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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 project sidebar by clicking Reports. A dropdown in the toolbar lists all available report variants. Takeoff reports appear first, followed by a divider and line item reports. Pick a variant to switch both the report type and grouping in one step.

Takeoff variants: Takeoffs, Takeoffs by page, Takeoffs by estimator, Takeoffs by type, Takeoffs by folder, Takeoffs by date, and Takeoffs by layer.

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.

Filtering

Three toolbar 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. 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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