Skip to main content
Procore

Create a Custom Company Report

Objective

To add a custom report using Procore's Reports tool.

Background

The Reports tool gives users the ability to create, generate, and export customized 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:  
    • 'Admin' level permissions on the Company level Reports tool
      AND
    • 'Admin' level permissions on the tool from which you are include report data. 
  • Limitations:
    • Reports are only visible and available to the individual who created it.
  • Additional Information:
    • Reports can include data from these Procore tools: 
      • Bidding
      • Change Events
      • Change Orders
      • Commitments
      • Daily Construction Report Log, Delivery Log, Equipment Log, Manpower Log, Notes Log, Timecard Entry, Visitor Log
      • Directory
      • Drawings
      • Financial Line Items: Configurable Budget Snapshots, Financial Line Item Details, Financial Line Item Summary
      • Incidents
      • Inspections: Inspection Item Details, Inspection Summary
      • Meetings: Meeting Summary, Meeting Attendance, Meeting Items
      • Observations
      • Portfolio
      • Potential Change Orders
      • Prime Contract
      • Punch List
      • RFIs
      • Schedule Tasks
      • Specifications
      • Submittals
      • Timesheets

Steps

  1. Navigate to the company's Reports tool.
  2. Click Create Report in the top right corner. 
  3. Under Step 1: Set the Details of the Report, enter the following:
    1. Report Name*: Enter a descriptive title for the report.
    2. Description: Enter a description that explains the purpose of the report.
    3. Select Tools*: Mark the checkbox that corresponds to at least one (1) of these tools:
      • To include tool data, the tool must be enabled on at least one (1) project in your company account.
      • To select a specific Daily Log, mark a checkbox in the Daily Log drop-down list.
        ​​(Note: An asterisk (*) indicates a required field.)
    4. Click Next Step.
      This reveals the Step 2: Build and Customize Report page. Each tool selected in the step above corresponds to a separate tab in the report.
    5. Click the desired tab (e.g., if you included commitments in your report, click Commitments as shown below). 
    6. (Optional) Add additional tabs by clicking +Add New Tab at the top of the page. Enter in the title for the tab and select an associated tool from the drop-down menu.
    7. (Note: Tab titles must be unique. Duplicates tab titles are not permitted.)
    8. Drag-and-drop columns to move one or more available columns into your report. 

       
    9. Once you've added the desired columns, you have these options:
      • Group report data
        In the Group by list, select one of the items in the drop-down menu to group report data by the specified column (e.g., you may want to group data by the responsible contractor). 
      • Filter your report data
        Click the Add Filter drop-down menu to select what you would like to filter by. Once you've specified a filter, you can add another filter. You can also filter data by date range by selecting a start and end date.
      • Change the column order 
        Use a drag-and-drop operation to place the column into the desired position.
      • Aggregate data
        Click the fx in the column and select one of the following (for numeric values): count, sum, min, max, or average. Once the report is created, you will see the count, sum, min, max, or average of the values at the bottom of the column.  For field types that are not a numeric value, you have the option to aggregate by count.  (Note: You can not aggregate on a tab that has not been grouped.)
    10. Repeat the steps above for each tool included in your report.

    11. When finished configuring your report layout, click Create Report. 

Export a Custom Project Report to Excel

If you want to export your report to the Microsoft Excel (*.xlsx) file format, click the Excel button next to the Export Report As label in the top right corner of the report's page. 

Next Steps

  • Was this article helpful?