- Which takeoff and estimating software will integrate with Sage?
- TradeTek reports can be exported to a CSV file that can be imported directly into Sage.
- What takeoff and estimating software will integrate with QuickBooks?
- TradeTek reports will export to a CSV file that can be imported directly into QuickBooks.
The Connect QuickBooks plugin in the Store panel integrates TradeTek and QuickBooks Online.
Pull Product and Services data from QuickBooks into a TradeTek List.
Perform takeoff and generate report suitable for upload into QuickBooks.
Generate Estimate line items in QuickBooks Online from a TradeTek Report.
- Which takeoff and estimating software will integrate with BuilderTrend?
- TradeTek reports can be exported to a CSV file that will import directly into BuilderTrend.
- Which takeoff and estimating software will integrate with ECI Spruce?
- TradeTek reports can be exported to a CSV file that will import directly into ECI Spruce.
- Which takeoff and estimating software will integrate with Sapphire?
- TradeTek reports can be exported to a CSV file that will import directly into Sapphire ERP.
- I set Report Resolution in Preferences to Best, but the View panel is unreadable.
- TradeTek is capable of generating very high resolution output to take advantage of high
resolution and 4K monitors.
For a low-resolution monitor, use 'Good' resolution for improved results.
Otherwise, thin lines in a high resolution image may disappear completely on a low
resolution monitor.
Click here for more details: system-requirements
- My Export Reports to Excel is not working, how do I fix this?
- TradeTek automatically searches for the Excel program in the default saved location on
your computer.
If Excel is not saved in this location, launch TradeTek and navigate to the Preference
dialog to map where Excel is saved.
From the Preferences dialog click the Excel Location button.
If the path is blank. Click Select to find its location to map to your Preferences.
Click here for more details: preferences.mp4
Click here for more details: report-export-excel.mp4
See TradeTek User's Guide – Report Actions Button Group: TradeTek-User-Guide.pdf
- How do I export reports to Excel in TradeTek?
- Navigate to the Report tab.
From the Build tab, ensure the View As: Excel radio button is selected.
This can be found in the Report Tools right side panel.
From the View tab, click the Export to Excel button located in the Report Action button
group to export the selected report into an Excel spreadsheet.
Before exporting to Excel, Macros must be enabled.
When the report is exported to Excel, a copy is automatically saved to your desktop.
Click here for more details: report-export-excel.mp4
See TradeTek User's Guide – Report Tab – Report Actions Button Group: TradeTek-User-Guide.pdf
- Can I change my report preferences?
- Open the Preference dialog from the File drop-down menu to edit your preferences.
The Separate CSV Columns radio button selection determines the format of exported
CSV report files.
The Images in Excel Workbook radio button selection determines if images that are
included in exported excel reports are embedded in the Excel file or are linked in
the file to an image stored on your computer.
In the Report Resolution drop-down menu, choose either Good, Better, or Best resolution.
In the Screen Images drop-down menu, choose either Good, Better, or Best resolution
for screenshot images.
Click here for more details: preferences.mp4
See TradeTek User's Guide – Preferences: TradeTek-User-Guide.pdf
- Can I create or customize my own reports in TradeTek?
- Yes. The report builder is simple and easy to use.
You can create as many custom reports as needed or edit one of the pre-built
ready-to-go reports included with the software.
Click here for more details: report-page-setup.mp4
TradeTek User's Guide – Report Tab: TradeTek-User-Guide.pdf
- Which takeoff and estimating software will integrate with Epicor?
- TradeTek reports can be exported to a CSV file that can be imported directly into
Epicor Bistrack.
- How do I filter out certain information from my report?
- From the Report tab, click on the Build tab and navigate to the right side Report Tools
panel and Group Box Items. Click the Filter button to launch the Filter Group Body dialog.
In the Filter Group Body dialog, you can enter conditional statements that when evaluated
to true will filter that item out of reports. See the User's Guide for an example.
Next, click on one of the operator buttons to add to the statement (=, <>, <, >), in
the Property Value input type the property value that will evaluate to a true statement,
then click the Add button at the bottom left corner of the dialog to add the conditional
statement then click OK to close the dialog.
To delete a conditional statement, select the checkbox to the left then click the Delete
button.
Click here for more details: report-filters.mp4
See TradeTek User's Guide – Report Tab – Right Side Panel: TradeTek-User-Guide.pdf
- What information is displayed in the Report Page Item area?
- From the Build tab, the Report Tools are located on the right side panel.
The Page Items button group contain the tools related to Report Page Items.
- Address
- Page Footer
- Date
- Time
- Page #
- Total Pages
- Text
- User
- Formula
- Page # of #
- Connectors
- Delete
- Job Name
- Job Note
View As:
- Excel
- CSV
- PDF
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- How do I add an address to my report?
- Navigate to the Report tab and select the Build tab.
To display an address from the Address Book, click the top left starting cell and then
click the Address button. Displaying an address requires four available rows.
To add or manage contacts in your Address Book, see the User's Guide, Help Videos or
this Q/A Database.
Click here for more details: report-page-items.mp4
Click here for more details: report-address-book.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- How do I edit report cell properties in TradeTek?
- The right side Report Tools panel is where all report tools are located that are used
to construct or modify report layouts.
Click the Cell Property button to set the selected cell format, fill color, text color,
cell borders, text type, size and formatting, vertical and horizontal justification,
add an image, merge cells and row and column width adjustment
(hold down the Shift key for faster adjustment).
Check the Resize All Cells check box to change all row and column widths at the same time.
Click here for more details: report-cell-properties.mp4
See TradeTek’s User Guide – Report Tab – Right Side Panel: TradeTek-User-Guide.pdf
- How do I add a formula to a report cell?
- Navigate to the Report tab, from the Build tab you will find the Report Tools
located on the right side panel.
To add a formula to a cell that will display a calculated value, select the appropriate
cell, then click the Formula button.
Click the Select Function drop-down menu to add a value to the equation and click the
operator buttons to add an operator to the equation.
If the report has generated sub-totals, all sub-total instances are individually
available to choose from.
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- Can I preview my report before exporting?
- Yes, navigate to the Report tab, from the Build tab you will find the Report Tools
located on the right side panel.
From the Page Items button group, select the desired View As format radio button and
toggle between the Build tab and View tab to preview the Report.
- Excel
- CSV
- PDF
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- How do I export a report to a CSV file in TradeTek?
- Navigate to the Report tab.
From the Build tab, ensure the View As: CSV radio button is selected.
This can be found in the Report Tools right side panel.
From the View tab, click the Export to CSV button located in the Report Actions button
group to export the selected report into a CSV file (no formatting is retained).
When the report is exported to CSV, a copy is automatically saved to your desktop by
default. You can change the file save location by updating your Preference Default
Export Location.
Click here for more details: report-export-csv.mp4
See TradeTek User's Guide – Report Tab – Report Actions Button Group: TradeTek-User-Guide.pdf
- I don't see a property column name from the Report Group drop-down menu?
- Properties must first be added to either an assembly in the Template tab or to one of the
takeoff tools in the Set Default Property tab of the Template tab.
Click here for more details: report-groups.mp4
See TradeTek’s User Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I edit the Report Group Body Column display in TradeTek?
- Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
In the Column Property area of the Report Group dialog, select a report column from
the Column drop-down menu and then select the Property to be displayed in that column
in the group body. See the User's Guide for an example.
Click here for more details: report-groups.mp4
See TradeTek’s User Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- Can I round report quantity values in TradeTek?
- Yes. Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
From the Report Group dialog, if the Roundup Quantities check box is checked, all quantity
values displayed in the “Qty” column will be rounded up to the nearest whole number.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- Why does my report say 'Invalid Report Design. Check Level Filters in Group'?
- Perhaps you need to set the Group Report Level - Property - Filter(s).
Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
Click the Group button located in the Group Box Items button group to launch the Report
Group dialog.
From the Report Group dialog, be sure the correct property value is selected from the
drop-down menu.
Next, click the Filter button to the right of each Property drop-down menu and check all
of the property values that you would like to be included in the report.
Click the Done button to close the dialog.
See the User's Guide or Help Videos for a Group Box example.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I manage what information is displayed in the Report Group Box section?
- Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
Property filters allow you to choose the property values that will be displayed in the group.
From the Report Group dialog, click the Filter button to the right of each Property drop-down
menu and check all of the property values that you would like to be included in the report.
See the User's Guide or Help Videos for a Group Box example.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I use the Consolidate Quantities function in the Report Group area?
- Navigate to the Report tab, select the desired report from the left side panel and from
the Build tab you will find the Report Tools located on the right side panel.
If the Consolidate Quantities check box is checked, the quantities of all like items will
be combined.
In order for items to be consolidated, all property values in the report body columns
displaying text properties must be identical.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I hide Report Group areas in TradeTek?
- Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
From the Report Group dialog, if the Hide Group check box is checked, all group areas
will be hidden in the View tab of the report.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I add a page footer to my report in TradeTek?
- Navigate to the Report tab, from the Build tab you will find the Report Tools located on the
right side panel.
You can optionally add a page footer that will be displayed at the bottom of all PDF reports
by clicking the Page Footer button and selecting the desired number of page footer rows.
Any page items that are added to the page footer will be displayed at the bottom of each page
in PDF reports.
Select a cell and then click the Date, Time, Page #, Total Pages, Page # of Total Pages #,
User Name or Job Name display those values in the selected cell.
To add custom text to the page footer, click to select the cell within the footer, click the
Text button located in the Page Item button group. Format as desired.
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- How do I enable Excel Macros to export my report?
- Before exporting a report to Excel, Macros must be enabled.
In Windows, perform the following steps ensure the Macros are enabled:
- Launch Microsoft Excel and open a blank workbook.
- From the File menu on the left, scroll down and click on Options.
- Select Trust Center and then click on Trust Center Settings.
- Select Macro Settings panel and click the Enable All Macros radio button.
- Select Trusted Locations panel and set the Allow Trusted Locations checkbox.
- Click OK twice to close the Trust Center.
- Now quit Excel.
On macOS, perform the following steps to ensure that Macros are enabled:
- Launch Excel and select Preferences from the Excel menu.
- On the Security panel, set Enable All Macros and then quit Excel.
- If the settings fail to take effect the first time, repeat steps one and two.
When the report is exported to Excel, a copy is automatically saved to your desktop.
Click here for more details: report-export-excel.mp4
See TradeTek User's Guide – Report Tab – Report Actions Button Group: TradeTek-User-Guide.pdf
- How do I export reports to PDF in TradeTek?
- Navigate to the Report tab.
From the Build tab, ensure the View As: PDF radio button is selected.
This can be found in the Report Tools right side panel.
From the View tab, click the Export to PDF button located in the Report Actions button
group to export the selected report into a PDF file.
When the report is exported to PDF, a copy is automatically saved to your desktop by
default.
Click here for more details: report-export-pdf.mp4
See TradeTek User's Guide – Report Tab – Report Actions Button Group: TradeTek-User-Guide.pdf
- How do I edit or modify the Report Group Header section in TradeTek?
- Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
In the Header Rows drop-down menu, choose the total number of rows to be included in
the header area.
To the right of the Header Rows menu in the Data Row drop-down menu, choose the relative
header row number that the group instance property label will be displayed in.
You can also add cell formatting, formatted text or reference property values in any open
cells in the group header.
Click here for more details: report-groups.mp4
See TradeTek’s User Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- Can I add a footer to each Report Group Body section in TradeTek?
- Yes. Navigate to the Report tab, select the desired report from the left side panel
and from the Build tab you will find the Report Tools located on the right side panel.
From the Report Group dialog, in the Footer Rows drop-down menu, choose the total number
of rows to be included in the group footer. If a group footer is not desired, set the
Footer Rows to 0.
Group footers can optionally include group sub-totals.
In the Footer Subtotals area of the dialog in the Column and Row drop-down menus,
choose the column and relative footer row where the calculated sub-totals will be displayed.
Set the Include SubTotal check box to display sub-totals and un-check to hide them.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I add row numbers to my report in TradeTek?
- Navigate to the Report tab, select the desired report from the left side panel and from
the Build tab you will find the Report Tools located on the right side panel.
Group body row numbering can optionally be added.
Row numbers will be displayed in column 1 and the column cannot be used to display any
additional data (the first available data column will be column 2).
If group body row numbering is desired, from the Report Group dialog in the Column 1
Row # area of the dialog, select either the Per Group or Per Report radio button.
If Per Group is selected, the group body numbering will start back over at 1 in each
report group instance.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I manage my Report Files side panel in TradeTek?
- The left side Report Files panel is where all created report files are located.
Click on the report name to display the report in the main area.
The Report Files side panel contains 8 report related buttons:
Add Report: Click this button to create a new report file.
In the Name Report dialog, give the report a name and then click OK to create the report.
Clone Report: To clone (make a copy) of an existing report, select the report in the Report
Files side panel then click the Clone Report button.
Name the cloned report, then click OK to create the new report.
Property: To rename an existing report, select the report in the Report Files side panel
then click the Property button. Rename the report, then click OK to save the change.
Delete: To delete an existing report file, select the report in the Report Files side panel
then click the Delete button.
Import Report: To import a report file that has been exported from another computer, click
the Import Report button, navigate to and select the report file to be imported, then follow
the prompts. Double clicking on the report file will automatically import it.
Export Report: To export a report file to be imported by another computer, select the report
in the Report Files side panel then click the Export Report button and follow the prompts.
Up / Down: To reposition a report in the side panel list by moving it up/down one row.
Click here for more details: report-side-panel.mp4
See TradeTek User's Guide – Report Tab – Left Side Panel: TradeTek-User-Guide.pdf
- Where can I find all my reports in TradeTek?
- Navigate to the Report tab.
All reports are listed in the left side Report Files side panel.
Click to select the report you would like to view or edit in the main area.
Toggle between the View tab and Build tab.
Click here for more details: report-side-panel.mp4
See TradeTek User's Guide – Report Tab – Left Side Panel: TradeTek-User-Guide.pdf
- Can I create a custom report in TradeTek?
- Yes. Navigate to the Report tab and from the Report File left side panel, click either Add
Report or Clone Report. Name the report and select the Build tab.
New report layouts are initially created with 5 columns and 20 rows, these numbers can be
adjusted as needed. Utilize the Report Tools right side panel.
Most reports will consist of a header area, group area (where job data is displayed) and
summary area on the last page. It’s best to think about laying out reports from the top down.
Set your column widths based on the job data that will be displayed in each column, then
create your report header with any logos, images, text labels, address display area or any
other company information.
Once the header is complete, then add the group body (with optional page footer) and then
add any sub-totals or totals in the summary area.
Click here for more details: report-view-build.mp4
See TradeTek User's Guide – Report Tab – Build Tab: TradeTek-User-Guide.pdf
- What's the difference between the Report View tab and Report Build Tab in TradeTek?
- The Build tab is where the report layout is created, modified or where displayed properties
are set by utilizing the Report Tool right side panel.
In the View tab, you can see a preview of what the report will look like when exported to
the selected format. All exported reports are from the View tab.
Click here for more details: report-view-build.mp4
See TradeTek User's Guide – Report Tab: TradeTek-User-Guide.pdf
- How do I change my report page size in TradeTek?
- The right side Report Tools panel is where all report tools are located that are used to
construct or modify report layouts.
Click the Page Setup button to set the page size by selecting a pre-defined size from the
drop-down menu or select Inches or MM then enter a custom page width and height in the W
and H inputs fields.
Set the page margins, orientation and change the number of columns and rows in the layout.
Click here for more details: report-page-setup.mp4
See TradeTek User's Guide – Report Tab – Right Side Panel: TradeTek-User-Guide.pdf
- How do I add or edit report images in TradeTek?
- To add an image to a report, the image(s) must first be imported to the Report Images Library.
Click the Report Images button found in the Report Actions button group.
Click either the Add button to add a new image or select an existing image form the list and
click Edit to launch the Image Editor dialog.
In addition to adding single images, the Image Editor dialog allows you to construct a logo
with an optional foreground and background images, border formatting, background fill color
and up to four separate lines of text.
When the Image Editor dialog is launched, a sample logo is displayed with a background fill
color, border edge formatting and four lines of text.
Click here for more details: report-images.mp4
See TradeTek User's Guide – Report Tab – Report Action Button Group: TradeTek-User-Guide.pdf
- How do I add a property value reference to a report?
- From the Report Build tab, navigate to the right side Report Tools panel and Group Box Items.
Click the Prop Value Ref button to launch the Property Value Reference dialog.
This will allow you to display the value of a property in the group body only.
In the Column and Row drop-down menus, select the relative group body column and row where
the property value will be displayed.
In the Property drop-down menu, choose the appropriate property and optionally add prefix
or suffix text to be displayed before or after the property value.
Click the Add button to add the property value reference to the cell.
To clear the cell select it, click the Prop Value Ref button, and then click the Delete button.
Click here for more details: report-property-value-ref.mp4
See TradeTek User's Guide – Report Tab – Prop Value Ref Button: TradeTek-User-Guide.pdf
- I'm not able to add a report page item to a Report Group Body.
- Page items can be added above or below the group body area (not within the group body).
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- I don't see my footer displayed on my Excel or CSV report?
- Report Page Footers and Page Number Items are only visible when the report is exported in
PDF format.
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- Can I add custom text or verbiage to my report?
- Yes, navigate to the Report tab, from the Build tab you will find the Report Tools located on
the right side panel.
Click to select the desired cell to add text.
Click the Text button found in the Page Items button group.
You can either type the desired text into the Page Item Text dialog or select a predefined
Property Name from the Global Properties drop-down menu.
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- How do I add or edit contacts in the Report Address Book in TradeTek?
- Navigate to the Report tab.
Users will find the Report Actions button group located at the top of the page.
The Address Book stores a list of contacts that can be displayed in reports.
To add a new contact or to edit an existing contact, click Address Book button to
launch the dialog.
Select the Add button and enter up to four lines of text for each contact.
The selected contact will be displayed in one column of the report in four contiguous
rows.
Click here for more details: report-address-book.mp4
See TradeTek User's Guide – Report Tab – Report Actions Button Group: TradeTek-User-Guide.pdf
- How do I add or edit the Report Group section in TradeTek?
- Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
From the Group Box Items button group, select the Group button to launch the Report Group
dialog. A report must have at least a level one group defined and can optionally have up
to three nested levels of grouping.
Report items are grouped based on property values that exist in each line item in the report.
By default, the level 1, 2 and 3 labels will display the group instance names at the top of
each group.
See the User's Guide or Help Videos for a Group Box example.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- What information is displayed in the Report Group Header area?
- By default, the report group area consists of a group header, group body and optional
group footer.
All information inside of the group area is included in each generated instance of
the groups in the report.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I edit the Report Group Body rows in TradeTek?
- Navigate to the Report tab, select the desired report from the left side panel and from the
Build tab you will find the Report Tools located on the right side panel.
In the Start Row drop-down menu, choose the starting row in the report for the group area.
In the Body Rows drop-down menu, choose the total number of rows to be included in the body
area. Typically, this will be set to 1.
To the right of the Body Rows menu in the Data Row drop-down menu, choose the relative body
row number that the data will be displayed in.
You can also add cell formatting, formatted text or reference property values in any open
cells in the group body.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I add a formula to a Report Group area in TradeTek?
- Navigate to the Report tab, select the desired report from the left side panel and from the
Build tab you will find the Report Tools located on the right side panel.
Horizontal group body calculations can optionally be added in a column.
For example, if the “Qty” property values are displayed in column 2 and the “Cost Each”
property values are displayed in column 3, you may want to set up an “Extended Cost”
horizontal calculation to be down menu choose the column where the calculated values will
be displayed.
From the Report Group dialog, in the Select drop-down menu choose a property value to be
inserted into the calculation formula and click the operator buttons to insert an operator
into the formula.
In this example, the horizontal calculation formula might be {Qty} * {Cost Each}.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- How do I remove or delete an image from my report?
- From the Report tab, select your desired report and click on the Build tab.
Click on the top-left corner of the image to select the cell within your report.
Next, navigate to the right side Report Tools panel.
Click the Image icon located in the Cell Property group to launch the Select Image dialog.
Click the None button to remove the selected image from your report.
Click here for more details: report-cell-properties.mp4
See TradeTek User's Guide – Report Tab – Right Side Panel: TradeTek-User-Guide.pdf
- How do I add a Job Note to my report in TradeTek?
- Users can add Job Notes from the Home tab by selecting the Property button located in the
Job button group to launch the dialog.
From the Job Property dialog, add any notes to the Note: body area. Click OK to save.
Next, navigate to the Report tab and the Build tab.
Click on a report cell to selected it.
From the right side Report Tools panel, click on the Job Note button found in the Page Items
button group to launch the dialog. Click OK to add it to the report.
From the View tab, you can now see the referenced Job Notes listed.
Click here for more details: report-page-items.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- How do I add a group footer to my report in TradeTek?
- The group area can optionally include a group footer.
Navigate to the Report tab, from the Build tab you will find the Report Tools
located on the right side panel.
Click the Group button located in the Group Box Items button group to launch the Report
Group dialog.
In the Footer Rows drop-down menu, choose the total number of rows to be included in the
group footer. If a group footer is not desired, set the Footer Rows to 0.
Click the Done button to close the dialog.
To add custom text to the group footer, click to select the cell within the footer,
click the Text button located in the Page Item button group. Format as desired.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- Can I connect calculated data between my reports in TradeTek?
- Yes, the Report Connector tool will take a calculated value from one report to be displayed in another report.
Navigate to the Report tab and select the report from the left side panel that contains the value you would
like to display in another report.
From the Build tab, click the Connectors button found in the Page Item button group to launch the dialog.
From the Report Connector dialog, click the Output button and fill in all corresponding information in the first
available row. A Connector can only refer to rows above or below the Group area. Click OK to close the dialog.
Next, select the report you would like to connect to from the left side panel. Follow the same step to launch
the Report Connectors dialog. Click the Inputs tab and select the first available row and select the report
from the drop-down menu. Again, only reference rows above or below Group area. Click OK to close the dialog.
Click here for more details: report-connectors.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- What's the difference between the Report Connector Inputs / Outputs tab in TradeTek?
- The Outputs tab correlates to the report that the shared value is coming from.
The Inputs tab correlates to the report that the shared value is to be displayed.
Click here for more details: report-connectors.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- Why can't I see the Report Connector value in the connected report?
- Perhaps you are viewing the report from the Build tab display?
Once you've connected your reports, select the View tab to generate the report. You should
now see the stored value in the indicated cell.
Click here for more details: report-connectors.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- Does it matter which Report Connectors report I connect first?
- Yes, its important to remember that the calculated value from the source report must be
generated first.
Once the source report has the calculated value, users can follow the Report Connectors
steps to grab this generated value to be displayed in another report.
Click here for more details: report-connectors.mp4
See TradeTek User's Guide – Report Tab – Page Items: TradeTek-User-Guide.pdf
- Why doesn't my report display any items in the Group Body section?
- Perhaps you set several rules to define and further filter out data from the report.
Navigate to the Report tab, select the desired report from the left side panel and
from the Build tab you will find the Report Tools located on the right side panel.
The first filter function:
The Property/Value filtering from the Group Report dialog is done first. This function shows
what to include in the report.
See the User's Guide, Help Videos or this Q/A Database on additional information on how to set
Group Report filters.
The second filter function:
And then some of those rows can be filtered out more by using the Filter rules defined in the
Filter dialog. This function is telling the software what to exclude from the report.
To access the Filter dialog, click on the Filter button located in the Group
Box Item button group to launch the Filter dialog.
Click here for more details: report-groups.mp4
See TradeTek User's Guide – Report Tab – Group Box Items: TradeTek-User-Guide.pdf
- Can report data be use in a Takeoff property?
- Data generated to a report cell can be stored in an Output connector. If the name of that Connector
uses the format GBL:PropName, then the data is also stored in the Global property named PropName.
To use a Global property in a Takeoff or SubItem property formula, use the reference format [GBL:PropName].
- What version of Excel do I need when exporting reports from TradeTek?
- TradeTek is designed for and tested with Excel included in Microsoft 365.
It should work with Microsoft Excel 2016 or later on macOS or Windows.
Although not tested, most TradeTek features may work with older versions of Excel.