1. Begin by selecting your RFP on the All RFPs and Bookings page.
2. Select the venues you want to include by checking the boxes next to their names, then click Compare Bids from the gray bar at the top.
3. This will bring you to the Bid Comparison Report page where the Default Reports and Custom Reports live.
4. Click Custom Reports tab to see your previously customized report templates.
5. Search or sort to find the Custom Report template you want to edit, click Edit Template.
6. Edit Settings. Keep all settings as is or modify grouping, language, units, headers and footers.
7. Edit Page Details. Select/ deselect report fields or re-arrange report fields.
8. To save your changes to this template click the X on the top of the screen. This will prompt the saving steps.
9. The pop-up window will ask you to save before you leave this template. Click Save and the keep or re-name if you like, From here you can click Save again and choose to share to a user group.
NOTE: See this HB Help article about sharing to a user (Associate in a User Group).