Customizing Report Output

This article covers how to configure and export reports in Stimaro — selecting a template, setting its options, applying your Brand Kit, choosing a format, and combining templates into a single package.

The Reports workspace

The Reports tab has three panels: the template list on the left (built-ins first, then your own), a live preview in the center that updates as you change settings, and the inspector on the right with configuration options, Brand Kit controls, and the export button. If no template is selected, the inspector prompts you to pick one.

Step 1: Select a template and review the preview

Click a template in the left panel. The center panel renders a live preview using your project's data — scroll through to see how it populates. The inspector header shows what the template produces (an estimated page count and the sections included) and a one-line description.

Step 2: Set the recipient (client-facing templates)

Templates addressed to a client or vendor — Proposal Letter, Bid Form, Schedule of Values — show a Recipient field with a Required badge until one is selected. Pick the customer or vendor from the dropdown; if they're not listed, add them in the Customers or Vendors library first. The export button stays disabled until a required recipient is set.

Step 3: Fill in "Prepared by" (signature templates)

Templates with a signature block show a Prepared by field. The name you type appears on the signature line of the exported PDF and overrides the signature name from your Brand Kit for that export.

Step 4: Configure template-specific options

A few templates expose extra options in the inspector's Export section — for example, Rate Table lets you choose which rate category to export, Item Detail lets you pick which item to detail, and Bid Snapshot lets you filter which rows to include and whether to append summary totals. The options shown depend on the template selected.

Step 5: Apply your Brand Kit

The Brand Kit section appears for every template — your logo, company name, and signature flow into reports automatically. To adjust the basics from here, click Edit Brand Kit to open a popover where you can set the company name, signature name, and upload or replace your logo (PNG, JPG, JPEG, WEBP, or SVG). The logo persists across all projects.

For the fuller set of Brand Kit options — tagline, address, phone, email, website, accent color, signature title and image, and retainage percentage — go to Settings → Print & Reports. Brand Kit settings are shared across all projects, so changes apply globally.

Step 6: Choose the export format

Templates that support tabular output — Bid Snapshot, Rate Table, Item Detail, Cost Summary, Move Money Analysis, and Budget Export — show PDF, CSV, and XLSX toggles in the Export section. Pick one before exporting. All other templates export as PDF only.

Step 7: Export

In the Export section, click the primary export button (Export PDF, Export CSV, or Export XLSX, depending on format). Choose the destination and file name in the save dialog. If Open after export is checked, the file opens automatically once saved — this setting persists between sessions.

Combining templates with the Package Builder

The Package Builder combines any number of templates — built-in or your own — into a single PDF with continuous page numbering, ideal for submittal, internal review, or subcontractor packages.

1. In the left panel, click + Package (near the top of the template list).
2. In the dialog, name the package.
3. Click Add Template and select templates from the dropdown. Drag rows to reorder — they render in the order shown.
4. For any template that needs a recipient, a picker appears inline for that row. Fill in Prepared by if the package includes signature templates.
5. Click Export Package PDF.

Viewing and re-exporting past reports

Every export is recorded in the History tab of the left panel. Click a history entry to see what it included, when it was exported, and where it was saved. From there you can open the saved file, re-export against today's current project data, reproduce the document exactly as it was originally exported (when a snapshot was recorded at the time), or delete the history entry (which leaves the saved PDF on disk untouched).