- Help Center
- REPORTING & ANALYTICS
- Excel Report from Estimate View
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GETTING STARTED: LICENSING, SETUP, INSTALLS
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DESTINI ESTIMATOR
- Basic Estimator Workflows
- 2D Takeoff - Basic Workflows and Procore
- Advanced 2D Takeoff & PDF Management
- 3D Takeoff - BIM360
- Dashboards
- General Estimator User Tips
- Hosted-Specific Estimator Workflows
- Project Tab
- Self Perform - Rates and Resources
- Fees
- WBS Properties
- Import / Export Workflows
- Formula and Quantity Topics
- Troubleshooting
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DATA MANAGER
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DESTINI BID DAY
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REPORTING & ANALYTICS
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PRODUCT UPDATES
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IN PLANNING
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IN DEVELOPMENT
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PRE-PRODUCTION
How To Run and Format the Estimate View Excel Report
To access the templates and tokens, please download them from here - Excel Reporting template download.
Hosted user - You can ONLY log into Excel with your Company credentials and not the Hosted email we provided.
Setup:
Make sure these are placed in the same 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, those steps are available in the Becktechnology Training platform, please contact us so we can add you to that Lesson.