View a Company 360 Report

Objective

To view a 360 report in the 360 Reporting tool. 

Things to Consider

• Required User Permissions: 
  • For company reports, 'Admin' level permissions on the Company Directory. 
  • To create project reports, you need 'Standard' permissions or higher on 360 Reporting and access to the data used for the column. See What additional user permissions are required to access reportable data with 360 reporting?
• Additional Information:
  • To view a report created by another user, the report will first need to be shared with you by its creator.
  • 360 Reporting data may take up to thirty (30) minutes to update once it is created in Procore.

Steps

1. Navigate to the 360 Reporting tool.

   • Use the company 360 Reporting tool for company reports.
   • Use the project 360 Reporting tool for project reports.
2. You may export the report as a PDF if you wish.