Learn more

Changing fonts or colors in reports

Changing the page setup

Printing estimate reports

Saving the report settings

Selecting what prints on an estimate report

Setting up a signature block

Setting up headers and footers

Setting up the report cover page

Sorting information on a report

You can organize the items in a report in different ways by choosing one or more sort levels. Your choice at each level determines the available options at the next lower level. The options for sorting and the number of levels depend on the report.

To sort information on a report:

  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 the Sort tab (on some reports this is the Range/Sort tab).

  4. From the list of available sorts, select each sort level to be included in the report and click [>]. Use the priority buttons to adjust the order of the sort levels.

    Note: Not all reports have sort levels and the Summary Leveloption.

Tips: On the Spreadsheet report, you can also:

  • Select an option to print totals for the levels currently displayed on the spreadsheet.
  • Use the [Prefill Item Spreadsheet Sort] button to print items in the same order (ascending or descending) used in the spreadsheet