Create a Bid Summary report

This article will teach you how to export an overall list of your selected bids including the details of bidding companies, contacts, their status and related notes.

Step 1:  Go to the Bid Summary

After navigating to your bids module, click on the "BID SUMMARY" on the top-right of your bid package folders.

Step 2:  Click the "REPORTS" button

  Click the "REPORTS" button on the top-right hand side of your screen.

Step 3:  Select "Bid Summary"

Select "Bid Summary" and click the "NEXT" button on the bottom-right hand side of the dialog.

Step 4:  Select bid packages

Select the bid packages you would like to include in your report.

 

Step 5:  Export

Select the available format and click the "DONE" button to export your report.