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Edit or Delete Saved Reports in Workforce Planning

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Objective

To edit or delete saved reports in Workforce Planning.

Background

In Workforce Planning, you can run reports to better understand resource availability, assignments, tags and your workforce. You can save the report configurations so that you easily run the report again in the future.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • The data in reports will reflect data that you have access to in Workforce Planning.
    • You can access saved reports under the 'Use Existing Report' drop-down list for each respective report.
    • A saved report is only visible to the person who saved it.
    • Deleting a saved report is permanent and cannot be recovered by Procore.

Steps

Follow these steps to:

Edit a Saved Report

  1. Navigate to one of the following Reports where your report is saved:
    • Availability Look-Ahead Report
    • Assignment History Report
    • Tags Requiring Action Report
    •  Workforce Report
  2. Click the 'Use Existing Report' drop-down and select the report you want to edit.
  3. Optional: Edit the 'Resource Filtration'.
  4. Optional: Edit the 'Report Configuration'.
  5. Click the Save icon-save-view-wfp.png icon.
  6. Click Save.

Delete a Saved Report

 Important
Deleting a saved report is permanent and cannot be recovered by Procore.
  1. Navigate to one of the following Reports where your report is saved:
    • Availability Look-Ahead Report
    • Assignment History Report
    • Tags Requiring Action Report
    • Workforce Report
  2. Click the 'Use Existing Report' drop-down and select the report you want to delete.
  3. Click the Save icon-save-view-wfp.png icon.
  4. Click Delete.

See Also