Configuring Activity Report Settings in RFP Manager
Access the Report Settings
- Navigate to RFP MANAGER.
- Select REPORTS AND EXPORTS > ACTIVITY REPORT SETTINGS.
- Navigate to RFP MANAGER.
Set Report Frequency
- Choose how often you want to receive the report:
- Daily
- Twice per week
- Weekly
- Choose how often you want to receive the report:
Select Bid Criteria
- Specify which bids to include in the report:
- Opened bids
- Declined bids
- Responded bids
- Negotiations received
- Sent bids
- Or keep all options selected for a comprehensive report
- Specify which bids to include in the report:
Save and Receive Reports
- Click SAVE to confirm your preferences.
- The system will generate and send the activity summary report based on your selected frequency.
- Click SAVE to confirm your preferences.
Let me know if you need any refinements!
Watch this video tutorial about How to set Activity Report?