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How to Access and Run Reports in Hosted Estimator

We have established a dedicated shared drive for each company within the Hosted environment. This folder is exclusively accessible to the users of that specific company, ensuring that their files remain private and secure.

Here is the easiest way to get files to and from the Hosted - Copy Files to Hosted

To access and load files to this company's shared drive, follow the steps below:

1. Go to the Takeoff, Project, or Dashboard and click the Open Folder tab

2. Next copy the file from your local drive and paste it into the folder

3. Depending on the file you will need to enter *.* and then press Enter to see all the files in the folder.

To map the shared location for your reports, go to the Home tab, select Preferences, and then choose Custom Reports. Click the Edit button on the right, and you can navigate to the shared drive. Once you select the location and click OK, the reports will appear in the drop-down menu for easy access.