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Workflow — Step 6 of 6

Export a clean report your team can hand off.

One click sends everything you built in Consight to Excel — formatted, formula-driven, and ready to share with your team or the owner.

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Create Bid Report

Everything you worked on, exported to Excel

The export carries a summary page with your own cost markups and exclusions, bid tabs for every trade, and a full copy of your working sheet with live Excel equations intact.

  • One-click export to Excel
  • Clean, formatted workbook
  • Summary page with totals
  • Your own cost markups applied
  • Exclusions carried through
  • Bid tabs for every trade
  • Full copy of your working sheet
  • Live Excel equations preserved
  • Share with your team or the owner

Summary page

A summary that already reflects your markups and exclusions

Trade totals roll up with the cost markups you set and the exclusions you called out, so the top sheet matches the numbers you actually plan to carry.

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  • Bid tabs per trade

    Every trade gets its own tab with bidders side by side, so anyone opening the workbook can follow how the award was reached.

  • Formulas that still work

    The exported sheet keeps its Excel equations, so your team can keep adjusting numbers in the tool they already know.

Up next — Get started

Run the workflow on your own bid set

Start a free trial and take a live project from bid set to signed-off report.

Bid report questions

What is in a Consight bid report?

A formatted Excel workbook with a summary page that includes your cost markups and exclusions, a bid tab for every trade, and a full copy of your working sheet.

Does the export keep Excel formulas?

Yes. Live Excel equations are preserved, so totals still recalculate when you change a number in the workbook.

Are my markups and exclusions included?

Yes. Trade totals roll up with the cost markups you set and the exclusions you called out, so the summary matches the numbers you plan to carry.

Can I share the report with an owner?

Yes. The workbook is clean and formatted, ready to share with your team or the owner. Bid tabs show bidders side by side so anyone can follow how the award was reached.

How do I create the report?

Export from Consight in one click. Everything you built in the project goes into the workbook.

Can I export to PDF as well?

Not directly. Scope sheets, projects and bid reports export as Excel workbooks, which you can save or print as a PDF from Excel.
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