Exports and email reports
Download Excel or PDF, or get a scheduled email.
- In Bids › Inbox or Pipeline, select rows if you want only some.
- Press Export and choose Excel or PDF.
Exports use your organization logo. Exports need the Team plan or higher (included during the free beta). Viewers can export too.
For a regular summary by email, owners and admins set the schedule and recipients in Settings › Email reports.