Export Cubit Data to Excel

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You can export an entire Job into Microsoft Excel. When you select Export All, you will create an
xlsx or xls file. Your Microsoft Excel file will include three tabs (containing three version of your
Estimate): Trade Breakup, Trade Breakup Showing Markup and Trade Summary.
You can export an Estimate from an open Job.

To Export All your Estimate:

  1. Click Excel from the Export group on the Data tab in the ribbon.     

  2. Select Export All from the list.

  3. A Save As window will open.

  4. You can browse your Computer to select where you want to save your Microsoft Excel file type a new name and select the file type.

   Note: Excel Workbook(*xlsx) is the default file type that will be created, you can change this to
   Excel 97-2003(*.xls).

   5. Click Save.

                   

 

Creating a Template

You can create a Template when exporting to Microsoft Excel. You can customise the columns
that are exported and their headings.

To create an Excel Template:

1. Using your mouse, click Excel from the Data tab in the ribbon.

2. Select New Template.

3. The Excel Exporter window will open.
By default, the following columns are included: Description, Quantity, Unit, Marked up
Rate * Factor and Total.

4. Select what information to export by clicking any row in the Estimate Column.

5. Name any column by clicking any row in Header Name and typing a description.
Use the Insert new Excel Column to add a Column above any selected row, or use Add
new Excel Column to add a Column in the final row.       

6. You can change the order of your exported columns by selecting the row and move the columns up or down using the arrow buttons.

Note: The letters on the left of each Header Name will signify which column that row is
exported as. The A row will be the A column, which will be the first column on the left.

7. By default, Include trade headings and Include Excel header are ticked. You can
uncheck these if you do not want them to be exported.

8. By default, Export all is checked; this will export the entire Job. You can select Export
selected to only export any Trades, Headings or Items you have highlighted in your
Estimate.

9. Click Save Template to save your Excel Exporter Template.

10. Enter a Name for your Template.

11. Click Export to export the Job.

 

 

Using a Template

You can use a Template when exporting to Microsoft Excel. You can use any Template customise
the columns that are exported and their headings.

To use an Excel Template:

1. Using your mouse, click Excel from the Data tab in the ribbon.

2. Under New Template, any available Template will be shown. Click the Template you want
to use.

3. The Excel Exporter window will open and you can make any changes to the Template.

4. Click Export to export the Job.

5. A Save As window will open and you can browse through to the computer to where you want
to save the Excel file and name it.

Note: Excel Workbook(*xlsx) is the default file type that will be created, you can change this to
Excel97-2003(*.xls).

6. Click Save.

 

 

Managing a Template

You can create new, delete and edit Templates from the Template manager. You can manage
Templates from the Job Manager.

To open the Excel Template manager:

1. Using your mouse, click Excel Templates from the Data tab in the ribbon.

2. The Excel Templates window will open listing all the Templates you've created on the left, with information as Name, Description and Estimate Config.

3. From the list on the left, click on the Template you want to edit or right mouse click to
delete.

Note: You can create a new Template by typing in the empty row at the bottom of the list of
Templates.

4. After you have customized the Template, click Save Template.

 

 

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