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Procore

Create a Custom Company Report

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Objective

To add a custom report using Procore's Reports tool.

Background

The Reports tool gives users the ability to create, generate and export customised reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout and also define how to group and filter report data. After generating a report, it can also be exported from Procore into Microsoft Excel. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the Company level Reports tool
      AND
      • To create a report using data from the Company level Directory tool: You also need 'Admin' level permissions on the Company level Directory tool. 
        Note: If you have 'Admin' level permissions on the Project level Directory tool for one or more projects, you can create custom company reports using project data from those projects. 
      • To create a report using data from a Financial Management tool: You also need 'Admin' level permissions on the applicable tool (and 'Admin' level permissions on the Company level Admin tool for reports using data from the project's Budget tool).
      • To create a report using data from the company's Portfolio tool: You also need 'Admin' level permissions on the Project level Admin tool for one or more projects.
      • To create a report using data from another tool: You also need 'Read Only' level permissions or higher on the applicable tool.
  • Additional Information:
    • Custom reports are only visible and available to the individual who created them.
    • Reports can include data from these Procore tools and sources:
      • Action Plans
      • Tendering
      • Budget
      • Change Management
        • Change Event Line Item Details
        • Potential Variations
        • Variations
      • Commitments
      • Co-ordination Issues
      • Site Diary
        • Daily Construction Report Register
        • Call Register
        • Notes Register
        • Delay Register
        • Skip Register
        • Quantity Register
        • Timecard Entry
        • Working Hours Register
        • Visitor Register
        • Equipment Register
        • Accident Register
        • Productivity Register
        • Weather Register
        • Inspection Register
        • Delivery Register
        • Site Diary Completion
        • Waste Register
        • Workplace Hazards and Incidents Register
      • Directory
      • Drawings
      • Financial Line Items
        • Configurable Budget Snapshots
        • Financial Line Item Details
        • Financial Line Item Summary
      • Forms
      • Incidents
        • Incident Injury Records
        • Incident Near Miss Records
        • Incident Records (All)
        • Incidents
      • Inspections
        • Inspection Item Details
        • Inspection Summary
      • Labour Productivity
      • Meetings
        • Meeting Attendance
        • Meeting Items
        • Meetings
      • Models
      • Observations 
      • Owner Progress Claims
        • Owner Progress Claims
      • Photos
      • Portfolio
      • Head Contract
      • Project Roles
      • Defect List
      • RFIs 
      • Program Tasks
        • Program Tasks
        • Lookaheads
        • Requested Changes
      • Specifications
      • Subcontractor Progress Claims
        • Subcontractor Progress Claims
      • Submittals
      • Tasks
      • Daywork Sheets
        • Materials
        • Sheets
        • Timecards
        • Equipment
      • Timesheets
        • Timecard Entries
        • Production Quantities

Steps

Create a New Custom Report

  1. Navigate to the Company level Reports tool.
  2. Click Create Report. 
  3. Create a new blank report by clicking Create Report.

    create-report-gallery.png
     
  4. Add a name and description for your new report as follows:
    edit-custom-report-name.png
    1. Enter Report Name. Click the pencil icon and then type a name for your report in this field.
    2. Enter Description. Click the pencil icon and then type a descriptive statement for your report in this field. 
  5. Click Add Tab and select a Procore project tool for the new report tab's source data:
    Notes:
    • You are limited to choosing one (1) Procore project tool as the source for each tab in your report. 
    • You can add multiple tabs to a report. 
    • You can choose from multiple options by clicking the arrow for some tools. For example, in the illustration below, you can expand the Meetings tool and choose Meeting Items. 
    • By default, Procore uses the selected tool or item name as the name of your report tab. 
      create-report-tool-options.png
  6. (Optional) If you want to change the default name of the report tab, do the following:
    1. Click GRAY cog icon next to the tab. 
    2. In the Edit Tab window, type a new Title for the selected tab. 
    3. (Optional) If you want to change the source tool for the tab, choose the tool from the Associated Tool drop-down list. 
    4. Click Update to save your changes. 
  7. Add columns to your report as follows:
    • To add a column, use a drag-and-drop operation to move a column from the right pane into the body of your report. 
      OR
    • To add all of the available columns, click Add All.  
      OR
    • To change the position of a column, use a drag-and-drop operation to move the column to the desired position in the report table. 
      OR
    • To remove all of the columns from your report, click Remove All. 
  8. Once you've added the desired columns, you have these options:
    1. Aggregate data
      Click the fx in the column and select one of the following (for numeric values): count, sum, min, max, or average. Once the report is created, you will see the count, sum, min, max, or average of the values at the bottom of the column.  For field types that are not a numeric value, you have the option to aggregate by count.
    2. Change the column order 
      Use a drag-and-drop operation to place the column into the desired position.
    3. Filter your report data
      Click the Add Filter drop-down menu to select what you would like to filter by. Once you've specified a filter, you can add another filter. You can also filter data by date range by selecting a start and end date.
    4. Group report data
      In the Group by list, select one of the items in the drop-down menu to group report data by the specified column (e.g., you may want to group data by the responsible contractor). 
      add-columns-to-custom-report.gif
  9. (Optional) If you want to add additional tools to your report, click Add Tab. Then repeat the steps above. 
  10. Click Create Report to save all of your changes. 

Create a Custom Report from a Report Template

  1. Navigate to the Company level Reports tool. 
  2. Click Create Report.
  3. Click one of the available report templates. See What report templates are available in the Reports tools?

    create-report-from-template.png
     
  4. A preview of your data in the report will load. To create a report from this template, click Use Template.
    Your report is created and can be found under "My Custom Reports" in the Reports tool. You can then follow the steps in Edit a Company Level Custom Report, Distribute a Custom Company Report Snapshot or Clone a Company Level Custom Report.