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Concept
INITIATE
Engineering
& Design
Build
DEVELOP
DESIGN
COORDINATE
SCHEDULE
Handover
ESTIMATE
PREPARE
LAYOUT
MANAGE
Operate
DELIVER
Overview
Filters, views and reports
Estimate sheets views are used to organize
and display information for the estimator and
for reporting
Printing reports using page styles
Custom reports using Microsoft Word and
Excel
Custom commands for one-click export
Learning Objectives
Understand how Estimate Sheet Filters are
used and customized
How to customize Totals Page Filters
Know how filters work with Page Styles to
generate Standard Reports
Basic understanding of how to create Custom
Reports in Word and Excel
How to create Command Buttons for singleclick Exporting
Standard Reports
Standard reports are
generated by using a
combination of a filter and a
page style
The filter provides the
content and formatting of
columns
The page style provides the
formatting for the print
engine
Standard Reports
Filter column formatting to
display currency symbol
and show decimal places
Columns can be moved
and resized so they display
nicely in reports
Set column heading text as
desired
Standard Reports
Customizing a Page Style
is where you make settings
for the print engine
There are numerous
options and these can be
saved as a custom style
and used for specific
reports
Standard Reports
Report chains allow
Estimate sheet filters
Totals page filters
Database reports
Estimate reports
Estimate tables
Standard Reports
Report menu
Chains
Custom reports & forms
Totals page
Estimate items
Estimate tables
Estimate mixes
Database reports
Questions
We covered
Estimate Sheet Filters
Totals Page Filters
Standard Reports
generated from those filters
Custom Reports in Word
Custom Reports in Excel
Custom Commands for
exporting to Excel
Thank You!
Ken Regier
Sr. Business and Education Consultant
Trimble Buildings
ken_regier@trimble.com