The reports feature lets you view detailed information on specific activity for each of your managed projects. This lets you see the degree of activity on a project for each bidder.
This section contains the following topics:
The reports feature tab is at the top of the Managed Projects window. All report options are available from this section:
You can print or export any of the reports as either an Excel spreadsheet or a PDF document.
To print or export a report,
The following table describes the activity reports you can view for a project.
Report | Description |
Change History | Displays the changes to the project, such as adding trade codes and uploading project documents.
Information includes the details and date and time of the change, the event triggering the change report, the user making the change and any notes about the change. |
Project View Activity | Displays a list of who has viewed the project. Information includes the company name and contact, the date and time and the action performed. |
Document Activity | Displays a list of who has viewed documents for the project. Information includes the company name and contact, the date and time and the action performed. |
Bidder Audit | Displays the details of changes to the project along with the date, time and name of the changing event, the company and contact, the person making the change, the invite status and any processing notes. |