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Quick Bid - 12.02 Reports Options and Section-Area Selector (Defining how a Report looks and what is included) - QB

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There are numerous options available for printing reports to customize the output to suit the needs of the estimator and/or audience.

Alternates and Change Orders
If you are working in an Alternate or Change Order, when you run a Report, it is for that child bid. To run a report on the Base Bid with or without accepted child bids, select the Base Bid from the Bid Navigator, and then open the Reports dialog box.

Report Options

Open the Reports Window by clicking the Reports button or Bid > Reports.

Select a report in the left pane and click the Options button next to the report (different reports have different options - this example is for the Bid Summary Report) - the Modify Options dialog is similar for all reports.

Quick Bid Bid Summary Report Options dialog box

Place a check in the box next to the option(s) to include on the report.

Use the Previous and Next buttons to scroll through the options for all reports.

Click OK to return to the Bid Reports dialog.

Divisions/Sections and Areas/Typical Areas to Allow

In the Bid Reports dialog, the Divisions/Sections to allow field lists all Divisions and Sections in use in the current Bid. Select which Divisions or Sections to include in each report by checking and un-checking the boxes in the field.

The Areas/Typical Areas to allow field lists all Areas and Typical Areas in use in the current Bid. Select which Areas and Typical Areas to include in each report by checking and un-checking the boxes in the field.

Bid Reports dialog box shows all the available Divisions, Sections, Areas, and Typical Areas

click here to view the previous article Materials Reports Report Data Checker (aka "My Report Is Wrong!") click here to view the next article



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