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How to Export Evaluation/Scoring/Reviewer Summary Reports

Under the Reports section, you now have the ability to customize your exported data. You will observe two different report sections (Microsoft Word and Microsoft Excel).

Each section has subsets of data that can be easily toggled on and off with a simple click of a button. Once you have set up your desired report data, click on the corresponding Download button to download the custom report. 

ERP_Software_Solution.png

 

Let's take a closer look at the various subsets of data: 

Microsoft Word Exports:

  • Overview of the project dates, highest ranking supplier, and NDA + COI forms.
  • Formatted page where you can have all of the participants sign the report.
  • Internal Discussions: Internal Discussions for this project.
  • Public Notices: Public Notices for this project.
  • List of the Vendors (Email, Name, Confirmation Codes) that submitted for this project.
  • List of the Criteria (Title, Points, Description) for this project.
  • Scoring Summary table (Submissions and Criteria Scores)
  • Scoring Summary Score tables per Submission.
  • Scoring Summary Comment tables per Submission.

Microsoft Excel Exports:

  • Scoring Summary table (Submissions and Criteria Scores)
  • Scoring Summary Score tables per Submission.
  • Questionnaire Responses and Scores per Questionnaire.

 

If you are an evaluator and trying to download and export your own scores please view this article here.

 

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