To export a custom company report.
Things to Consider
- Required User Permissions:
- Additional Information:
- If you are exporting a report that contains multiple tabs (i.e., report data from multiple Procore tools), the data for each new tab will start on a new page in the export PDF.
- Navigate to the Company level Reports tool.
- Click on the report you want to export.
- Click Export.
- Choose one of the following options:
- PDF: Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.
- PDF with Visuals: Click this option to export a report to the PDF file format that includes any visuals that you added.
- Excel: Click this option to export the report to the Microsoft Excel (XLSX) format.
- Your report will export to a .xlsx file and be downloaded to your computer's native Downloads file unless it is over 3,000 lines long.
- In this case, you will receive an email with a download link.