Your subscription to Bid Board Pro gives you access to customizable reports about your company’s performance that can be used to help you make business decisions. In addition to having access to five report templates, you also have the ability to create custom reports.
To create a custom report in Bid Board
Begin by navigating to your Bid Board from the menu on the left-hand side.
Click the “Reports” tab.
Click on “New Report.”
Enter the name of the report and click on “Save.”
You will immediately see the newly created report listed under “My Reports.”
Please note that custom reports only include the name of the project when they are initially created. However, columns and filters can be applied to help you build a report that fits your needs.
To add columns to custom reports
Start from the custom report that you would like to modify and click on the “Columns” drop-down menu.
Click into “Find a field” and start typing the name of the column you’d like to add. Alternately, you can scroll through the list of options. Select the individual columns that you’d like to add to the report. To add all columns from the report, click on “Select All”. To clear all the columns from the report, click on “Clear All”.
The report will automatically update with the changes.
To add filters to custom reports
Start by clicking on the name of the report to which you want to apply the filter. Click on the “Filter” drop-down menu.
Select the appropriate filter from the list.
Next, enter additional criteria for your filter. In the example below, the location filter is applied and “San Francisco” is entered as the secondary criteria for the filter.
The report will automatically sort according to the applied filter.
Edits are saved automatically to the report and will indicate the last edited date and time at the top right.
To search in a custom report
In the “Find in view” box, there are three items that you can search for in a custom report.
- Client Name
- Job Name
- Job Location
Enter in any of the items above into the search box.
To see valuable calculations on certain columns
For columns like Project Size, Submitted Value, or Estimating Hours, there is a calculation bar at the bottom of the report. This allows you to select one of the following calculations on that column that can be useful for analyzing information about the projects you are bidding on:
To do this, click on the value in that column in the gray bar at the bottom of the report.
The calculation bar will appear with all the provided values mentioned above and you can select one of the values to surface it on the report.
Please note that the "Sum" of the "Submitted Value" column is the total for all the bids included in the report. It totals all the submitted values regardless of statuses - "Won", "Undecided", etc.
Once you click on one, the selected value will appear at the bottom of the report instead of the default value. Your selection will be saved moving forward.
To minimize the left panel for better visibility
To minimize the left bar to maximize space, hover over the line between the left panel and the report. An arrow appears at the top. Click on the arrow to minimize the left panel.
Click on the arrow again to bring back the left panel.
To export custom reports
Start by navigating to the custom report that you’d like to export. Click on the drop-down menu located at the top right side of the page.
Click on “Export” from the list.
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 would like to learn how to share a custom report with other offices in your company on BuildingConnected, please reference this article: “How to share reports with colleagues (Bid Board Pro)”.