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Setting up the report cover page

Setting up headers and footers

Setting up a signature block

  1. On the ribbon, select the Reports tab, and then from the Estimate Reports group, click the report you want to print.

    In classic view, select Reports menu, and then select the report you want to print.

  2. Click [Report Options].
  3. Click [Edit Hdr/Ftr].
  4. Under View, select Signature block.
  5. Under Signature Block Layout, enter the number of rows and columns you would like to enter in the grid below. (Each cell can contain a single field or graphic.)

  6. Using the toolbar above the grid, design the signature block by inserting elements and formatting text. In addition to the elements available for headers and footers, signature blocks also include the following fields: Print Name Line, Signature Line, and Estimate Total.

  7. When you finish setting up the signature block, click [OK].

Tips:  

  • Sage Estimating (SQL) provides a default signature block that includes the estimate total, print name and signature lines, and date.
  • Before printing the report, click [Preview Hdr/Ftr] to see how things look.
  • To push text that exceeds the width of a cell down to the next line, right-click and choose Wrap Text.
  • Click [Save Default] in the Report Options window to save the header, footer, and signature block as the default for printing this report.