Run Bidding Reports
Run bidding reports to view, print, or save information about bids. You can use this information to make informed decisions related to bids.
The following bidding reports are available:
| Report | Description | When Run (Typically) |
|---|---|---|
| Bids & Proposals | ||
| View Bid Log | Lists bids by company, project, and bid status in a customizable grid | periodically |
| Reports | ||
| Bid Summary by Bid Type | Shows bids sorted by bid type. | periodically |
| Bid Summary by Estimator | Shows bids sorted by estimator. | periodically |
| Bid Summary by Lead Source | Shows bids sorted by lead source. | periodically |
| Bid Summary by Prospect | Shows bids sorted by prospect. | periodically |
| Bid Summary by Salesperson | Shows bids sorted by salesperson. | periodically |
| Bid Information Sheet | Shows bid information including project information, prospect information, scope of work, and financial information. | periodically |
| Bid Win-Loss by Bid Type | Shows bids that have been won or lost sorted by bid type. | periodically |
| Bid Win-Loss by Estimator | Shows bids that have been won or lost sorted by estimator. | periodically |
| Bid Win-Loss by Lead Source | Shows bids that have been won or lost sorted by lead source. | periodically |
| Bid Win-Loss by Prospect | Shows bids that have been won or lost sorted by prospect. | periodically |
| Bid Win-Loss by Salesperson | Shows bids that have been won or lost sorted by salesperson. | periodically |
| Bid-Project Budget Variance Summary Report | Compares bid information to project budget information. | periodically |
| Setup | ||
| View Estimating Setups | Lists current settings on estimating setup screens in a customizable grid. | as needed |
If you have added any user-defined reports, you can run them from the Estimating User-Defined Reports screen.
