Export a list of bids

If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.

Open the View Bid Log screen.
In the Company field, click to select one or more companied for which you want to view bids. If no companies are selected, all companies appear in the list.
In the Prospect field, click to select one or more prospects for which you want to view bids. If no prospects are selected, all prospects appear in the list.
In the Bid Status field, click to select the bid status for which you want to view bids. Select All to see all bid statuses in the report.
Click Retrieve.
To specify the file type for the export, do one of the following:
- To export the list to Excel, click next to the Export button and select Excel.
- To export the list to a tab-delimited file, click next to the Export button and select Text file (Tab Delimited).
Navigate to the folder where you want to save the file.
In the File Name field, enter a file name for the exported file.
Click Save.
Click OK.

Note: If you opted to export the list to Excel, the Excel file automatically opens if you have Excel installed.

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