Company 360 Reporting - User Permissions

Single Tool Reports

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add a Visual to a Custom Company Report1,2
Aggregate Data in a Custom Company Report1
Assign a Custom Report to All Projects
Clone a Custom Company Report3
Configure Advanced Settings: Company Reports
Create a Calculated Column in a Custom Report1
Create a Custom Company Report
Create a Dashboard4
Delete a Custom Company Report1
Distribute a Snapshot of a Custom Company Report1
Download an Open Submittals Report5
Edit a Company Level Custom Report1
Export a Custom Company Report3
Share a Custom Company Report1
Share a Dashboard6
View a Report2

¹ This task can only be completed by the report's creator.

² Report-specific permissions may apply. 

³ This task can be completed by users with access to the report as its creator or a viewer (if shared).

⁴ This task can only be completed by the creator of a report's visuals.

⁵ The Company Level Open Submittals Report must be enabled on the backend by Procore.

⁶ This task can only be completed by the dashboard's creator.

360 Reports

Task	None	Read Only	Standard	Company Admin
View a Report
Create a Report				1
Edit a Report				1
Delete a Report
Share a Report
Export a Report
Distribute a Report
Copy a Report

¹ Super Private Correspondence records are not available in 360 Reports.

In addition, Depending on the field group, users may need additional permissions at the company level in order to access the reportable data from within the Project level 360 Reporting tool. The table below shows the permissions required on the source tool to access the reportable data.

Field Group	Source Tool	None	Read Only	Standard	Company Admin
Company Folder/Document 1	Company Admin				1

¹ Requires Company Directory Admin permissions in the Company Admin tool.