Data views and standard log reports for invitations to bid (ITBs)
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Go to Reports.
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In the Report Category dropdown, for projects select Project Specific Reports and for leads select Lead Specific Reports.
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Select ITB from the Report Sub-Category dropdown.
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For project reports, select either Single Project Reports or Multi-Project Reports and select one or more relevant projects.
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For leads, select the Lead from the dropdown
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Select the appropriate report in the Standard Reports tab.
Alternatively, on the Project or Lead Home page, select Invitation To Bid (ITB) in the Preconstruction section and select Reports in the Vendors tab.
Primary data views
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_ITBInfo
- vw_ITBDirectory
- vw_ITBGeneralMessages
- vw_ITBDirectoryMessages
- vw_ITBDirectoryPortalActivity
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
Single lead standard log reports for ITBs
| Report name | Filter parameters |
|---|---|
| ITB Vendors Grouped By Classification Type and Response Status | ProjectLeadId, ClassificationType, ClassificationCodeId, VendorITBStatus |
| ITB Vendors Grouped By Response Status | ProjectLeadId, VendorITBStatus |
| ITB Vendors Grouped By Response Status with Message Log | ProjectLeadId, VendorITBStatus |
Single project standard log reports for ITBs
| Report name | Filter parameters |
|---|---|
| ITB Vendors Grouped By Classification Type and Response Status | ProjectId, ClassificationType, ClassificationCodeId, VendorITBStatus |
| ITB Vendors Grouped By Response Status | ProjectId, VendorITBStatus |
| ITB Vendors Grouped By Response Status with Message Log | ProjectId, VendorITBStatus |
Multi-project standard log reports for ITBs
| Report name | Filter parameters |
|---|---|
| Cross Lead and Project - ITB Vendor Response Details | ITBFromDate, ITBToDate, VendorCompanyId, VendorITBStatus |