Export Analysis Data Template
Note: This feature is available only with a Sage Estimating (SQL) SQL product license. (It is not available with Sage Estimating Essential.)
When you export Analysis Data from the Alternate Summary pane, Sage Estimating (SQL) uses the Export Analysis Data Template to determine the type and placement of information in the Excel report that results from the export.
If you want to customize the report, for example to include your company logo, you need to modify the Export Analysis Data Template.
To modify the template, you open it in Microsoft Excel from this location: C:\Users\{your user ID}\AppData\Roaming\Sage\Estimating 22.1\Data Connector Templates\ ExportAnalysisDataTemplate.xltx.