How subcontractors can create and manage custom reports (Bid Board Pro)

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

In Bid Board, 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 Bid Board 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.

Edits are saved automatically to the report and you can ensure your progress is saved by checking the last edited date and time at the top right. 

To add filters to custom Bid Board 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 Status filter is applied and "Won" is selected as the second criteria. 

The report will automatically sort according to the applied filter.

Edits are saved automatically to the report and you can ensure your progress is saved by checking the last edited date and time at the top right. 

To search in a custom Bid Board report

In the “Find in view” box, there are three items that you can search for in a custom report.

1. Client Name
2. Job Name
3. Job Location

Enter in any of the items above into the search box.

Calculations on certain columns in a Bid Board report

For columns like Project Size, Submitted Value, or Estimating Hours, there is a calculation bar at the bottom of the report that can provide valuable information. 

Click on the gray field at the bottom of the Project Size, Submittal Value, or Estimating Hours column.

You can select one of the following calculations that can be useful for analyzing information about the projects you are bidding on: 

• Min
• Max
• Average
• Median 
• Sum

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.

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 at the top to minimize the left panel.

Click on the arrow again to bring back the left panel.

With reports created, you can do now more, including: 

     - How to copy custom reports (Bid Board Pro)
     - How to delete custom reports (Bid Board Pro)
     - How to export reports to excel (Bid Board Pro)
     - How subcontractors can share reports with colleagues (Bid Board Pro)