You can print a report on paper, preview it on your screen, or export it to a PDF file or an ASCII text file. The printing procedure is similar no matter which report you choose to print.
Before you print an estimate report
Because the report information comes from the current estimate, you need to open the estimate before you can print a report for it.
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Open the Estimate Catalog if it is not already open. On the Home tab of the Estimating spreadsheet, in the Catalogs group, click Estimates.
The Estimate Catalog opens, displaying a list of estimates in your Estimates database.
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Use the arrows in the catalog pane to display the branches with the estimates you want to work with.
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Double-click the estimate to open it on a tab in the spreadsheet.
To print a report:
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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 menu, and then select the report you want to print.
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(optional) To customize the report, click [Report Options].
You can:
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Control which records print.
For more information, see Selecting what prints on an estimate report.
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Sort the report information.
For more information, see Sorting information on a report.
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Change the fonts or colors.
For more information, see Changing fonts or colors in reports.
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Change the page setup.
For more information, see Changing the page setup.
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Include row numbers (on spreadsheet reports).
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For more information, see Setting up headers and footers.
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Set up a signature block.
For more information, see Setting up a signature block.
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- (optional) To check the appearance of the report before you print it, click [Preview].
- Click [Print] to print the report.