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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. 
  • Additional Information:
    • Reports can include data from these Procore tools: 
      • Currently you can include these logs: Daily Construction Report Log, Delivery Log, Equipment Log, Manpower Log, Notes Log, Timecard Entry, and Visitor Log). 
      • Schedule Tasks
  • Limitations:
    • Reports are only visible and available to the individual who created it.

Steps

  1. Navigate to the company's Reports tool.
  2. Click Create Custom Report in the right pane (Note: This reveals the Create Company Custom Report page).
  3. Under Step 1: Set the Details of the Report, enter the following:
    • Report Name*: Enter a descriptive title for the report.
    • Description: Enter a description that explains the purpose of the report.
    • Select Tools*: Mark the checkbox that corresponds to at least one (1) of these tools: . Each tool selected here corresponds to a separate tab in your report.
      • 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.
  4. ​​(Note: An asterisk (*) indicates a required field.)
  5. 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.
  6. Click the desired tab (e.g., if you included commitments in your report, click Commitments as shown below). 
  7. (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.
  8. (Note: Tab titles must be unique. Duplicates tab titles are not permitted.)
  9. Drag-and-drop columns to move one or more available columns into your report. 

     
  10. 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.)
  11. Repeat the steps above for each tool included in your report.

  12. 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. 

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Last modified
11:35, 5 Jan 2017

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