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Exporting estimates

Export estimates as PDF or other formats for clients.

Blake Fischer avatar
Written by Blake Fischer
Updated today

Exayard provides two ways to export estimate data: reports for structured takeoff and line item summaries, and spreadsheets for custom tabular data. Both support download in multiple formats.

Exporting reports

Open the Reports panel from the project workspace. Select a report from the dropdown in the toolbar. Line item reports include Line items, Line items by takeoff, Line items by SKU, Line items by folder, and Line items by cost type.

Click the Export button and choose a format.

Format

Best for

XLSX

Full-featured export with formatting and group headers

CSV

Simple text format for importing into other tools

The export includes all visible columns and group subtotals. Customize which columns appear using the column picker before exporting so the file contains exactly what you need.

Choosing columns

The column picker in the reports toolbar controls which fields appear in both the on-screen table and exported files. Line item report columns include:

Column

Description

Line item

Item name

Takeoff

Parent takeoff symbol

Cost type

Material, labor, equipment, subcontract, or other

Qty

Calculated quantity from formula

Units

Unit of measure

Cost each

Cost per unit

Cost total

Quantity multiplied by cost per unit

Price total

Cost total plus markup

Additional columns like Formula, Waste %, SKU, Markup %, Markup each, Markup total, and Price each are available but hidden by default. Toggle them on for detailed exports.

Filtering before export

Narrow the report data before exporting. Use the Scope filter to limit results to a specific folder or page. Use the Type filter to show only count, linear, or area takeoffs. The export reflects whatever is currently visible.

For line item reports, the grouping you select also structures the export. Grouping by cost type, for example, creates section headers in the XLSX file for each material, labor, and equipment group.

Exporting spreadsheets

Spreadsheets in Exayard have their own export options. Open a spreadsheet from the Sheets panel and click the Download button in the toolbar. Choose from XLSX, CSV, or PDF.

The PDF option opens a print dialog where you configure paper size, orientation, margins, and scale before generating the file. The XLSX and CSV options download immediately.

Printing

Spreadsheets support browser-based printing. The print dialog lets you configure page setup including paper size (letter, A4, legal, tabloid), orientation, margins, and scaling. You can repeat frozen rows and columns on every page and add custom headers and footers.

Reports do not have a built-in print option. To print a report, export it as XLSX or CSV and print from your spreadsheet application, or copy the data into a project spreadsheet and use its print functionality.

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