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Procore Support (en-au)

Add a Visual to a Custom Company Report

Objective

To add a visual to a custom report using the company's Reports tool. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the company's Reports tool
      AND
    • One of the following permissions for the tool being used as the data source:
      • If you are creating a report for the Directory tool, 'Admin' level permission on the Directory tool. 
      • If you are creating a report for a Core, Project Management, or Quality & Safety tool,  'Read Only' level permission or higher on the tool being used as the data source.
      • If you are creating a report for a Financial Management tool, 'Standard' level permission or higher on the tool being used as the data source.
  • Additional Information:

Prerequisites

Steps

See Also

 

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