As a subcontractor with Bid Board Pro, you can quickly create customized reports by copying shared reports or reports that you have previously created.
To begin, start from the “Bid Board” page and then click on the “Reports” tab.
There are multiple ways to copy a report:
- Hover over the report name and click the "Create a Copy" icon.
- Click on “Copy” within the report.
A copy of your report will be instantly created and appear in “My Reports”. The title of the report will default to “Copy of” the original report.
To edit the name of the report, click on the name and type a new name into the field.
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