Create a Project Single Tool Report

Objective

To add a custom report using Procore's 360 Reporting tool.

Background

The 360 Reporting tool gives users the ability to create, generate, and export customised reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout, and also define how to group and filter report data. After generating a report, it can also be exported from Procore into Microsoft Excel. 

Things to Consider

• Required User Permissions:
  • To create a single tool project report:
    • 'Standard' permissions or higher on the project 360 Reporting tool.
      AND
      'Read-only' permissions or higher for the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission on the appropriate financial tool to create a report. For the Company Directory, users will need 'Admin' permission on the Company Directory. 
  • To create a 360 project report:
    • 'Standard' level permissions or higher on the Project 360 Reporting tool with additional permissions depending on the field group.
• Additional Information:
  • Custom reports are only visible and available to the individual who created them.
  • Reports can include data from these Procore tools and sources:

    Action Plans Tendering Budget Change Management Change Event Line Item Details Potential Variations Variations Commitments Co-ordination Issues Site Diary Daily Construction Report Register Call Register Notes Register Delay Register Skip Register Quantity Register Timecard Entry Working Hours Register Visitor Register Equipment Register Accident Register Productivity Register Weather Register Inspection Register Delivery Register Site Diary Completion Waste Register Workplace Hazards and Incidents Register Directory

    Drawings Financial Line Items Configurable Budget Snapshots Financial Line Item Details Financial Line Item Summary Forms Incidents Incident Injury Records Incident Near Miss Records Incident Records (All) Incidents Inspections Inspection Item Details Inspection Summary Labour Productivity Meetings Meeting Attendance Meeting Items Meetings Models Observations  Owner Progress Claims Owner Progress Claims Photos Portfolio Head Contract Project Roles Defect List RFIs

    Program Tasks Program Tasks Lookaheads Requested Changes Specifications Subcontractor Progress Claims Subcontractor Progress Claims Submittals Tasks Daywork Sheets Materials Tickets Timecards Equipment Timesheets Timecard Entries Production Quantities

See Also

• Edit a Project Single Tool Report