October 2007

Build ... or Customize Reports

Have you ever wished that you could change the standard reports that are available within HomeTech ADVANTAGE? Well, you can. And, it’s easy. Use the BUILD…OR CUSTOMIZE REPORTS feature to select the data that you want to appear in your print reports. Depending on what options you choose, this feature can be used to either shorten or lengthen a report.

Step A

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• Choose the ESTIMATE button from either the top or bottom of the Vertical Slider menu to return to the Estimate Grid window.

• Choose BUILD OR… CUSTOMIZE REPORTS from the Vertical Slider menu with an estimate open. This will take you to the “Report Selections” window.

Step B
Use the “Report Selections” window shown below to select the estimate data you want to appear in your report.

Click image to see larger version.

1. Choose a Report Format from the “Title” box.

2. Check/Uncheck data fields to customize the report with only the data fields you want displayed.

3. Check/Uncheck the report preferences to customize the report to be displayed in the format you prefer.

4. Print/Save your report using the available options. See below for more information.

From the “Report Selections” window, you have the option to:

• Print Report
  Prints the report with the options you have selected.

• Preview Report
  Previews the report with the options you have selected.

• Save Report as RTF File
  Creates an RTF file of the report with the options you have selected. Creating an RTF file allows you to open the report file in the word processor of your choice. You will then have the editing capabilities of whatever word processor you use. Keep in mind that changing the RTF file does not change the estimate within the HomeTech ADVANTAGE program. The changes apply only to the individual report you are working on.

• Export To Microsoft Excel™
  Creates a spreadsheet file for the report with the options you have selected. Creating an Excel file allows you to open the Excel file in the spreadsheet program of your choice. Keep in mind that changing the Excel file does not change the estimate in the HomeTech ADVANTAGE program. The changes apply only to the Excel file.