Run Estimating Reports
Run estimating reports to view, print, or save information about estimates, bids, and invitations to bid. You can use this information to make informed decisions related to estimates and bids. There are a number of different reports available. Reports are independent of each other and can be run at any time.
You can create and run your own user-defined reports in the Estimating module. Available estimating reports include the following:
| Report | Description | When Run (Typically) |
|---|---|---|
Invitations to Bid | ||
Lists invitation to bid documents for a selected estimate job, invitation to bid, and/or company in a highly customizable grid. | as needed | |
Shows invitations to bid for material suppliers and/or subcontractors. | periodically | |
Lists invitations to bid for selected estimate jobs. | periodically | |
Bids & Proposals | ||
Displays charts and graphs showing details about your bids | as needed | |
Lists bids for selected companies and prospects in a highly customizable grid. | as needed | |
Shows bids sorted by bid type. | periodically | |
Shows bids sorted by estimator. | periodically | |
Shows bids sorted by lead source. | periodically | |
Shows bids sorted by prospect. | periodically | |
Shows bids sorted by salesperson. | periodically | |
Shows bid information including project information, prospect information, scope of work, and financial information. | periodically | |
Shows bids that have been won or lost sorted by bid type. | periodically | |
Shows bids that have been won or lost sorted by estimator. | periodically | |
Shows bids that have been won or lost sorted by lead source. | periodically | |
Shows bids that have been won or lost sorted by prospect. | periodically | |
Shows bids that have been won or lost sorted by salesperson. | periodically | |
Compares bid information to project budget information. | periodically | |
Estimating | ||
Create your own customized estimating reports. | as needed | |
Create various reports for the alternates of a selected estimate. | periodically | |
Create various reports for a selected catalog. | periodically | |
Create various reports for a selected estimate. | periodically | |
Create various reports for the change orders of a selected estimate. | periodically | |
Setup | ||
Lists current settings on estimating setup screens. | as needed | |
