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Setting up a signature block

Setting up the report cover page

Setting up headers and footers

  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 Header or Footer.
  5. Under Header/Footer 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. Design headers and footers for the report in the Edit Report Header/Footer window. You can insert graphics, text, or fields that insert data from the current estimate file, such as the client address, job size, or file location.

  7. When you finish setting up headers and footers, click [OK].

Tips:  

  • 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.