Data views and standard log reports for estimate items
- Go to Leads or Projects and select a lead or project from the list.
- On the Lead or Project page, select Estimates in the Preconstruction category of the Lead Menu or Project Menu section.
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Select View Estimate.
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Within the estimate, select the Estimate Summary / Reports tab.
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Select Log Reports.
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In the dialog, select the appropriate report in the Standard Log Reports (New) tab.
Primary data views
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_EstimateInfo
- vw_EstimateCostCodes
- vw_EstimateLocations
- vw_EstimateItems
- vw_EstimateItemsAndShownGlobalMarkups
- vw_EstimateMarkups
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
Standard log reports for estimate items
| Report name | Filter parameters |
|---|---|
| Estimate Item Summary | EstimateId |
| Estimate Items Grouped by Cost Code for Field Use | EstimateId, ShowComments |
| Estimate Items Grouped by Cost Code for Field Use with Lbr Productivity | EstimateId, ShowComments |
| Estimate Items Grouped by Cost Code with Cost and Sell Totals | EstimateId, IncludeMarkups |
| Estimate Items Grouped by Cost Code with Hours, Cost and Sell Totals | EstimateId, IncludeMarkups |
| Estimate Items Grouped by Cost Code with Resource Hours and Totals | EstimateId, CostorSell, IncludeMarkups |
| Estimate Items Grouped by Cost Code with Resource Totals | EstimateId, CostorSell, IncludeMarkups |
| Estimate Items Grouped by Location and Cost Code for Field Use | EstimateId, ShowComments |