Reports

Proposal report

The Proposal report is a customer-friendly report that presents the estimate data in a simple, yet professional way. The Proposal report provides a detailed breakdown of the line item data that was a…

Russell B.
Updated by Russell B.

Component report

The Component report provides the component-level data associated with each line item that is added to the project. This includes all the Material, Labor, and Equipment components that are associated…

Russell B.
Updated by Russell B.

Invoice report

The Invoice report is a simple report that provides a high-level overview of the costs associated with each group in a project. Report sections. The invoice report shows a subtotal for each group and…

Justin Jackman
Updated by Justin Jackman

Export projects as a .csv file

You can generate.csv files that include all line items from a project. These files allow you to import the data into other software or parse it as needed. Most spreadsheet software, such as Microsoft…

Russell B.
Updated by Russell B.

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