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Procore

2017

Below are notable changes to the project's Reports tool in 2018.

Added 'Unofficial Responses' for RFIs To Custom Reports (19/12/2017)

Updated the Reports tool for RFIs so that the Responses column now shows both Official and Unofficial responses in custom reports.

Added 'ROM Total Amount' Column to PV Report (15/12/2017)

If you have enabled the project's Change Events (Next Gen) tool in Procore, you'll notice a new column that shows the Rough Order of Magnitude (ROM) total amount (i.e., 'ROM Total Amount'). This column is in both the Company and Project level Reports tools when creating custom reports that include Potential Variation (PV) information. 

Updated Styling On Publish Report Modal for Custom Reports (27/11/2017)

Updated the Publish Report modal with minor styling changes for custom reports. See Publish a Custom Report.

Added Columns To Potential Variation Custom Report (27/11/2017)

Added new columns to the Company and Project Level Potential Variation custom report: Workflow State, Ball in Court, Ball in Court Duration.

Change Column Name For Change Events Custom Reports (21/11/2017)

Renamed the "Change Event Line Item Amount" column to "Change Event Line Item ROM Amount" on the Change Events custom report.

Applied Updated Styling on Assign To Projects Modal (21/11/2017)

Updated the Reports tools to apply new styling to the Assign to Projects modal.

Added Date Calculation To Custom Reports (5/10/2017) 

Added 'Date Variance' to Calculated Columns in Project and Company level Custom Reports.

Updated 'Add Tab' In Custom Reports (3/8/2017)

Added all tools with reports to the 'Add Tab' option in the Custom Reports tool.

Updated Aggregations On Charts To Include AVG, MIN, MAX (19/7/2017)

Updated aggregations on Project and Company level Reports tool charts to include AVG, MIN, MAX.

Added 'Closed Date' And 'Response Date' To Defect List Custom Reports (19/7/2017)

Added 'Closed Date' and 'Response Date' to Project and Company level Defect List custom reports.

Added 'Days Overdue' and 'Overdue' Columns To Submittals Custom Reports (14/7/2017)

Added 'Days Overdue' and 'Overdue' columns to Project and Company level Submittals custom reports.

Added A New 'Meeting Wide Number' Column To Custom Meeting Reports (23/6/2017)

Added a new "Meeting Wide Number" column to the Project and Company level 'Meeting Items' custom reports. 

Added Ability To Auto-Add & Delete Calculated Columns In Custom Reports (12/6/2017)

Updated the Reports tools to add the ability to delete calculated columns and auto-add to table on custom reports.

Improved Adding Rows To Calculated Column Modal In Reports Tools (7/6/2017)

Updated the Company and Project level Reports tools to improve the Calculated Column modal so the focus now scrolls to the bottom when a user adds a new row to a calculated column.

Upgraded Financial Line Item Summary Reports Division to be Filterable (6/6/2017)

The Division column in the Financial Line Item Summary custom reporting tool is now filterable in both Project and Company levels.

Added 'Completed Commitments' Column to Custom Financial Line Item Summary Reports (5/6/2017)

Updated the Company and Project level Reports tools to add a Completed Commitments column to the Financial Line Item Summary Custom Report. 

Added Fullscreen to Product Line Dashboards in Reports Tools (30/5/2017)

Updated the Company and Project level Reports tools to add fullscreen to the Product Line Dashboards.

Added Warranty Start and Warranty End Dates to Custom Portfolio Reports (22/5/2017)

Updated the Company and Project level Reports tools to add the Warranty Start and Warranty End Dates as Available Columns in custom reports that included data from the Portfolio tool. These dates specify the contract warranty period for a construction project.

Added Tender Package Name Filter to Custom Tendering Reports (22/5/2017)

Updated the Reports tools to add a "Tender Package Name" filter to custom reports that include information from the Tendering tool. 

Added Cost Code Column To Custom Directory Reports (22/5/2017)

Updated the Company and Project level Reports tools to add the Cost Code column to custom reports that include information from the the Directory tool. 

Added a Parent Job Column to Custom Reports (12/5/2017) 

Updated the custom reports feature to add a Parent Job column to custom Portfolio reports. 

Removed Inactive Companies From Filter In Custom Reports (11/5/2017)

Removed inactive companies from Contract Companies filter on Custom Reports.

Updated Custom Reports for Budget Snapshots (10/5/2017)

Updated the custom reports feature in the Reports tool to add the required definitions for the Configurable Views feature so the Budget Snapshot Report now shows all visible columns. See How do I make a report that compares budget snapshots?

System Now Sends Emails On Publish For Dashboards & Custom Reports (9/5/2017)

Updated the Reports tools so that the system now sends emails out when Dashboards and Custom Reports are published.

Added Options To Exclude Weekends When Distributing Custom Report Snapshots (8/5/2017)

Updated the Reports tools to add an option to exclude weekends when distributing snapshots of Custom Reports.

Added Commitment Progress Claims To The Custom Commitments Report (4/5/2017)

Updated the Company and Project level Reports tool to add commitment progress claims to the Custom Commitments Report. 

Added Subtotal Display on Hover in Custom Reports (3/5/2017)

Updated the Reports tools so that subtotals now appear when a user hovers their mouse cursor over a subtotal in Custom Reports.

Precipitation Now Using International Standard Units (SI) (21/4/2016)

The Reports tool now uses the International System of Units (SI) when showing precipitation values, instead of the Imperial Standard. 

Create Custom Meeting Reports In the Reports Tools (21/4/2017) 

If your company has enabled the Reports tools (either at the company level or on a project), you can now create custom reports that includes data from Procore's Meetings tool. For details, see Create a Custom Company Report or Create a Custom Project Report

Added en-AU Translation to Construction Financials Dashboard (18/4/2017)

Updated the Construction Financials Dashboard in the Reports tool with Australian English (en-AU) translations.

Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (12/4/2017)

Updated the Reports dashboard for the Quality and Safety product line to change the name of one of the charts from 'Open Inspections Packages by Project' to 'Open Inspections by Project'.

Improved Column Alignment On Reports Table (11/4/2017)

Updated the Reports tools to improve the column alignment on the Reports table.

Create Custom Tendering Reports (5/4/2017)

Updated the Reports tool so that now, user with 'Admin' level permissions on the Tendering tool can now create Tendering Reports.

Upgraded Custom Directory Reports (22/3/2017)

Company information now populates the Company columns in the Custom Directory Report.

Enabled Aggregations for Head Contract Variation Columns (16/3/2017)

Updated the Reports tool to enable aggregations for Head Contract Variation columns (i.e., Head VAR Program Impact and Head VAR Created At) for custom Change Events reports.

Added Expand/Collapse All To Groups In Custom Reports (16/3/2017)

Updated the Reports tools to add Expand/Collapse All for grouping on custom reports. Note: This function does not yet persist or export. 

Added Inspection Item 'Details' To Custom Reports (14/3/2017)

Added Inspection Item 'Details' Field to custom reports in the Company and Project level Reports tools.

Updated Reports To Add PCCOs To Change Events Tool (6/3/2017)

Updated the Reports tools to add Head Contract Variations (PCCOs) to custom change events reports.

Added Specs To Custom Reports (3/3/2017)

Added Specifications to custom reports.

Added Project Columns Across All Tools On Custom Reports (3/3/2017)

Added the following columns to all company tools except for Directory and Portfolio: Project Date Created, Project Address, Project Postcode, Project City, Project State, Project Phone, Project Square Feet, Project Notes, Project Estimated Start Date, Project Estimated Completion Date and Project Designated Market Area.

Added Resource Column To Custom Program Reports (21/2/2017)

Added a Resource column to Program Tasks on custom Program reports.

Added Custom Fields to Custom RFIs Reports (17/2/2017)

Updated the Reports tools too add custom fields to custom RFI reports. 

Added Custom Fields To Custom Portfolio Reports (14/2/2017)

Updated the Reports tools to add custom fields to custom Portfolio reports.

Updated The Reports Tools To Add Custom Submittal Fields (6/2/2017)

Updated the custom reports feature to add a custom text field and text area to custom Submittals reports. 

Added Inspections and Observations to the Assignment Report (3/2/2017)

Added inspections and observations to the Assignment Report. 

Added Drawings to Custom Reports (3/2/2017)

Updated the custom reports feature to add the ability to create reports for the Drawings tool. 

Updated The Reports Tools To Add Custom Submittal Fields (6/2/2017)

Updated the custom reports feature to add a custom text field and text area to custom Submittals reports. 

Added Site Diary's Call Register To Custom Reports (18/1/2017)

Updated the Reports tool to add the Site Diary's Call Register to custom reports.

Added Title Links To Inspection Summary Reports (18/1/2017)

Updated the Reports tool to add Title links to the Inspection Summary Report in custom reports.

Added Title Links To Photos Custom Reports (12/1/2017)

Updated the Reports tool to add Title links to custom reports that include information from the Photos tool as follows: (1) Photos reports at the Project and Company level now link to an photo album via the Album column and (2) Photos reports at the Project and Company level now link to a photo via the Filename column.

Updated Reset Button To Fix Display In IE/Edge Browsers (6/1/2017)

Updated the Reset button that appears when zooming in on a chart so that users the button appears as expected in the Microsoft Internet Explorer and Microsoft Edge browser. 

Updated Permissions For Commitment Cost Report In Reports Tool (5/1/2017)

Updated the Reports tool to change the display of the Committed Cost Report so that it will now only display the contract(s) the user has permissions to access. Users with 'Admin' level have permission to view all Commitment Contracts, therefore they will be able to run a Commitment Cost Report report that contains all contracts.