How do I find all clients that are currently active on the Bid Match program?
There are a number of ways to find all clients that are currently active on the Bid Match program, but the easist method is to generate the Bid Matching Client report from the client record summary screen, as outlined next.
- Select View|Clients/Pre-clients.
- Click the Report button to display the report criteria screen.
- If you’d like to return client records for centers other than, or in addition to, the current active center, expand the Selected Center(s) selection field and select/deselect the centers you would like included in the report.
- Choose the Bid Matching Clients report from the list of built-in reports, select a sort criterion, subtitle, and output format, and click Generate Report.
- WebCATS displays a listing of all client records with an active profile, along with helpful information such as the e-mail addresses used for the delivery of the bid matches, the formats in which the bid matches are being sent, the clients’ bid match totals to date for the month, and the last time the clients’ profiles were updated.
Note that whatever view you are using to summarize the client record listing at the time you click Report will carry over into the report criteria. For example, if you’re viewing all active clients, the report will display all active clients that are currently active on the Bid Match program. Similary, if you’re viewing a subset of woman-owned clients at the time you click Report, then your report will only display woman-owned clients that are currently active on the Bid Match program.
