bpQuote has expanded the reports that can be exported into a single Excel file at one time. This latest enhancement adds the following four reports to the multi-tab Excel export:
- Side by Side
- Side by Side Detail
- Multi Option
- Final Rates
The following screenshot has these four reports highlighted in yellow:
On the Proposal Options page, the reports available within a single Excel file will have an Excel icon next to their name. To generate a multi-tab Excel export, simply select any of the reports with the icon & then click the “Excel Export (beta)” button on the bottom of the page.
Keep in mind that during this roll-out process, you can still export reports without the Excel icon. However, those reports can only be exported one at a time by using the "Convert to XLS" button.
For questions on this enhancement, please contact a member of your B&P Sales Team - 888.722.3373.