A configuration contains the following information:

• A name for the configuration.
• A name for the external report database you will generate.
• Whether to use the selected estimate’s current sequence or a custom sequence you specify. The sequence determines how items are processed and the content of overlines, if you choose to include them.
• Whether to combine items on reports. Items can be combined if all the following fields have matching values: phase code, item code, item description, takeoff unit, order unit (each category must match), price (or lump sum amount), subcontractor, or bid grid.
• For combined items, whether to round quantities for the included estimates when you generate data.
• Whether to allocate add-ons.
• Whether to include overlines. Data is generated for every sort sequence overline, including category totals, description, quantity, unit, and notes.
• Whether to include or exclude items that are assigned to alternates based on the alternate status.
• The estimates for which to generate data, and whether to automatically generate data for new estimates in the external report database (including imported, copied, and merged estimates).
• The non-administrative users that will have read privileges for the generated data.

Learning about External Report (SQL)