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.
Click on the report that you would like to copy from the list on the left.
There are multiple ways to copy a report:
- Click on the icon to the right of the report name.
- 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. If you would like to edit the name of the report, hover over the title and click to edit the name as desired.
For more information about how to customize your report, please reference this article: “How subcontractors can create and manage custom reports (Bid Board Pro)”.