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Procore Support (en-au)

View Project Reports

Objective

To view all of your project's reports in your project's Reports tool. 

Things to Consider

  • Required User Permission:
    • 'Read Only' or higher on the Project level Reports tool.
      AND
    • Users also need additional permissions to view specific custom project reports:
      • Custom Project Reports: Financial Management Tools:
        • To view a custom project report using 'Budget' as the source, 'Admin' permissions on the Company Admin tool and 'Standard' or 'Admin' on the project's Budget tool. 
        • To view a custom project report using 'Change Management' as the source:
          • For the 'Change Event Line Item Details' source, 'Admin' permission on the project's Change Events tool.
          • For the 'Potential Variations' and 'Variations' source, 'Standard' or 'Admin' permission on the project's Budget, Commitments and Head Contracts tools. 
        • To view a custom project report for the 'Financial Line Items' source, 'Admin' permissions on all Financial Management tools. 
        • To view a custom project report for 'Owner Progress Claims', 'Admin' permission on the Head Contracts tool.
        • To view a custom project report for 'Subcontractor Progress Claims', 'Admin' permission on the Commitments tool. 
      • Program Reports
        • To view Program reports, 'Standard' or 'Admin' permissions on the project's Program tool.
      • Site Diary Reports
      • To view Site Diary reports, 'Read-only' permission on the project's Site Diary tool.

Steps

  1. Navigate to the project's Reports tool.
  2. To view a report, click the title of the report. Reports are categorized by the following: 
    • Project Reports: General reports that display data that span the project.
    • Financial Reports: Reports related to financials, such as budget and variation reports. 
      Note: When the Budget tool is turned "On," the Budget Forecast Report and Budget Variance Report will not appear. When the Budget tool is turned "Off," The Budget Modifications and Budget Variance Report will not appear.
    • Program Reports: Reports related to the project's programmed tasks and changes.
      Note: Program Reports only report on data from program files uploaded to the Project level Program tool and do not report on data manually entered in Procore.
    • Site Diary Reports: Reports related to different registers in the Site Diary tool. 
  3. Once you click into a report, you can not edit the report. However, you can export the report as  PDF.

 

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