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Bid Reports

 

 

 

 

This Report dialog box will allow you to select different Bid Reports to print. Bid Reports display the Bid Items for your current Bid, or summaries of these Items.

 

Quick Print should be used when you want to print all or some of the current window. With Quick Print, you can Tags and search criteria to print only certain records.

 

Select Report(s): This list includes You can highlight one Report by clicking the left mouse button, tag several by double clicking (double click again to untag), or press the "Select All" button below the Report list. You can click on the radio buttons at the top of this box to select from either Standard Reports or your User-Customized Reports.

 

Also Print: Extra Reports "Bid Markup" and "Cost Type Summary" maybe printed along with EVERY Report you selected. Click in the box so a X appears for these Reports.

 

Show: Memos Check this box to print any Memos for the records shown in the Report (including Bid Items and heading group lines, like Subdivisions) right under the Descriptions of the records. Compare Show: Bid Memos below.

 

Show: Bid Memos Check here to print the Memo for the current Bid in the heading of the first page of the Report. This can be used to print additional information about your Bid, such as the address, supervisor, client information, etc. To enter a Bid Memo, go to the Bid List (from the File menu) and press the Memo button on the Toolbar.

 

# of Copies Enter or use the arrow boxes to set the number of copies to print

 

Print When finished click on this button to print.

 

Preview Use this button to see the Report on the screen before printing.

 

Cancel If you don’t want to print then click outside the Dialog box or on this button.

 

Help Press this for help.

 

Printer Setup Use this change your printers or options using the standard Windows Printers Setup dialog box.

 

Headers and Footers Use this Dialog Box to place a heading and footing on your page.

 

 

Customize Report...

Press this button to make your own custom version of one of our Standard Reports, or edit or copy one of your Custom Reports.

 

Delete Custom Report

 To delete a Custom Report you no longer need, highlight the report in the list and press this button. You cannot delete one of the Standard Reports which come with the system.

 

 

 

Remember: Before giving a quote, always check all calculations carefully and look for any omissions.

 

Hot Tip: To print only certain records in a Report, go to List you want to print information from and either tag or find the records you want to print. Then select Quick Print... from the Reports menu, and select only shown or tagged records are to be printed. Almost all Bid and Price Book Reports are available for Quick Print, but you must be in the correct List first. For instance, to print Bid Items 4.000 through 5.999, go to any row of the Code column in the Bid Item List, and select Find... from the Tools menu. Enter 4.000 in the Find What:: field, and select Match If: Greater Than or Equal. Press the Show Only Found button to see only those Items with Codes greater than or equal to 4.000. Now repeat the process, with Match If: Less Than or Equal and value of 5.999. Now only Items with Codes between 4.000 and 5.999 will be shown in the List. Finally, use Quick Print and ask to print only Shown records.

 

See also: Quick Print, Price Book Reports, Reports menu, Customize Report Button.


 

 

 

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