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 2 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 setup your desired report data, click on the corresponding Download button to download the custom report.

 

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

Microsoft Word Exports:

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

Microsoft Excel Exports:

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