As a subcontractor with Bid Board Pro, you can export any custom reports you create in BuildingConnected directly to excel to further track the projects your company was invited to bid on.
To export reports to excel
Begin by navigating to your Bid Board from the menu on the left-hand side.
Click the “Reports” tab.
Select the custom report or template you would like to export by clicking on the title of the report on the left-hand side.
Please note that these reports are unique to you. They cannot be viewed by your coworkers, and any reports created by your coworkers will not appear unless they are shared. Shared reports appear in your “Shared with me”.
If you would like to create a new report or add custom filters before exporting, please reference the article, “How to view your Reports page and create custom reports (Bid Board Pro)” before proceeding to the next step.
Click on the arrow next to “Share” to open a drop-down menu.
The download will automatically start. Once the report is downloaded onto your computer, you can send the downloaded file to colleagues or team members as an attachment in an email.
If you have further questions about exporting reports to excel, please contact us at email@example.com. We’re happy to help!