Exercise 1 — Create a Custom Register Report

You can configure the columns in your registers for reporting and run your own custom reports. Complete the following steps to configure and run a report from the CBS Register, using the Training Job:

1. Select Estimate>Cost Breakdown Structure (CBS).

2. Under Saved Views, Select CBS Simple View.

3. Hide the Optional Code column.

4. Add back in the Man-Hours (Total) and Man-Hours / UM columns.

5. Now add back in the Labor Total Cost, Owned Equipment Total Cost, and Materials Total Cost categories for reviewing the estimate.

6. Save the View (create your own name for the view).

7. Select Preview to view the report.

You should end up with the following results

Congratulations, you have completed this exercise!