Export a Global / Offsider Estimate to Excel Follow

To export a Global / Offsider job estimate to Excel:

1. Open a job

2. In this example we are converting a Full Estimate Summary report into Excel

3. Click Print then Job, Full Estimate Summary

Fig 1. Produce Full Estimate Summary Report

 

4. Ensure that the report is being printed to the window

Fig 2. Print Options window

 

5. Click on the Export icon

Fig 3. Export Icon

 

6. The Export window should appear. Click on the down arrow in the Format field and locate Comma separated values (CSV). Then click OK

Fig 4. Export Window

 

7. Save the file to your preferred location

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