User's Guide

Jobs Analysis Report

Estimate Item Templates Analysis Report displays the quantities and rates that were used for estimating a group of jobs. The report presents the information for each Estimate Item Template that was used in the estimates and allows analysing the accuracy of the rates and/or job estimates.

  1. To open the report, click 'Estimate Item Templates Analysis' on the main screen of the Reports Module.

  2. Enter search criteria for the jobs if required and then click 'Build Report'.

  3. The report will be displayed on a new page in the browser.

    Each line in the report represents an item template that was used in a job estimate.

    The 'Quantity' column shows the total estimated quantity.

    The 'Rate' column shows the rate.

    Please note that the report ignores the rates entered in the estimates, so if a rate specified for an estimate item is different from the one of the template the item is based on, the template rate value will be used to build the report and the rate from the estimate item itself will be ignored. Also, the report ignores estimate items that are not based on templates.