---
title: Reports
description: "**Objective**: In this video and/or step by step walkthrough, you'll learn about reports from the estimates screen [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Reports.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Reports.mp4) #### Reports Left click on the **Download Reports** button on the top of your screen ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_42-e1646411759401.jpg) #### Download Reports Window In the…"
url: "https://vectortakeoff.com/support/knowledgebase/reports/"
updated: "2022-03-29"
category: Estimate Screen
tags:
  - estimates
  - recaps
  - reporting
---

# Reports

**Objective**: In this video and/or step by step walkthrough, you'll learn about reports from the estimates screen

      [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Reports.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Reports.mp4)

#### Reports

Left click on the **Download Reports** button on the top of your screen

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_42-e1646411759401.jpg)

#### Download Reports Window

In the **Download Reports** window, there are 4 different reports to choose from:

- Download Summary
- Download Detail
- Download Current Screen
- Download Recap

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot-2022-03-04T113632.642.png)

#### Summary Report: PDF

The **Summary Report** can be generated as an **Excel** spreadsheet or **PDF** document

Left click on **Summary PDF**

Your download will appear at the bottom of your screen

When you open the **PDF**:

- The columns across the top are the same as the default columns you would see when opening the estimate screen for the first time or resetting your columns to default
- In each column is the same value as you would see on the estimate screen for each item displayed in bold black font
- Scroll down to see total is on the bottom

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_43-e1646412757213.jpg)

#### Detail Report: Excel

Left click on **Detail Excel**

Your download will appear at the bottom of your screen

When you open your **Excel** spreadsheet you'll see that the report is similar to the summary report except:

- There are now three additional fields available; Section, Page, and Assembly (Condition) in which the item is derived from
- If the item has multiple instances and is generated from more than one assembly, you'll see that item listed multiple times such as the install single door labor appearing twice in a list. The data is relevant to each instance individually
- The columns displayed are also the same as the default columns

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_44-e1646413601718.jpg)

#### Current Screen Report - Excel

Left click on **Current Excel**

Your download will appear at the bottom of your screen

When you open your **Excel** spreadsheet:

- The report displays item totals except, besides the default columns, it also will include whatever columns are activated on screen when the report is generated
- This report unlike the others contains **Waste %**, **Waste Qty**and **Total Qty**
- It will also respect items that are turned off and not include them in the report

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_45-e1646414821803.jpg)

#### Selecting Items for Reports

You can select specific items on your Estimate screen and once you run the report, only those items selected will be included on the report

For this example, two items have been selected, then we have clicked the **Download Reports** button, and selected **Current Screen**

On the downloaded spreadsheet you will see that only those items you selected are included on the report

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_46-e1646415126114.jpg)

#### Recap Report - Excel

Left click on **Recap Excel**

When you open your **Excel** Spreadsheet:

This report will take the same information displayed in your recap section and bring it out to a spreadsheet

This is the same data that we would see on the **estimate** screen when viewing our markup details in the recap session

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_47.jpg)