| To open External Report: In the Estimating Management Console, click the [External Report] button on the ribbon. Advantages of using External Report The data you generate for external reports remains available in a separate database, so you can use it with a variety of third-party reporting and business intelligence tools. In contrast, the data that Report Manager generates is removed as soon as you close the report. The tables that are available in External Report databases are the same as those available for Report Manager. For more information, see Using Sage Estimating Data on Reports. You can generate external report data for one estimate at a time in either of the following ways: - In the Estimating Management Console, by selecting a configuration from the Catalog pane and then clicking [Generate] for each estimate.
- In Sage Estimating, clicking Generate Data on the Reports ribbon to generate data for the current estimate.
You can also generate data for multiple estimates all at once by running the Estimating External Report Database Generator. Tip: If you need to generate data for a large number of estimates, consider creating a task in Windows Task Scheduler to generate the data only when no other users are working in Estimating. More Help with External Reporting: What is an external report database configuration? (SQL) Adding an External Report Database Configuration (SQL) Generating data for External Report databases (SQL) How do I configure External Reporting Configurations for Estimating 22.1 and later? (SQL)
[BCB:164:Chat Estimating US:ECB]
|