• Embedding images in shared estimate reports for Sage Estimating 20.1

    Hi all, I have been tasked with cleaning up some of the unknowns within Sage Estimating for our company. We are currently using the latest Sage Estimating 20.1 within Sage 300 CRE and since the update we have had some issues with our reports. The saved…
  • Estimating reports into Power BI

    Hello, I’m new to Sage and looking to access estimates through Power BI. I’ve connected through ODBC, but I do not see how to get estimate information, only Database information. any ideas?
  • Reporting - General

    Hello, Does anyone know of some standard documentation or videos that comprehensively discuss the native reporting applications in Estimating 19.12? I'm putting together some training for Estimators in my company and I'd not like to recreate the wheel…
  • Are you able to print only item notes from an Estimate

    I'd like to create a print view of only line item notes (not the line items themselves). We're planning to use the notes field to generate specific instructions to outside contractors. Is this possible?
  • upgraded from 18.12 to 20.1 all report layouts show under layouts but they are all wrong

    We upgraded Estimating last night and now any report layout you choose the previous settings are gone