Reports

Has anyone had any luck using the Reports function?  I would like to create and print custom estimate reports.  However, I can't figure out how to do it.  Also, how do I get the reports to distribute mark-ups like I can in the Estimates tab?  At this point the Reports appears to only be a skeleton of a future feature that is yet to be developed.  

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  • Hello Walter,
    Reports and Estimates work a little differently in STACK.

    The Reports section is mainly for viewing and exporting quantities and cost data. It doesn’t distribute markups like the Estimate Worksheet does.

    If you want to apply and distribute overhead and profit, you’ll need to do that in the Estimates tab — that’s where markup functionality lives.

    You can see the available report options here:
    https://help-preconstruction.stackct.com/docs/reports

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