Selecting what prints on an estimate report

Use the Range Selection feature to select what prints on a report. Ranges save time by limiting the amount of information that is subject to processing. Estimate reports also offer sort levels, where the range selection is tied to your choice for the top level sort. For example, when phase is the top level sort, you select a range of phases.

You can print all the records, just one record, or up to five ranges of records.

To select what prints on an estimate report:

  1. Select the report you want to print.

    • On the ribbon, select a report icon from the Estimate Reports group on the Reports tab.
    • In classic view, select the report from the Reports menu.
  2. Click [Report Options].
  3. Click the Range tab (on some reports this is the Range/Sort tab).
  4. In the Range Selection area, specify the records you want to print on the report. You can:

    • Print all the records.

      Click [All <records>] to select all the records for printing.

    • Print one record.

      1. Click The List (ellipsis) button to open the List window.
      2. Double-click the desired record in the list. The same value appears in both the From and To fields.
    • Print ranges of records.

      1. Move the cursor to the From field and click The List (ellipsis) button to open the List window.
      2. In the list, double-click the beginning record for the range. This record appears in the From field.
      3. Move the cursor to the To field.
      4. Click The List (ellipsis) button to open the List window.
      5. In the list, double-click the ending record for the range. This record appears in the To field.
      6. You can enter up to four more ranges in the same manner.