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:

ReportDescriptionWhen Run (Typically)
Bids & Proposals
View Bid Log Lists bids by company, project, and bid status in a customizable gridperiodically
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.