Spreadsheet report

This report includes the contents of the spreadsheet using the sort levels, ranges, fonts, and layout of your choice. The width of the report depends on the visible columns and their size.

You can choose options to allocate addons; combine items; round prices and quantities; include the cover page, estimate totals, and level totals; apply spreadsheet filters; and print grid lines and shaded headings.

You can also use the [Prefill Spreadsheet Item Sort] button in the Spreadsheet Report Options window to print items in the same order (ascending or descending) used in the spreadsheet.

If you applied a spreadsheet filter to the estimate, you can use the Filter report option to select and apply the filter to the Spreadsheet Report. If you include a cover page with the report, the cover page includes the name and details of the filter. If you select the Prefill from Spreadsheet option and apply a filter, the report uses the filter currently applied to the spreadsheet.

Note: You cannot apply a filter and combine items on the same report.

To create this report:

On the ribbon, select the Reports tab, and then from the Estimate Reports group, click  Spreadsheet.

Tip: When you turn on the ability to export formulas (through the Estimating Management Console), exporting this report to Microsoft Excel also exports all formulas associated with the spreadsheet.

For example, if your spreadsheet is set up to report the Labor Amount (Labor Quantity column * the Labor Price column), clicking on the Labor Amount column in the Excel spreadsheet reveals the resulting calculation formula as I4*K4 (where I4 is the Labor Quantity column and K4 is the Labor Price column).

Refer to the Estimating Management Console help for more information about turning on and turning off the ability to export formulas for this report.