Generate a takeoff report

Performing takeoff is only half of the story. Once we have our takeoff objects placed, our metadata set, and our groups and zones in order, its time to generate reports that produce actionable artifacts sourced from your takeoff data. Whether you need to create a bid proposal, material buyout, labor summary, RFQ, or any number of other documents, Canaveral helps you turn your takeoff data into documents that help you get your work done.

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Trigger the Export takeoff modal

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Configure report content

Clicking on either of the buttons mentioned above will open the Export Takeoff modal. There’s alot going on here, so lets go through the sections step by step.

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File name and format

Near the top of the Export Takeoff modal, edit the file name and desired format for your exported file. The file name will default to a YYYY-MM-DD string appended with the project name and takeoff at the end, but you can edit to your liking. Supported formats are CSV, Excel, and PDFs. Next is the action buttons, Add block , Add page, and Add filter section.

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Blocks

Clicking Add block opens up our available blocks panel. Choose from ductwork or piping related tables, headers or raw text blocks, or a number of other blocks useful for specific facets of Mechanical estimating.

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Pages

Clicking Add page adds a new page when creating a PDF report, or a new tab in a CSV or Excel sheet. When your report configuration has more than one page, you will see the pages widget on the left of the blocks content. Click a page button to see the content for that page. Drag and drop blocks between pages for easy layout editing.

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Filter sections

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Data tables

Data tables in Canaveral are blocks that display takeoff data. There are numerous data table blocks described above. They typically look like this, with identifier columns on the left and metadata and price columns on the right. Columns in data tables are configurable. Grayed-out columns are required, but other columns are removable, and all columns can be rearranged to different orders within the table.

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Finalize & Export

When you are ready to generate your report, click the Export button. Once exported, the file will download to your local computer automatically. The file can also be found going forward in the Files section of the project page in your dashboard. It can also be found in the Files page as well, visible to your entire team and always connected to the project in perpetuity.