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Share a Report Template with a User Group

  • Updated

Users/Associates can share a customized Bid Comparison Report template (HB Client or View Bids) if they are part of a HB Connect Account User Group. 

  • If you already are in a Team User Group for RFP Visibility, no setup is necessary to share RFP Report visibility.
  • If you are NOT in a user group, please request a new Account User Group to be created.  Send your request to help@helmsbriscoe.com.

The report visibility comes into play when you are saving the report as a template.


1.  Click Save as template (or Save if you are working in an previously created template) in the top right, to keep this version of the report and use it to compare other bids. Enter a name and a short description for the report. 

HBCR - Save As template - user or user group (1).png

2.  Select the entire user group or only one specific user in the user group.

Template - share with a team.png

3. Click Save as template when you're done.  The saved templates will be listed under Custom Reports on the landing page of the Bid Comparison Reports in the Suppliers & Responses section link .