Bid Reports in Spreadsheet

Overview

CSV exports provide structured data for analysis, spreadsheets, and data processing. Import bid data into Excel, Google Sheets, or data analysis tools.

Prerequisites

• Bid Bot account
• Access to a bid
• Reports generated (to include report data)

How to Export

From Bid Viewer

1. Navigate to Bid Library
2. Select the bid

1. Ensure reports are generated (if needed)
2. Click Export dropdown
3. Choose Export as CSV

File Naming

• Format: bid-[BidName]-[Date].csv
• Example: bid-My-Project-Bid-15/01/2024.csv
• Note: Date format DD/MM/YYYY

What It Contains

Bid Information

• Bid Name, Description
• Status, Tags
• Due Date, Created Date
• Bid Score

Question Data

Per question:

• Question Number, Name, Text
• Answer Text, Word Count
• Question Weighting (0-1)
• Question Score
• Created/Updated dates

Report Data (if generated)

• Ingredients: Category names, scores, averages, coverage
• Requirements: Names, coverage status, percentages, breakdown
• Personas: Names, roles, individual/weighted scores, alignment
• Marking Scheme: Criteria names, scores, categories, overall score
• Overall: Aggregated scores, weightings, combined calculations

Additional Information

• Report weightings
• Contributors
• Question order
• Version details

Use Cases

• Data Analysis: Import to Excel/Sheets, statistical analysis, pivot tables, custom charts
• Comparison: Compare bids, track performance, trends, score comparisons
• Trends: Track over time, monitor improvement, historical analysis, pattern identification
• Bulk Processing: Batch operations, integrations, automated reports, data migration
• Custom Reporting: Custom reports, summaries, dashboards, share structured data

File Format Details

Structure

1. Header row with column names
2. Bid information rows
3. Question rows (one per question)
4. Report data rows (if generated)

Column Organisation

• Bid-level information first
• Question information grouped
• Report data follows
• Additional metadata at end

Troubleshooting

• Won’t open: Try UTF-8 encoding, different application, check .csv extension, re-export if corrupted
• Formatting issues: Format dates manually, ensure numbers recognized, verify UTF-8, understand quoted fields
• Missing data: Ensure reports generated, some fields may be empty, verify permissions
• Large file performance: Use filters, export subsets, may need more memory
• Import issues: Use comma delimiter, verify headers, specify data types, use UTF-8