Help center / Claimsfy Estimate

Printing and downloading reports (Estimate)

Claimsfy Estimate

In Claimsfy Estimate, Reports has only the estimate reports.

  • 🖨 Print prints the report on screen. If no print window opens (some browsers block it inside other pages), use ⬇ Download › PDF and print the PDF.
  • 🖨 Print options… opens the print window: pick a format (or Pick reports…), the line item columns and grouping, and the paper, then 🖨 Print, ⬇ PDF, ⬇ Excel, ⬇ Word or ⬇ CSV. The same window opens from 🖨 Print… on the Estimate tab.
  • ⬇ Download: PDF, Excel (.xlsx), CSV, Word (.doc), text, or copy. Excel and CSV carry every table in the report with plain numbers.
  • The logo, header and statements come from the report profile in ⚙ Settings.