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Share a Custom Company Report

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Objective

To share a custom company report.

Background

When a custom report is shared with another Procore user, it becomes available to that user in the Reports tool in the My Custom Reports section. It is also important to note that the shared reports will filter data based on the user's access permission on Procore tools. For example, if you share a report that includes data from the Submittals tool, the users you share it with must also have permissions to the Submittals tool in order to view it. 

If you want share the report with other users who have only 'Read Only' or 'Standard' level permission, you must specifically designate those people in the custom report's settings using the steps below. If you do not share the report, you will be the only one who can view the report.

Things to Consider

  • Required User Permissions:
    • To share a report you have created: 'Admin' level permissions on the Company level Reports tool.
    • To share a cloned copy of a report shared with you: 'Standard' level permissions or higher on the Company level Reports tool.
      Note: Users with 'Admin' level permissions can share cloned copies of any reports.
    • To view a shared report:
      • 'Read Only' level permissions or higher on the Company level Reports tool with additional permissions depending on the report's data source. See View a Report.
  • Additional Information:
    • After a report has been shared with a user, they can create a clone of the report and edit their clone. However, cloned copies of reports are not updated if and when the original reports are updated by their creators. See Clone a Custom Company Report.

Steps

  1. Navigate to the Company level Reports tool.
  2. Locate the custom report you want to share. 
  3. Click the vertical ellipsis (⋮) and choose Share from the menu.

    custom-report-options-menu.png

    OR
    Click on the report's name to open it and then click Share.
  4. In the 'Share this Report' window, search for and select users or distribution groups you want to share the report with using the Enter names or distribution groups drop-down menu.
    Note: The report will also be automatically shared with any user who has been granted 'Admin' level permissions on the Company level Reports tool.
  5. Press ESC on your keyboard.


    share-report.png
     
  6. Click Share.
    The 'Share List Updated' banner appears. 
    Notes:
    • This custom report can now be accessed in the Company level Reports tool by users on its share list and users with 'Admin' level permissions on the tool. See What happens when I share a report with another Procore user?
    • Users with whom the report has been shared will receive an automated email notification with the subject line "[Company Name] has shared a report with you."