Sage Construction & Real Estate

When creating a list of Parts, SAGE includes all parts ever utilized. Is there a way to only list ACTIVE Parts? For example, in other screens there are options to filter a report by only Active Jobs or Current Employees. I do not see such an option…

Sage Estimating version 20.2 Does anyone know if it is posssible to e-mail a project file to another Sage user without them have a copy of the database? And if so what files do we send and will they be able to open the file with there Sage Estimating…

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…

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?

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…

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?

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

Prior to upgrading to SQL, I was able to attach an estimate spreadsheet to an email to send to a colleague for reviewing purpose. I have not been able to figure out how to perform this function over the last several weeks. I can use an assist in how to…

When I run the report now, the actual Phase Code numbers do not show up in the report, just the Description. Save it as pdf and go to edit the pdf, edit the cell where the descriptions are and it appears to be a muddle of the description and the number…

I am having trouble with setting up and saving spreadsheet reports. Minimize overlines does not work correctly, saved reports seem to randomly change on their own and I can't change the order in which columns are displayed. Anyone have a solution?

Does anyone have a lead on someone who could convert custom crystal reports that work with the pervasive database versions of estimating, to reports that will work with SQL? It would seem the reports have to be rebuilt once you upgrade to SQL. Quite frustrating…

I have the field <Company Name> on my header and it is not pulling the company name from the Estimate Info. I assumed it would pull the Your company Info Name but it is not. Thanks.