Material Costing
      Back to home
      1. LearnCQ
      2. QuoteCQ
      3. Material Costing

      QuoteCQ: How to Use the Report Builder

      CalcuQuote now allows you to export a costed BOM with the information that is important to you

      To create and export your custom Costed BOM, navigate to the Material Costing tab's Actions > Report Builder.

      The system will display the Report Builder screen. This screen shows all available columns to export. 

      1. Notice the Hamburger icon in the top right corner of the table. Click on it and select the Columns yo be displayed and hidden in the report.
      2. Once you decided the columns to be included in the report, move them as you wish in the table to give them the position that you prefer.
      3. Once you have the table as you like it, navigate the the bottom right corner and click on Export to download the report.

      Note: only CSV format is available at the moment.

      Save your Custom Report

      The Report Builder will allow you to save the custom costed BOM table to be used in other RFQs. 

      1. Once you have selected the columns and their positions, navigate to the "+" icon in blue in the top right corner.
      2. Enter the name for your report and hit the check icon. 

      The report will be then listed within the saved reports and will be available in all RFQs.