks out all of the material components that are required for the line items in the project. This includes the description of the item, quantity, unit price, and the total price.
When there is the same material item being applied to multiple groups in the same project, the corresponding groups are displayed on the Material Components Summary with the quantities being applied to each specific group.
At the end of the Material Components Summary is a total for all the material in the project.
Labor components
The Labor Components Summary breaks out all of the labor trades that are required to complete the project. It includes the description, number of labor hours, the hourly rate, and the total for each labor trade.
The total at the bottom of the Labor Components Summary adds the total number of labor hours and the total cost for the labor in the project.
Equipment components
The Equipment Components Summary breaks out all of the equipment that is required to complete the project. It includes the description of the equipment needed, the quantity (length of time or quantity of the specified equipment), the unit price, and the total price.
The total at the bottom is the sum of the cost for all of the equipment needed for the project.
Summary
The Project Summary displays the total of each Group associated with the project and an overall Project Total.
Note: At the conclusion of the report, users can add a custom closing statement. This statement could be used to add boilerplate legal language, an overview of the estimate, or whatever information needs to be conveyed to the recipient.
In the components reports, the new component prices will be updated accordingly after editing the component prices.
Report settings
Users can customize the Components Report to show only the Groups that are desired. This is done through the Report Settings which is accessed by clicking the Report Settings button at the top right of the report.
- Opening Statement or Closing Statement: Any applied statement on the reports page can be toggled on or off.
- Groups: Limits the groups to be displayed on the report.
To access the settings slide-out, click the options menu icon.
Note: This same button is available in XactRemodel and XactRestore mobile.
Share the report
XactRemodel and XactRestore online
Follow the steps below to download the components report in XactRemodel and XactRestore online.
- From within a project, select Reports.
- Select Components.
Note: Before proceeding, set any desired opening or closing statement.
- Select the download icon. A .pdf file will be downloaded to the downloads folder.
This report can then be emailed, printed, saved, or uploaded to a file sharing application to share with others.
XactRemodel and XactRestore mobile
Follow the steps below to download the components report in XactRemodel and XactRestore mobile.
Note: The screenshots below are from XactRemodel on an Android device, but the process is similar on iOS and iPadOS devices.
- Within a project, select Reports.
- Select Components.
Note: Before proceeding, set any desired opening or closing statement.
- Select the share icon.
This report can then be shared via email, text, file sharing drive, or printed.
