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Reports

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

Written by Sarah Chen

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 you can filter and export.

Choosing a report

Open reports from the Reports section of the project page. It shows the most used reports once your project has takeoffs; click one to open it, or click View all. An open report lists every report beside it, so you can switch in one click. Each report sets both the report type and its grouping in one step. Click the project's name at the left of the bar above the report to go back to the project page.

Takeoff variants: Takeoffs, Takeoffs by sheet, Takeoffs by estimator, Takeoffs by type, Takeoffs by folder, Takeoffs by date, Takeoffs by layer, Takeoffs by region, and Materials by trade.

Line item variants: Line items, Line items by takeoff, Line items by SKU, Line items by folder, and Line items by cost type.

The base Takeoffs and Line items entries show a flat list with no grouping. The "by" variants organize rows under header rows for each group. Line item groups also show subtotals for cost and price so you can compare sections at a glance.

A Total row pinned to the bottom of the table sums the overall cost and price across every visible row.

A sheet that stands for several identical floors counts once per floor. See File operations to set the number.

Filtering

Three toolbar filters narrow what appears in the table.

Scope controls which pages to include. It has two options: All pages, the default, and Current page. Current page is available only when a page is open on the canvas.

Type filters by measurement kind: Area, Linear, or Count. Only takeoffs or line items matching the selected type are shown.

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, Price each, and Folder.

Exporting

Click Export to download the current report. 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 report variant, filters, and visible columns.

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