To access the templates and tokens, please download them from this article - Excel Reporting template download.
Hosted user - You can ONLY log into Excel with your Company credentials and not the Hosted email we provided.
You can also save the file to your local environment instead of the Hosted environment. If you want to save the file locally you can follow this link to get files to your local computer.
Setup:
Make sure the files acquired via the download links above are placed in a location where everyone has access to run all the reports. The location can be found in the Preference tab.
Running the Report
If you would like to get additional details on how to build the reports templates, a lesson how to 'Build an Estimate View Excel Report' is available via the Beck Technology Training platform. Please email us to request access to that Lesson if you don't have it already.