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Reports

Summarize takeoff measurements and line item costs with grouping, filtering, and export.

Blake Fischer avatar
Written by Blake Fischer
Updated today

Reports give you a consolidated view of your project's takeoff data and estimated costs. Instead of reviewing measurements one symbol at a time, reports pull everything into a single table that you can group, filter, and export.

Report types

Open reports from the project sidebar by clicking Reports. A dropdown at the top lets you switch between two report types.

Takeoffs lists every measurement in the project. Each row shows the symbol name, measurement type, page, and calculated values like area, perimeter, and point count. Use this view to verify coverage and spot missing measurements.

Line items lists every cost item attached to your symbols. Each row shows the line item name, its parent takeoff, cost type, calculated quantity, unit cost, and totals. Use this view to review pricing and catch formula errors. A footer bar at the bottom displays the overall cost and price totals.

Grouping

Click Group by to organize rows by a shared dimension. Takeoff reports can be grouped by Page, Estimator, Takeoff type, Folder, Date, or Layer. Line item reports can be grouped by Takeoff, Line item, SKU, Folder, or Cost type. Select No grouping to show a flat list.

When grouping is active, a header row appears for each group with the group name. Line item groups also show subtotals for cost and price so you can compare sections at a glance.

Filtering

Three filters narrow what appears in the table.

Scope controls which part of the project to include. The default is All takeoffs. Open the dropdown to limit results to a specific folder or page.

Type filters by measurement kind: Area, Linear, or Count. This filter appears on both report types and only shows takeoffs or line items that match the selected measurement type.

Layer filters by takeoff layer when your project has more than one. Select a specific layer or keep the default to include all layers.

Columns

Click Columns to show or hide individual columns. Each report type has a default set of visible columns and several optional ones.

Takeoff reports default to Takeoff, Type, Page, Area, Linear / Perimeter, and Point count. Optional columns include Sheet #, Segment count, Measurement, Unit, Color, Folder, Layer, Created by, and Created at.

Line item reports default to Line item, Takeoff, Cost type, Qty, Units, Cost each, Cost total, and Price total. Optional columns include Formula, Waste %, Round up to nearest, SKU, Markup %, Markup each, Markup total, and Price each.

Exporting

Click Export to download the current report. Two formats are available. Excel produces an .xlsx file with formatted group headers, subtotal rows, and number formatting for currency and percentages. CSV produces a plain comma-separated file. Both formats respect the active grouping, filters, and visible columns.

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