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2.12 View Takeoff Report Detail
A summary report of baseplan and option takeoffs. You can narrow down your report output by project, cost type, etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
ON THIS PAGE
2.12.1 Running a template report
2.12.2 Creating a new report
2.12.1 Running a template report
Step Action
1. Open View Takeoff Report Detail application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To email report template to someone, enter an email address in the Send Report to (email address) input field, select report format from the drop down list (e.g. HTML) and click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To view the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
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2.12.2 Creating a new report
Step Action
1. Open View Takeoff Report Detail application.

FORM FAQ
Show Takeoffs For The Following
Project For which project(s) do you wish to view takeoffs?
Baseplans For which baseplan(s) do you wish to view takeoffs?
Cost Types For which cost type(s) do you wish to view takeoffs?
Report Layout Details
Display Mode Records can be displayed either in summary mode (e.g. item quantities summarized by room, cost type, etc.) or each takeoff record displayed individually. Make your selection accordingly.
Page Break After For better readability, page breaks can be added after each baseplan elevation in print mode.
Version Report can be run either for published or unpublished takeoffs.
Show Takeoffs As On (Date) Takeoffs can be displayed as on a date in the past, present or future. If no date is entered, takeoffs will be displayed as at present time.
Show Baseplan Takeoffs Do you want to display baseplan takeoffs? Select Yes or No.
Show Option Takeoffs Do you want to display option takeoffs? Select Yes or No.
2. To reduce the time it takes to run the report, select at least one project, baseplan, etc.
3. When you are done, click or .
4. Here is an example of Detailed Takeoff report in online mode. A list of all baseplan/option takeoffs is displayed followed by options with no takeoffs.

You can now perform any of the following tasks:
  • To view or update option details, click on the option ID link (e.g. ). For details, see Maintain Options section of the Options training guide.
  • To view or update item details, click on the item ID link (e.g. ). For details, see Maintain Items section of the Job Costing training guide.
  • To view or update takeoffs, click on the quantity link (e.g. ). For details, see Maintain Takeoffs section of this training guide.
5. To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
6. When you are done, click .
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Updated August 6, 2014