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Reports: Enhanced Reporting for Workflows

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: December 14, 2022

 

Enhanced Reporting for Workflows

Procore has released Company and Project level reporting on Custom Workflows. Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on active and inactive projects with a modern, intuitive interface.

On this page:

Preview

workflow-enhanced-reporting.png

Notable Features

  • Report on the following fields for tools that have custom workflows:
    • 'Assigned to Current Workflow Step'
    • 'Current Workflow Step'
    • 'Workflow Assignment Duration (Days)'

Available Tools

  • Subcontract invoicing
  • Commitments
  • Head Contracts
  • Variations - Single Tier

  • Coming Soon Correspondence

    Coming Soon  Budget Changes

How to Access Enhanced Reporting for Workflows

If you are interested in using Enhanced Reporting, start by following the steps below:

  1. Navigate to the Company level Reports tool.
  2. Click +Create Report.
  3. Click the Create New Report tile.
  4. Under Select Reporting Type > Enhanced Reporting, click Financials.
  5. Choose your desired columns from the right pane.
  6. See Create a Custom Company Report or Create a Custom Project Report for more information.

Note: Currently, only users with 'Admin' level permissions on the Company level and/or Project level Directory tools can use Enhanced Reporting.

See Also

 

If you would like to ask questions or share any feedback, please contact support@procore.com.