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  3. Excel Report from Estimate View

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. 


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.