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Procore

Analytics 2.0 Reports

Action Plan Report

The Analytics Action Plans Report is a specialised report designed to help users track and manage action plans within their projects on the Procore platform. This report provides detailed insights and visualisations related to the progress and performance of action plans, ensuring that project teams can effectively manage tasks and meet their project goals.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Actions Plans Report

  • Action Plans

Report Pages

Click the report pages below to view a sample report page.

Insights  

The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status, and more.

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Matrix  

The Action Plans Matrix provides users with all of the detailed information available within their action plans.

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Ball in Court  

The Ball in Court Report for Action Plans shows a high-level view of stakeholder responsibility in user action plans, ensuring accountability and clarity around the progression of tasks or approvals.

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Progress  

As part of the Procore Analytics Action Plan Report, the Progress Report provides users with a high-level view of their action plan item completion percentage. The templates and locations are in alphanumeric order so the report can will give users a better view if the templates and locations are ordered accordingly. This page can be toggled between a bar chart, a gantt chart, and a progress matrix style view.
 

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Key Influencers  

As part of the Procore Analytics Action Plan Report, the Key Influencers Report analyses factors contributing to the percentage of late action plan items.

 

Root Cause Analysis  

As part of the Procore Analytics Action Plans Report, the Root Cause Analysis Report analyses factors contributing to late items on actions place with a corresponding percentage score.

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Data Quality  

As part of the Procore Analytics Action Plan Report, the Data Quality Report shows users which fields may be missing data in Procore.

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Change History  

As part of the Procore Analytics Action Plan Report, the Change History Report shows all changes made to all action plans.

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Adoption Report

The Adoption Report gives Analytics customers a comprehensive view of their adoption and usage patterns across the Procore platform in one place. The report identifies adoption and usage trends by projects, partners, people, and many other indicators.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Adoption Report

  • Documents
  • Reports
  • Tasks
  • Workflows
  • Budget
  • Change Events
  • Variations
  • Commitments
  • Direct Costs
  • ERP Integrations
  • Progress Claiming
  • Pay
  • Head Contracts
  • Tendering
  • BIM
  • Co-ordination Issues
  • Estimating
  • Correspondence
  • Site Diary
  • Drawings
  • Forms
  • Instructions
  • Meetings
  • Photos
  • RFIs
  • Program
  • Specifications
  • Submittals
  • Transmittals
  • Action Plans
  • Incidents
  • Inspections
  • Observations
  • Defect List
  • Site teams
  • Equipment
  • Daywork Sheets
  • Timecard

Report Pages

Leaderboard

As part of the Analytics Adoption Report, the Leaderboard Report gives you a comprehensive view of which projects are leading the charge in leveraging Procore. You can also see which projects are lagging behind. Analyse your data by project, office, region, user, and many more fields to gain further insights.

Record Creation Analysis  

The Record Creation Analysis report page is highly configurable and enables analysis across many predefined metrics. Customers can configure which metric they want to review and analyse the underlying data.

Collaborator Analysis  

As part of the Procore Adoption Report, the Collaborator Analysis Report lets you analyse how your partners or collaborators are leveraging Procore. The report allows you to define a target KPI, which can be used to measure progress toward your collaborator adoption goals. Overall, this report can be used to guide conversations with your partners to ensure all your business processes and workflows are happening within the Procore platform.

Benchmark Analysis  

As part of the Analytics Adoption Report, the Benchmark Analysis Report is a highly configurable report that compares one or more projects against a benchmark set of data. The report allows you to compare your initial data set with a benchmark categorized by project, project type, office, square footage, and the project's estimated value. The Benchmark Analysis Reports can also help you see if an ongoing project is producing data in a way similar to past projects of the same type.

Tool Configuration  

This report is very similar to the old Tool Configuration page found in the Procore Core report. This page enables the user to understand the consistency of tools as they are rolled out across their portfolio of projects.

Data Quality  

The Data Quality report page enables the user to understand data quality metrics on their project records. The report gives them quick insights and helps them quickly address missing data. By filling in missing values, additional capabilities such as benchmarking and trend analysis across Analytics are possible.

Configuration  

The Configuration report page has a number of configuration options that can be selected. These include: tools to report usage on, email domains, and collaborator record creation %. See Configure the Analytics Adoption Report.

Core Report

The Analytics Core Report is a comprehensive report designed to provide insights into various aspects of project performance and management within the Procore platform. It leverages data from Procore's project management software to generate visualisations, metrics, and key performance indicators (KPIs) that help users monitor and analyse their projects.

Current Versions

  • 2.0 - 25.03.13

Procore Tools Used in the Core Report

  • Admin
  • Directory

Report Pages

Core Insights

As the main landing page of the Analytics Core Report, the Core Insights report page provides users with a number of visuals with basic information from all other report pages in the Core Report.

Companies

As part of the Analytics Core Report, the Companies report page provides basic information about companies in to the Company level Directory tool. Information such as each company's address and authorised tenderer status are displayed, as well as a map of all companies.

Company Insurance

As part of the Analytics Core Report, the Company Vendor Insurance Compliance report page allows users to audit the Company level insurance compliance for each company in the Company level Directory tool. Adjusting the 'Minimum Limit Required' slicer immediately updates the compliance data in the other visuals in the report page based on the amount set.

Company Vendor Insurance Compliance

As part of the Analytics Core Report, the Company Vendor Insurance Compliance report page allows users to audit the Company level insurance compliance for each company in the Company level Directory tool. Adjusting the 'Minimum Limit Required' slicer immediately updates the compliance data in the other visuals in the report page based on the amount set.

Users

As part of the Analytics Core Report, the Users report page provides basic information about all users within the company's Procore account.

Company Permission Matrix

As part of the Analytics Core Report, the Company Permission Matrix report page displays data based on the default permission template assigned to users in the Company level Directory tool.

Project Permission Matrix

As part of the Analytics Core Report, the Project Permission Matrix report page displays data based on the permission templates assigned to all users in all projects.

Project Tasks

As part of the Analytics Core Report, the Project Permission Matrix report page displays data based on the permission templates assigned to all users in all projects.

Maps

As part of the Analytics Core Report, the Maps report page shows an interactive map of all active projects. The map view can be categorized by Project Type, User, Client, Office, Program, and Region.

Site Diaries Report

The Analytics Site Diaries Report is a comprehensive tool designed to track, manage, and report daily project activities in construction management. This report leverages data from the Procore Site Diary tool to provide detailed insights into various aspects of daily operations.

Current Versions 

  • 2.0 - 25.02.17

Procore Tools Used in the Site Diaries Report

Site Diary

Report Pages

Log Insights

Log Compliance

Working hours Compliance

Accidents

Calls

Construction

Delays

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Delays

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Equipment

Inspections

Working hours

Notes

Productivity

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Quantities

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Safety Violations

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Visitors

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Waste

Weather

Design Co-ordination Report

The Analytics Co-ordination Issues Report is a specialised report within the Analytics suite that focuses on tracking and managing co-ordination issues in construction projects.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Design Co-ordination Report 

Co-ordination Issues

Report Pages

Co-ordination Issues

Financials Budget (Custom) Report

Gain a flexible perspective on your budget data with Procore's Financials Budget custom report. Customise the view to prioritise the information most relevant to your role and project needs. This report consolidates crucial financial aspects, empowering you to effectively track and analyse budget performance for better project control. 

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Financials Budget Report

  • Budget
  • Change Events

Report Pages

Budget Changes

Budget Insights

Key Influencers

Root Cause Analysis

Budget Detail

Budget Benchmarking

Budget Snapshot Insights

Budget Snapshots Over Time Insights

Budget Snapshot Forecast

Budget Snapshot Comparison

Budget Modifications

Advanced Forecasting

Advancing Forecasting Over Time

Cost vs Program

Change Events

Financials Budget Report

The Analytics Financials Budget Report is a powerful tool within the Procore platform, designed to offer comprehensive insights into project budget data. This report integrates various financial aspects of project management, helping users track and analyse budget performance in detail.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Financials Budget Report

  • Budget
  • Change Events

Report Pages

Budget Changes

Budget Insights

Key Influencers

Root Cause Analysis

Budget Detail

Budget Benchmarking

Budget Snapshot Insights

Budget Snapshots Over Time Insights

Budget Snapshot Forecast

Budget Snapshot Comparison

Budget Modifications

Advanced Forecasting

Advancing Forecasting Over Time

Cost vs Program

Change Events

Financials Report

The Analytics Financials Report provides in-depth insights into the financial aspects of construction projects. This report integrates various financial data from the Procore platform to help project managers, financial controllers, and other stakeholders track, analyse, and manage project finances effectively.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Financials Report 

  • Commitments
  • Variations
  • Direct Costs
  • Head Contracts

Report Pages

Financial Insights

Direct Costs

Head Contract Change Order Insights

Head Contracts

Head Contracts Payments vs Value

Head Contract Owner Progress Claims

Head Contract Payments Received

Head Contract Owner Payment Reconciliation

Subcontractor Progress Claims

Commitment Payments Issued

Subcontractor Payment Reconciliation

Head Contract Change Order Requests

Head Contract Change Order Potentials

Head Contract Change Order Packages

Commitment Change Order Contracts

Commitment Purchase Order Change Orders

Commitment Work Order Contracts

Commitment Work Order Change Orders

Owner Report

The Analytics Owner Report is a specialised report designed to provide project owners with comprehensive insights into various aspects of their construction projects. This report aggregates data from multiple tools within the Procore platform to deliver a high-level overview and detailed analysis tailored to the needs of project owners.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Owner Report

  • Budget
  • Change Events
  • Program

Prerequisites

In order for the Analytics Owner Report to function properly and to pull the appropriate project information into the report pages, a budget view titled Anticipated Cost Report must be created with specific columns. See Set Up the Anticipated Cost Report Budget View for the Analytics Owner Report.

Report Pages

Status Report

Program Task Insights

Key Influencers

Root Cause Analysis

Budget Insights

Budget Benchmarking

Budget Snapshots Over Time

Budget Snapshot Comparison

Advanced Forecasting

Advanced Forecasting Over Time

Cost vs Program

Change Events

Project Management Report

The Analytics Project Management Report is a robust reporting tool designed to provide comprehensive insights into various aspects of project management within the Procore platform. This report helps project managers, stakeholders, and team members track, analyse, and improve project performance by leveraging data from multiple project management tools within Procore.

Current Versions  

  • 2.0 - 25.03.13

Procore Tools Used in the Project Management Report

  • Correspondence
  • Directory (Project level)
  • Drawings
  • Meetings
  • Photos
  • Defect List
  • RFIs
  • Program (Project level)
  • Submittals

Report Pages

Project Insights  

Project Scorecard  

Key Influencers  

Root Cause Analysis  

Project Health Chart  

Project Status Report  

Project Tool Utilization  

The Project Tool Utilization report includes a summary of your company's Projects By Stage, with a count of the project(s) in each stage of construction. By applying the Project, Project Role, and Project User filters, you can include all available data or narrow the data plotted.

Project Trending  

Ball in Court  

Projects  

Project Dates  

Project Vendor  

Project Vendor Insurance  

Project Vendor Insurance Compliance  

Project Role Matrix  

Project Resource Plan  

Program Task Insights  

Program Task Status  

Program Task Gantt  

Program Tasks  

Program ToDo Gantt  

Program ToDos  

Meetings  

Drawing Revisions  

Photos  

RFI Insights  

RFIs  

Submittal Insights  

Submittals  

Submittal Approvers  

Correspondence Insights 

Correspondences  

Quality & Safety Report

The Analytics Quality & Safety Report is a comprehensive tool designed to provide detailed insights into the quality and safety aspects of construction projects. This report leverages data from various project-level tools within Procore to help construction teams maintain high safety standards and ensure quality control on worksites.

Current Versions  

  • 2.0 - 25.03.13

Procore Tools Used in the Quality & Safety Report

  • Forms
  • Incidents
  • Inspections (Project level)
  • Observations
  • Defect List

Report Pages

Quality & Safety Insights  

Key Influences  

Root Cause Analysis  

Incidents  

Incident Details  

TRIFR Analysis  

Observation Insights  

Observations  

Inspection Insights  

Inspection Quality  

Inspection Compliance  

Inspection Closeout  

Inspections  

Defect Item Insights  

Defect Items  

Forms  

Forms Compliance 

Risk Report

The Analytics Risk Report enables customers to consolidate and manage risk across the Procore platform in a single place. The report identifies leading and lagging risk indicators that drive financial, program, and safety risk. 

Current Versions  

  • 2.0 - 25.03.13

Procore Tools Used in the Risk Report

  • RFIs
  • Submittals
  • Correspondence
  • Site Diaries (Working hours and Notes)
  • Observations
  • Incidents
  • Inspections
  • Defect List
  • Head Contracts
  • Commitments

Report Pages

Risk Summary  

Risk Register  

Probability Matrix  

Project Risk Matrix  

Risk Map  

Budget Risk  

Risk Types  

Data Quality Issues  

Configuration  

Resource Management Report

The Analytics Resource Management Report is a tailored analytics tool designed specifically for specialty contractors to provide detailed insights into their specific areas of work within construction projects. This report leverages data from various Procore tools to offer a comprehensive view of performance, productivity, financial health, compliance, and resources, helping specialty contractors manage their operations more effectively.

Prerequisites

In order for the Resource Management Report to function properly, budgeted production quantities must be added to the project's budget and quantities must be added to the project's timesheets. See Add Budgeted Production Quantities to a Project's Budget and Add Quantities to a Timesheet.

Procore Tools Used in the Resource Management Report

  • Resource Planning

Report Pages

Status Report

Procore Analytics Specialty Contractor Status Report

Insights

The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status, and more.

Action Plans Insights Analytics

Production Report

Procore Analytics Specialty Contractor Production Report

Production Overtime

Procore Analytics Specialty Contractor Production Over Time

Production Rate Benchmarking

Procore Analytics Specialty Contractor Production Rate Benchmarking

Key Influencers

Procore Analytics Specialty Contractor Key Influencers

Root Cause Analysis

Procore Analytics Specialty Contractor Root Cause Analysis

Change Events

Procore Analytics Specialty Contractor Change Events

Timecards

Procore Analytics Specialty Contractor Timecards

Quantities

Procore Analytics Specialty Contractor Timecards

Hours

Procore Analytics Specialty Contractor Hours Summary

Resource Management Overview

The Resource Management Overview report page provides a quick, actionable overview of immediate resource capacity and future demand across all projects. It tracks your Total Available Headcount versus current assignments, alerting you instantly to project-specific staffing shortfalls (Delta). Use this report page to proactively manage staffing levels and ensure critical roles are filled.

Resource Management Overview Report Page

Planned vs. Actuals

The Planned vs. Actuals report page provides Resource Management teams with a week-by-week comparison of forecasted resourcing against actual project allocations over a rolling 90-day window. The page displays planned versus actual hours and planned versus actual cost side by side, along with a cumulative trendline and a variance breakdown. It helps resource managers and project leaders quickly identify where site teams are under- or over-utilised, where cost is drifting from plan, and how the gap between planned and actual effort is trending over time.

 Note
  • Data reflects a rolling 90-day window, not the entire project history. A 12-month view will be available in a future release.

  • Cost is calculated using the hourly rate associated with each employee's job title. If an employee is missing a job title, their hours cannot be converted to cost and will be excluded from the planned and actual cost visuals.

  • To ensure complete cost reporting, confirm that every employee has a job title assigned in the Company Directory. See Edit a User Account in the Company Directory.

 

Resource Management dashboard showing four charts comparing planned vs actual hours and costs over a 90-day period from February to April 2026.

 

Vendor Performance Report

 

The Analytics Vendor Performance Report is a specialised tool designed to provide detailed insights into the performance of vendors and subcontractors involved in construction projects. This report leverages data from various Procore tools to help project managers and stakeholders assess and manage vendor performance, ensuring that all parties meet the project's quality, program, and budgetary requirements.

Current Versions  

  • 2.0 - 25.03.13

Procore Tools Used in the Vendor Performance Report

  • Commitments
  • Submittals
  • Defect List
  • RFIs

Report Pages 

Vendor Overview  

Original Commitment Breakdown  

Commitment Change Events  

Insights  

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BSA Compliance Scorecard (UK) Report Template

The Building Safety Act (BSA) Compliance Scorecard (UK) Report Template provides UK Dutyholders with an essential and auditable digital record to manage and demonstrate BSA compliance. It converts project data into clear, actionable metrics ranging from portfolio risk status to specific task management. This ensures adherence to best practices aligned with the Golden Thread principles and facilitates successful Gateway 2 submissions, ultimately reducing liability and minimizing regulatory delays.

Current Versions

  • 1.0

Procore Tools Used in the BSA Compliance Scorecard (UK) Report Template

  • Action Plan

Report Pages

 

Preconstruction Report (Beta)

The Analytics Preconstruction Report provides immediate insight into the effectiveness of your tendering and estimating processes. It highlights packages with low coverage, allows for side-by-side tender comparisons, evaluates vendor reliability, and tracks estimate accuracy throughout different design phases. With direct links to Procore for quick actions, this report enhances competition, improves cost control, and supports more confident decision-making.

Current Versions

  • 1.0

Procore Tools Used in the Preconstruction Report

  • Tendering

  • Estimating

Report Pages