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
Lets 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
ken_regier@trimble.com