- Export Tenders to Excel: Complete Guide to Data Export

Introduction

The Tenders Export feature is a powerful tool in Tenders Alerts that allows you to convert tender data into comprehensive Excel files. You can export filtered, selected, or favorite tenders with more than 30 detailed data fields, making it easy to analyze, share, and make informed decisions.

What is Tenders Export?

Tenders Export is the process of converting tender data from the platform to an Excel file containing:

• Basic Information: Reference number, title, agency, branch, status, type
• Location Data: City, region, activity
• Submission Details: Submission method, document cost, contract duration
• Important Dates: Publication, inquiries, submission, opening, evaluation, awarding
• Awarding Information: Winning vendors, bid values, award values
• Links & Specifications: Details link, technical specifications, description

Accessing the Export Feature

From Tenders Table

You can access the export button from the top of the tenders table:

Location: Top right of the tenders table, next to refresh and subscribe buttons.

How to Export Tenders

Step 1: Apply Filters (Optional)

Before exporting, you can apply filters to specify which tenders to export:

1. Use Tenders Table Filters to narrow down
2. Apply Advanced Search for precise search
3. Select specific tenders from the table (optional)
4. Enable "Favorites Only" to export favorites

Step 2: Click Export Button

Click the green "Export to Excel" button:

Note: If you selected specific tenders, their count will appear next to the export button.

Step 3: Review Confirmation Window

An export confirmation window will appear showing:

Window Contents:

• Monthly Export Credits: Remaining exports from monthly limit
• Extra Export Credits: If any, from purchased packages
• Total Remaining Credits: Sum of all available export credits
• Tender Count: Number of tenders to be exported
• Credits After Export: Expected credits after completing the operation

Step 4: View Export Details

Click the information button (ℹ️) to view:

• Data Sample: Table showing example of exported data
• Fields List: Detailed explanation of each field in Excel file
• Fields Sections: Fields divided into 6 sections:
  1. Basic Information: Main tender data
  2. Submission Data: Submission method and cost
  3. Dates: All important dates
  4. Details: Specifications, description, and objectives
  5. Location: Country, region, main activity
  6. Awarding: Winning vendors information and values

Step 5: Confirm Export

1. Review tender count and remaining credits
2. Click "Confirm Export" button
3. Excel file will download automatically
4. File name: tenders-YYYY-MM-DD-id.xlsx

Managing Export Credits

Credit Types

1. Monthly Credits

• Source: Comes with subscription plan
• Renewal: Automatically renewed at the beginning of each month
• Usage: Used first before extra credits

Example: Premium plan provides 500 monthly exports.

2. Extra Credits

• Source: Purchased when needed
• Renewal: Does not renew, remains until used
• Usage: Used after monthly credits are depleted

Benefit: Useful when needing to export large quantities in a specific month.

Monitoring Credits

You can monitor your credits through:

1. Confirmation Window: Shows current credits before each export
2. Progress Bar: Indicates usage percentage with colors:
   • Green: More than 50% remaining
   • Yellow: Between 25% - 50% remaining
   • Red: Less than 25% remaining

Purchasing Extra Credits

When needing extra credits:

1. Click "Purchase Export Credits" in confirmation window
2. Choose required quantity
3. Enter discount code (if any)
4. Complete payment process
5. Credits will be added immediately to your account

Exported Data Fields

Section 1: Basic Information

Section 2: Submission Data

Section 3: Dates

Section 4: Details

Section 5: Location

Section 6: Awarding

Note: These fields appear only for awarded tenders.

Practical Examples

Example 1: Export Specific Activity Tenders

Goal: Export all active "Information Technology" tenders.

Steps:

1. Open Tenders Table
2. Apply activity filter: "Information Technology"
3. Apply status filter: "Active"
4. Click "Export to Excel"
5. Review count in confirmation window
6. Confirm export

Result: Excel file containing all active IT tenders.

Example 2: Export Selected Tenders

Goal: Export 5 specific tenders for comparison.

Steps:

1. Open tenders table
2. Select required tenders (✓ mark)
3. Click "Export to Excel (5)"
4. Review selected tenders
5. Confirm export

Result: Excel file containing only the five selected tenders.

Example 3: Export Favorites

Goal: Export all tenders saved in favorites.

Steps:

1. Open tenders table
2. Enable "Favorites Only"
3. Click "Export to Excel"
4. Review favorites count
5. Confirm export

Result: Excel file containing all your favorite tenders.

Example 4: Export Advanced Search

Goal: Export tenders containing specific keywords.

Steps:

1. Open Advanced Search
2. Add keywords: "maintenance", "operation"
3. Apply search
4. Click "Export to Excel"
5. Confirm export

Result: Excel file containing tenders matching the search.

Tips for Effective Export Usage

1. Use Filters Before Export

• Apply appropriate filters to reduce tender count
• Export only what you need to save export credits
• Use advanced search for precision

2. Monitor Your Credits

• Check remaining credits before large exports
• Purchase extra credits in advance if planning large exports
• Take advantage of monthly credit renewal

3. Use Manual Selection

• Select specific tenders for focused export
• Save export credits by exporting only what you need
• Use favorites to collect important tenders

4. Review Export Information

• Click information button (ℹ️) to understand fields
• Learn about available data before export
• Use sample to preview final format

5. Organize Your Exported Files

• Files carry date and unique identifier
• Save files in organized folders
• Add notes to file name if needed

Integration with Other Features

With Filters

• Use Tenders Table Filters to specify tenders
• Applied filters automatically reflect on export
• You can save favorite filters for reuse

With Advanced Search

• Apply Advanced Search before export
• Export complex search results easily
• Use keywords for precision

With Favorites

• Export Favorite Tenders at once
• Enable "Favorites Only" before export
• Useful for exporting important tenders

With Multiple Selection

• Select specific tenders from table
• Export only selected tenders
• Useful for comparisons and focused analysis

Frequently Asked Questions

Can I purchase extra credits?

Yes, you can purchase extra export credits anytime from the confirmation window. Extra credits don't expire and remain until used.

What happens if my credits run out?

When credits run out:

1. You cannot export until monthly renewal
2. You can purchase extra credits immediately
3. A warning message will appear in confirmation window

Can I export all tenders?

Yes, but:

• Ensure you have sufficient credits
• Large exports may take longer
• Recommended to apply filters to reduce count

What is the exported file format?

The file is in Excel format (.xlsx) and contains:

• One worksheet
• Header row with field names
• One row per tender
• Ready-to-analyze format

Is the exported data up-to-date?

Yes, exported data is the same as displayed in the table at export time. For latest data, refresh the table before exporting.

Can I export other data?

Yes, the platform provides export for:

• Tenders: As explained in this guide
• Agencies: Export government agencies data
• Vendors: Export vendors data
• Proposals: Export submitted proposals data

Each type has its own confirmation window and specific fields.

Conclusion

The Tenders Export feature is a powerful tool that allows you to convert data from platform to Excel easily, with comprehensive analysis of more than 30 detailed data fields, and export flexibility through filters, search, selection, and favorites, along with credit management for monthly and extra credits, with complete transparency in previewing data and credits before confirmation.

Use this feature to analyze tenders, share data with your team, and create custom reports that help you make informed decisions.