A. Create Configurations (external reporting)

1. From “Management Console” (program)
2. Click, “External Report” (tab)
3. Right Click, “All Configurations” (folder on the left)
4. Click, New (menu)
5. Click, Configuration (menu)

6. From, “New External Report Database Configuration” (window)
7. Enter a name for the configuration
Type: ”Subcontractor_Bids” (example)
8. Enter a name for the new external report database
Type: “Subcontractor_Bids” (example)
9. Check, [x] “Include all estimates in the configuration.”
10. Check, [x] “Grant read-only access to the external report database to all users.”

B. Setup a Custom Sequence

1. From “Management Console” (program)
2. Click, “External Report” (tab)
3. Click, “Subcontractor_Bids” (example database on the left)
4. Click, Options (tab)
5. Click, Custom (bubble)
6. Click, […] (button)
7. Click, “Subcontractor” (field)
8. Click, -> (button)
9. Click, “Phase” (field)
10. Click, -> (button)
11. Click, [OK] (button)
12. Check, [x] “Combine Items” (if you don’t need to see detail to the item level)
13. Check, [x] “Include Overlines” (takeoff quantities are summarized if its set to automatically calculate)
Optional: [x] Round Quantities (for combined items)
Optional: [x] Generate Excluded Alternates (keep excluded alternates in the reporting dataset)
Optional: [x] Allocate Add-ons

14. Click, Estimates (tab)
Note: (first column) You can “include or exclude” estimates
Note: (second column) locked pencil icon means it won’t be reported till closed, and generated again
Note: (sixth column) shows if it requires re-generation, the refresh button will update the list
Note: (nineth column) You can “create filters” use the (first column) to select them

C. Run the “.exe”

Once the first configuration is setup, the “.exe” can be used to create a scheduled task
\ProgramFiles\Sage Estimating\Sage Estimating 22.1\Sage.Estimating.ExternalReportDBGenerator.exe

Note: All Estimators should close before running this “.exe”
Note: This “.exe” will automatically generate all reports for this configuration
Note: Management Console > External Report > Refresh to see which reports generated

The “.exe” can also be ran inside the "CMD window” with additional commands KB (116911)
The “.exe” can also be ran inside "Task Scheduler".

D. Setup a Scheduled Task, for the “.exe”

1. From, “Search” (windows)
2. Type, “Task Scheduler”
3. Right Click, “Task Scheduler Library” (left folder)
4. Click, “New Folder”
5. Type, “Sage Estimating”
6. Right Click, “Sage Estimating” (new folder)
7. Click, “Create Task”
8. Click, “General” (tab)
9. Type a name: “Sage Estimating Report Generator” (example)
10. Under Security Options:

If the “Scheduled Task” is on the same machine as “SQL Server Instance” click [x] do not store password
Otherwise, you need to click [Change User or Group.] with a “Estimating Administrator” windows user

11. Click, “Actions” (tab)
12. Click, [New..] (button)
13. Click, [Browse…] (button)
\ProgramFiles\Sage Estimating\Sage Estimating 22.1\Sage.Estimating.ExternalReportDBGenerator.exe
14. Click, [Open]
15. Optional: Additional arguments: can be added, KB (116911)
16. Click, “Triggers” (tab)
17. Click, [New..] (button)
18. Click, (Daily) (bubble)
19. Click, [OK] (button)

Note: You may need to enter the password to the windows user to run the “Scheduled Task”
Note: You can create a “SQL user” in “Management Console” > “Security Tab” under “New User”
Note: When the task runs it will wipe and recreate the reporting databases existing generated reports.