Reports - Ribbon Menu

Reports – Ribbon Menu

Expert Estimation generates a number of formatted reports to present your data effectively to colleagues or customers. With a range of options unique to each report, a clear, concise breakdown of what is important can quickly be printed, exported, or sent using an intuitive report interface.

ACCESSING REPORTS

The reporting in Expert Estimation is broken down into seven different categories: Project, Submission, Spreading, Cost Schedule, Resources, Codes, and Comparisons.

Each of these sections contains relevant reports that have different formatting options.

Reports – ribbon menu

PROJECT CATEGORY

NAME	DESCRIPTION
Project Summary	Prints an overview of the estimated costs and margin as seen in the Project Summary window.
Project Notes	Prints the Project Notes that have been added to the project.
User Defined Column	Prints the results of the User Define Column Analysis.
Take Off Calculations	Prints the Take Off Calculations that are defined in the project.
Currency Summary	Prints the values of each currency that is included in the project.
Currency Analysis	Prints the breakdown of each value used throughout the project for each currency.
Cash Flow Results	Prints the results of the currently selected Cash Flow.
To Do List	Prints the list of To Do List items within the project.

SUBMISSION CATEGORY

NAME	DESCRIPTION
Submission Schedule	The official submission document that will be provided to the client.

SPREADING CATEGORY

NAME	DESCRIPTION
Spread Allocations	Prints the allocation of spread values from Hidden/Overhead items to Direct Cost Schedule items.
Spread Results	Prints the Spread Results for the items included in the clients schedule.
Spread Nominations	Prints the Spread Nomination values and the amount of spread for each schedule item in the project.

COST SCHEDULE CATEGORY

NAME	DESCRIPTION
Direct Cost Summary	Prints the items that are included in the Direct Cost Schedule.
Overhead Cost Summary	Prints the items that are included in the Overhead Cost Summary schedule.
Direct Cost Estimates	Prints the items that are included in the Direct Cost Schedule as well as the associated Direct Cost Estimates.
Overhead Cost Estimates	Prints the items that are included in the Direct Cost Schedule as well as the associated Overhead Cost Estimates.
Item Resource Unit Analysis	Prints the Quantities of the selected resource unit used on schedule items that are included in the project.

RESOURCES CATEGORY

NAME	DESCRIPTION
Resources	Prints the details of all Resources in the project.
Group Resource	Prints the details of all Group Resources and their Cost Estimate details.
Resource Usage Tree	Prints the details of all Group Resources and their Cost Estimate details.

CODES CATEGORY

NAME	DESCRIPTION
Code Set Values	Prints the calculation results of all Codes in a given Code Set.
Code Set Resource	Prints the Resource quantities associated with each Code of a Code Set.
Cost Set Item Summary	Prints the Schedule Items associated with each Code in the selected Code Set.

COMPARISONS CATEGORY

NAME	DESCRIPTION
Quotation Comparison	Prints a list of the Quotation Comparisons found in the current project.
Quotation Comparison Details	Prints the details of the Quotation Comparison.
Quotation Comparison Quote Details	Review the Quotation Comparison properties of each Resource for each quoter in the selected Quotation Comparison.
Subcontractor Comparison	Prints the Subcontractor Comparison report for the current Subcontractors.
Subcontractor Comparison Details	Prints the Subcontractor Comparison Details report for the current Subcontractor.
Subcontractor Comparison Subcontractor Details	Prints the Subcontractor Comparison Subcontractor Details report for the selected Subcontractor.

REPORT CONFIGURATIONS

In addition to formatting each of your reports, Expert Estimation provides you with the ability to save each reports formatting configurations. Once a configuration has been saved, they can be accessed by multiple users in all projects on the server. Each report can have multiple formatting configurations created from each report.

The formatting of each report is saved by selecting the Save Report Configuration button within the ribbon menu of each report. When clicked, you will need to enter a unique name for the configuration.

The drop-down list of all available formatting configurations is displayed under the Saved Report Configurations button from the Reports ribbon menu. When a configuration has been selected from the drop-down, the report associated with the configuration will be opened and the formatting applied.