Print or email reports from desktop

Updated by Heather Jones

  1. From within the estimate, navigate to Documents > Reports.
  2. Choose your report from the Estimate Reports > Print Options Report drop-down menu.
  1. Make any necessary modifications to Filter, Paper Type, Print Selection, and Additional Options.
  2. At the bottom of the window, select one of the following: 
  • Preview to open the report in your pdf viewer 
  • Export > Export PDF File to save the PDF  
  • Export > Email PDF File to open an email in your email provider with the PDF attached.
  1. If you are printing the PDF, do so from you PDF viewer.

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