How To Run and Format the Estimate View Excel Report

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 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.