Hello,
I need to produce a file for export to excel that includes high level items such as job number, total estimate, and JTD cost, but also includes low level items including a few specific cost codes, and subcategories for materials and labor.
I have not been successful in adding the cost codes or categories to existing higher-level files such as (for example) the Job Overview, as the lower level items I need to add are not included in the options to "insert a column."
I am trying to do this with Inquiry Assistant, although I am open to using Reports, or whatever will work!
I believe this is probably a simple problem and I am just missing a step or trying to add these lower level items to the wrong higher level file. Any help would be greatly appreciated, thank you.