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bpQuote Adds 4 Reports to New Multi-Tab Excel Export Option

Apr 21, 2021

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:

Image

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.

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