Report Generation

Overview

Bid Bot generates comprehensive analysis reports to help you understand bid quality, identify improvements, and make data-driven decisions. This guide explains all report types and how to generate and interpret them.

Prerequisites

• Bid Bot account
• Access to a bid with bid questions
• Sufficient tokens/credits for report generation
• Understanding of bid analysis concepts

Understanding Report Types

Bid Bot generates four main types:

1. Ingredients Report: How well bid addresses key ingredients
2. Requirements Report: Requirements coverage evaluation
3. Personas Report: Stakeholder persona alignment analysis
4. Marking Scheme Report: Evaluation against marking criteria

Ingredients Report

What It Analyses

Evaluates how well your bid addresses pre-defined ingredients (key quality markers):

• Coverage: Which ingredients are covered
• Quality: How well each is addressed
• Gaps: Missing or weak ingredients
• Scores: Numerical scores for each category

Generating Ingredients Reports

From Bid Viewer:

1. Navigate to Bid Library > Select bid
2. Select one or more questions
3. Check Ingredients Reports in report options
4. Click Generate Reports
5. Wait for processing

From Report Page:

1. Navigate to specific question
2. Go to Report page
3. Ensure Ingredients section selected
4. Select ingredients category
5. Check Ingredients in report sections
6. Click Generate Report

Understanding Ingredients Report

Scores: Individual, category average, overall

Improvement Areas: Missing ingredients, weak ingredients, AI suggestions

Suggested Paragraphs (when enabled): AI-generated paragraphs for missing/weak ingredients, tailored to context, ready to incorporate

Requirements Report

What It Analyses

Evaluates how well your bid addresses requirements:

• Customer Requirements: High-level customer requirements
• Question Requirements: Question-specific requirements
• Coverage: Which are addressed
• Quality: How well each is met
• Gaps: Missing or inadequately addressed

Generating Requirements Reports

Prerequisites: Requirements created and selected, question has answer text, requirements assigned

Steps:

1. Go to Report page
2. Ensure Requirements section selected
3. Select from dropdown (or create new)
4. Check Requirements in report sections
5. Click Generate Report

Understanding Requirements Report

Scores: Customer requirements, question requirements, overall combined

Coverage: Covered (fully addressed), partially covered, missing

Improvement: Gap identification, coverage suggestions, quality improvements

Personas Report

What It Analyses

Evaluates alignment with stakeholder personas:

• Persona alignment: How well bid addresses each persona
• Weighted scores: Persona-weighted performance
• Persona coverage: Which are addressed
• Effectiveness: Effectiveness for each persona

Generating Personas Reports

Prerequisites: Personas created/generated, weightings configured, question has answer text

Steps:

1. Go to Report page
2. Ensure Personas section selected
3. Configure weightings (if needed)
4. Check Personas in report sections
5. Click Generate Report

Understanding Personas Report

Scores: Individual persona, weighted average, overall alignment

Persona Analysis: Strong (well-addressed), weak (needs improvement), missing

Weighted Performance: Weighting impact, persona priorities, balance analysis

Marking Scheme Report

What It Analyses

Evaluates against specific marking criteria:

• Criteria coverage: How well criteria are met
• Score distribution: Scoring across different criteria
• Gap analysis: Not adequately addressed
• Improvement areas: Where to improve

Generating Marking Scheme Reports

Prerequisites: Rules created, scheme selected, question has answer text

Steps:

1. Go to Report page
2. Ensure Marking Scheme section selected
3. Select rule from dropdown
4. Check Marking Scheme in report sections
5. Click Generate Report

Understanding Marking Scheme Report

Scores: Criteria scores, overall, detailed breakdown

Criteria Analysis: Strong (well-addressed), weak (needs improvement), missing

Improvement Guidance: Priority areas, specific suggestions, score impact

Generating Multiple Reports

From Bid Viewer

For multiple questions:

1. Navigate to Bid Viewer
2. Select multiple questions (checkboxes)
3. Select report types: Ingredients, Requirements, Personas, Marking Scheme
4. Click Generate Reports
5. Reports generated for all selected

From Report Page

Multiple types for one question:

1. Go to Report page
2. Configure each section
3. Check multiple types: Ingredients, Requirements, Personas, Marking Scheme
4. Click Generate Report
5. All selected reports generated

Auto-Generation

Enabling Auto-Generation

1. On Report page, enable Auto-Generate
2. Reports automatically regenerate when: question/answer text changes, significant edits made

Benefits: Always current, time-saving, consistent

Considerations: Uses tokens automatically, may generate frequently with active editing, can be disabled

Exporting Reports

Bid Bot supports three export formats:

1. CSV: Structured data for analysis and spreadsheets
2. PDF: Professional, printable document
3. Word: Editable document for collaboration

Exporting from Bid Viewer

1. Navigate to Bid Library
2. Select bid
3. Ensure reports generated (if needed)
4. Click Export dropdown
5. Choose: PDF, CSV, or DOC
6. Wait for download
7. File auto-saved with name and timestamp

Export Guides

See dedicated guides:

• CSV Export Guide
• PDF Export Guide
• Word Export Guide

Each guide includes: what data is included, use cases, file formats, tips, troubleshooting

Best Practices

Report Generation

1. Generate regularly throughout development
2. Use auto-generate for active development
3. Generate all relevant types
4. Compare versions

Interpreting Reports

1. Focus on scores: start with overall
2. Identify gaps
3. Prioritise high-impact improvements
4. Incorporate AI suggestions

Using Report Insights

1. Create action items from findings
2. Use suggestions to improve responses
3. Address identified gaps
4. Improve weak areas

Troubleshooting

Not Generating: Check prerequisites met, verify sufficient tokens, ensure answer text exists, allow processing time

Seem Incorrect: Verify data is current, try regenerating, check configuration, contact support if consistently wrong

Auto-Generate Not Working: Verify setting enabled, check triggers, try manual generation, refresh if stuck

Export Issues: See dedicated guides for CSV/PDF/Word

General export: Wait for completion, retry, verify format supported, try different browser

Related Guides

• Ingredients
• Requirements Management
• Personas
• Marking Scheme
• CSV Export
• PDF Export
• Word Export