Feature Requests
Shane Prescott - Shasta Landscaping, Inc. Options to Export into Excel with simpler formats
Can we have the option to export our takeoff quantities into excel in a more simple format? or customizable settings for this?
For example; when we export to excel, I would like to have the option to see my items, with the total quantity of that item, separated by folder. I would rather not see all of sub-counts, and extra info on the spreadsheet. It also includes the complete folder locations on each of your line items names, something I have to delete every time.
Good feedback Shane. We will discuss some additional features we can add here. Currently our Reports grid exports with some default settings. We'll give you guys more control over that.
Shane, thank you for posting that about Excel export. I was going to mention that as a suggestion, too.
Currently, the default export on the grid we have has the arrows "->" to how indentation. We're thinking to change and instead use some Excel styling for indentation (see screenshot below). It's like spaces on the front of indented rows, but not actual spaces, so it doesn't interfere with the actual text. This one is not filtering out the "section" data yet, but we'll add more options for that as we go:
Thanks, Heber! That is a good idea and will help us for sure. Thank you!
One of the most common questions I get is 'Can I print my report? They have asked for the export to excel to look as nice as the reports do. Can we add a Print option to reports?
Sorry everyone, It's almost hard to explain asking for something to be less complex. I hope I can articulate this well enough.
When we export to excel, we don't want to see all of the individual points and counts. I only want to see the item that we counted, with the total quantity for that item. The extra data (sub-counts) causes the exported excel spreadsheet to be 10,000's to 100,000's of lines long. And I cannot copy and paste onto a new spreadsheet without all that extra data going along with.
On the example Heber posted, I highlighted the data/lines I don't want to see on the exported sheet. Hopefully this makes sense.
Yeah I encounter this as well when exporting to Excel.
It's a data overload of sorts where all the sections of each takeoff object come up on every cell, when I only want the takeoff object's totals.
I think he wants the exports to reduce how much of the takeoff data it's shooting over, and that would help me as well.
For example, if on the reports tab, my Default Expand To level is set to 'takeoff' like this...
...I want the exported report to come across the same way. I don't want to see all of the takeoff object's children/sections on the Excel export the way it currently does:
