Run a Custom Takeoff Report

Use the Custom Takeoff Report command to create a simplified Microsoft^© Word report with just the takeoff data you need (mass earthworks, site improvements, and topsoil quantities) in a familiar format. This version of the takeoff report:

Includes both planimetric area and surface/slope area for regions
Includes additional remainders (volumes and areas of any regions not in an AOI)
Excludes loose haulage volumes shown in the standard Takeoff Report
Excludes count or cost quantities shown in the standard Takeoff Report
Eliminates lengthy explanations of terms and concepts used in the standard Takeoff Report
Allows you to customize the report template to create a unique Microsoft Word output tailored to your needs

By customizing the report, you can add your company logo and terminology, modify the page size, content, and formatting, and more. Although you can modify the Custom Takeoff Report, you can also run it without any customizations. In fact, you are encouraged to run the report in its default state the first time to see the results. This will help you better understand what (if any) modifications you need to make.

For information on the standard Takeoff Report, see Run a Takeoff Report.

Prerequisites:

Ensure that you have worked through each of the applicable commands in the takeoff workflow so that the data needed for the report will be complete.

To access the command:

Select Custom Takeoff Report in Takeoff > Report.

To generate a Custom Takeoff Report:

In the Report Sections group, check boxes for the report sections you want to include. See the chart below.
In the Report Coverage group, check the box next to each areas of interest (AOI) for which you want calculations reported.
To report on areas outside of the AOIs you have checked, check the Include remaining area box.
Note: In the report, this remaining area is listed as Area of Interest: Remaining Area.
Note: Within each AOI, the volume and area for areas without site improvements is also listed as Remaining Area by default.
If you are calculating volumes for earthen materials, where shrinkage and bulkage are an important factor, check the Account for shrinkage & bulkage box in the Earthen Materials group.
Leave the box unchecked if you do not need to account for material densities in determining volumes. This is primarily the case when you are dealing solely with non-earthen materials.
If you opted to account for shrinkage and bulkage of materials, specify materials in the lists:
- Native material - Select the uppermost earthen material of the original ground surface or native material that exists on-site.
  Note: If no subsurface earthen material strata have been defined, the Native material control will be enabled, allowing a single representative earthen material to be identified. Otherwise, the materials associated with the defined strata will be employed as they are encountered via excavation, and the Native material control will be disabled.
  Note: For an overexcavation surface to be used in calculations, its Overexcavation active property must be set to Yes in the Properties pane.
- Borrow material - Select a material to be obtained from off-site sources should there be a net deficit in material/a non-native material that must be brought from off-site.
  Note: 'Borrow' is occasionally used to refer to materials that exist on-site, but in a location far from where they need to be placed.
  Note: Before using this option, you need to have defined surface materials in the Material and Site Improvement Manager.
Click OK. After running (could take several minutes), the customizable report opens in Microsoft Word.
Note: After you have defined both topsoil stripping areas and topsoil replacement areas on your site and then generated a Takeoff Report, if you find that you have excess stripped topsoil, run the Use Excess Topsoil command to configure the placement of excess topsoil (either usable or unusable) as a material layer beneath individual landscaping/topsoil site improvements.

If needed, customize the report using the procedure below this table.


Report Sections The report contains these tables:
Summaries	These summary tables are generated regardless of which report options you choose. Together they show a complete, high-level description of the earthworks in the project, including statistics for area and material volumes, topsoil stripping/replacement areas and volumes, overexcavation, demolition, and site improvements. Note:If you disable all of the report sections, only this summary section will be in the report, creating the shortest report available. Note: If areas overlap, totals for those areas are not shown. Summary of Areas and Volumes This lists each selected AOI and its remaining areas. Text in red is the geometrical (un-adjusted) cut values. Text in blue is the geometrical fill areas. The adjusted volume is the amount of in-place, fully compacted earthen fill produced by the bank cut (adjusted by any material density properties for shrinkage). The Export+ and Import- value is the difference between the Adjusted Volume and the Bank Fill. A positive value is an excess/export volume and a negative volume represents a deficit/import volume. If AOI areas overlap, a summary is not calculated. The volumes calculated are between the OG with topsoil stripped (& subgrades demolished) surface and the FD with topsoil absent (& subgrades adjusted) surface. Note:As the surface names imply, the volumes in this table do not include topsoil stripping, any original ground removed as being demolished, subgrade materials required to bring the surface up to finished design, or topsoil being replaced. Summary of Volumes by Materials This summarizes the cut volumes per strata material. The areas included are based on the selected AOIs, so the values will agree with the previous table. If you elect to not account for shrinkage and bulkage, the material will be shown as Undefined. This table reflects the same volumes as the first table. Topsoil Stripping Areas and Volumes This summarizes the topsoil being removed and its depth. Multiple areas with independent depths can be used and will be shown in this summary table. Note: The volume removed for topsoil is not included in the first table. Topsoil Replacement This summarizes the Topsoil handling section described below. Overexcavation Summary The Overexcavation command creates a surface to represent the result of excavation within areas that need to be cut below an intended finished or subgrade surface (overexcavated). This is typically done to accommodate layered replacement and compaction of excavated material in controlled lifts (as needed to achieve a specified material density to a designated depth). Because overexcavated material is usually reused in the areas from which it was excavated, this command has no effect on the total earthwork volume of borrow materials. The cut and fill volumes due to overexcavation are reported in this table as an acknowledgement of that work. Any reduction in volume due to compaction after replacement is considered nominal and is therefore not calculated. Demolition Summary There are times when a portion of the original ground surface contains materials (such as a concrete pad) that needs to be demolished and removed. This is accommodated by assigning a site improvement to the original ground surface. Just like adding a site improvement for a concrete pad to the design, these materials can be considered as demolition. These volumes are reported in this table and are not included in the topsoil removal or the first table.
Show project image	Choose to include a 300 DPI image of the active graphic view on the second page.
Strata material volumes and properties	These details are summarized on the report's first page. Volumes per Material Showing Adjusted Volumes This table breaks out the strata per AOI showing loose haulage and fill supplied. Material properties This table shows the shrinkage, hauling bulkage and hauling compaction factors for the strata materials.
Earthwork statistics	This table is repeated for each AOI. It shows the various earthworks statistics.
Individual site regions	Individual Site Region Earthwork Volumes and Areas This breaks out the areas and volumes for each of the site improvements specified and provides subtotals by site improvement. Overexcavation This shows the volume of overexcavation that is removed, conditioned, and replaced in the same volume. Existing In-Ground Improvement Demolition This shows the site improvement materials being demolished from the original ground surface. Topsoil Stripping Areas and Volumes This shows the boundaries, their areas, depths, and volumes of stripping. Topsoil Replacement This shows volumes stripped, replaced, and replaced as excess. This is the only table where your topsoil placement is shown. In order to be listed here, a site improvement must be a Landscaping/Topsoil Site Improvement and the material must be specified as Topsoil.
Topsoil handling	This shows an analysis of the planned topsoil stripping and replacement areas and volumes, based on your prior definition of those areas and associated thicknesses within the model, and based on the selected AOIs. By section, these show: Topsoil Stripping Areas and Volumes The bank volume of native topsoil to be stripped within each AOI and in total. The loose volume of native stripped topsoil to be hauled and stockpiled. Topsoil Replacement The thickness, areas (planimetric and slope) and volumes (bank fill and adjusted, accounting for shrinkage) of topsoil per AOI. The compacted, in-place topsoil replacement contribution that can be made by the stockpiled, native topsoil volume. The bank volume of topsoil to be replaced within each AOI and in total. The loose haulage/stockpiled volume required to accommodate that bank volume. The bank excess/deficit for topsoil. Topsoil Material Properties The loose waste/borrow topsoil volume, based on the earthen material properties of the designated native or borrow topsoil materials.
Site improvement quantities	This shows a count of the quantities of all site improvements that have been identified using the Categorize Takeoff Layers command, which quantifies the various types of count-based site improvements, sorted by category. This section is organized based on your categorization of site improvements within the Material and Site Improvement Manager. The site improvements within each category are sorted by type. Within each of the types, the individual site improvements are listed alphabetically by name. If you report on a single AOI, the quantities reported are limited to those occurring within the AOI boundary. If you run the report for multiple AOIs, the quantities are reported separately per individual AOI. The total count for all AOIs is also summarized. If you do not designate an AOI, the quantities for the entire site are reported. Material is material layer child of site improvement. Note: When two AOI boundaries cross through a count-based site improvement, such as a block, the improvement is counted only once, based on which AOI encompasses its insertion point. Note: Units and decimal precision used in the report are based on Project settings > Units > Coordinate; depth values get their decimal precision from Elevation. Supplemental unitsare shown in parentheses.
Site improvement details	The table shows the site improvements, the depths of their material layers and volumes. These details are summarized on the report's first page. Site improvement/Subgrade - Shows the name of the site improvement or generic subgrade. Planimetric area - Shows the planimetric area of the area-based site improvement. Surface area - Shows the slope area of the area-based site improvement. Depth - Shows the vertical distance of material layer of the area-based site improvement. Volumes - Shows the product of each site improvement's planimetric area multiplied by its depth.

To customize the Custom Takeoff Report and rerun as your report:

Click the Reports icon on the Quick Access toolbar and select Create Custom Report.
Follow the steps in Create and Edit Customized Report Templates, but:
1. In the Report name box, enter the name as you want it to appear in the Reports > More Reports list after this.
2. In the Report source data list, select Custom Takeoff Report as the source for your report's data.
3. When you click the Browse icon, select Custom Takeoff Report.docx as the template you want to use.
4. Click the Edit Layout button. The report layout file opens in Microsoft Word.
5. Make edits using the steps explained in the Customize DOCX Report Templates help topic.
6. In Microsoft Word, select File > Save As to save the report template with a new name in the same folder (C:\ProgramData\Trimble\ReportTemplates\) so it will appear in the Reports > More Reports list.
7. Close Microsoft Word.
8. Back in the Create Custom Report dialog, click Browse again and select the new report template file you just created.
9. Click OK.
10. To rerun your new customized report, select it in the Reports > More Reports dialog (from Quick Access toolbar).
Once you have customized and saved your report template, you can select Reports > Edit Custom Report any time to update it. If needed, also see Workflow: Create Custom Reports.

Scenarios:

If you do not have/select any AOIs, the report format is adjusted accordingly. If you have and select multiple AOIs that overlap, TBC does not sum the volumes as a total and notifies you that overlapping AOIs prevents calculation of total areas and volumes.