Select Report Items
When launched from the Estimate screen, the Quote, Invoice and Rate Breakdown reports give you the ability to show only specific headings and items, as well as their measurements, as opposed to running the reports from the Job screen, where all items are always included.
- Click the checkboxes, to show/hide headings, items and related measurements for the report.
You can display all items under a heading, by clicking the checkbox next to the corresponding heading. To select or unselect all items, click the checkbox in the title section.
If no items are selected, everything is included in the report. In other words, selecting or unselecting all rows has the same effect from the report generation perspective.
- Once all desired items are checked, go to reports in the main toolbar and select your report type.
Generate a Quote, Invoice or Rate Breakdown
- The functionality of the reports is the same as the Quote, Invoice and Rate Breakdown documents