WinEst User-Defined Filters and Advanced Reports

WinEst User-Defined Filters
and Advanced Reports
Ken Regier
Sr. Business Consultant
Trimble Buildings
Complete & Connected Workflow
Concept
INITIATE
Engineering
& Design
Build
DEVELOP
DESIGN
COORDINATE
SCHEDULE
Handover
ESTIMATE
PREPARE
LAYOUT
MANAGE
Operate
DELIVER
Overview
 Filters, views and reports
 Estimate sheets views are used to organize
and display information for the estimator and
for reporting
 Printing reports using page styles
 Custom reports using Microsoft Word and
Excel
 Custom commands for one-click export
Learning Objectives
▪ Understand how Estimate Sheet Filters are
used and customized
▪ How to customize Totals Page Filters
▪ Know how filters work with Page Styles to
generate Standard Reports
▪ Basic understanding of how to create Custom
Reports in Word and Excel
▪ How to create Command Buttons for singleclick Exporting
Estimate Sheet Filters
Filter using a
standard WBS
to display the
estimate
broken out by
Work Phases
Estimate Sheet Filters
Filter using a
hierarchical
WBS to
display the
estimate
using
Uniformat
Estimate Sheet Filters
Creating a Filter
 Column Layout
 Sorting
 Conditions
 Restrict List
 Page Style
Totals Page Filters
Example of the Standard
Totals Page filter
Markup types are
 Net Markups
 Gross Markups
 Sales Tax Markups
 Step Bonds
Totals Page Filters
Customizing a Totals Page
Filter
 The Columns data
controls which fields are
displayed
 The Layout option allows
you to insert items
 Page Style lets you set a
specific print style
Totals Page Filters
Example of a customized
Totals Page filter
 Summary Table on top
 Followed by Net
Markups
 And Gross Markups
 In tabular format
Standard Reports
Standard reports are
generated by using a
combination of a filter and a
page style
 The filter provides the
content and formatting of
columns
 The page style provides the
formatting for the print
engine
Standard Reports
Filter column formatting to
display currency symbol
and show decimal places
Columns can be moved
and resized so they display
nicely in reports
Set column heading text as
desired
Standard Reports
Customizing a Page Style
is where you make settings
for the print engine
There are numerous
options and these can be
saved as a custom style
and used for specific
reports
Standard Reports
Report chains allow
 Estimate sheet filters
 Totals page filters
 Database reports
 Estimate reports
 Estimate tables
Standard Reports
Report menu







Chains
Custom reports & forms
Totals page
Estimate items
Estimate tables
Estimate mixes
Database reports
Custom Reports in Word
You can generate a
report in Word by
 Using pre-defined
report templates
 Creating a custom
template
Custom Reports in Word
 Edit the rtf file using
Word
 Enter tags to generate
data from the estimate
 Complete list of tags in
WinEst Help under
Custom Reports
Custom Reports in Excel
You can generate a report in Excel by
1. Sending any filter to Excel with 1 click
2. Using pre-defined report templates
3. Creating a custom template
Let’s take a look!
Custom Reports in Excel
You can generate a
report in Excel by
 Sending any filter
to Excel with 1
click
 Using pre-defined
report templates
 Creating a custom
template
Custom Reports in Excel
Here is a view of
using tags in an
Excel spreadsheet
to generate data
from WinEst
Custom Reports in Excel
Excel report populated
with data from WinEst
tags in the Data sheet
Custom Command for Exporting
You can make a toolbar command button to export any of
your Excel reports with one-click
 This is a command button
to export a multi-tab Excel
workbook
 Note too that a command
button is used to link to
Prolog with a single click
Questions
We covered…
• Estimate Sheet Filters
• Totals Page Filters
• Standard Reports
generated from those filters
• Custom Reports in Word
• Custom Reports in Excel
• Custom Commands for
exporting to Excel
WinEst Filters and Advanced Reports
Thank You!
Ken Regier
Sr. Business and Education Consultant
Trimble Buildings
[email protected]