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Why is the Add Visual button unavailable on my custom report?

Answer

There can be a few reasons that the Add Visual button is not available on your custom report:

add-visual-button.png

  • If your custom report data includes more than 2500 records, you will not have the option to add visuals to a report. If you want to enable the capability to add visuals to a report, you must first apply filters to limit the number of records being included in the custom report's data set. 
  • If your Procore user account has not been granted the appropriate access permissions, the Add Visual button will not be available. See Add a Visual to a Company Level Custom Report or Add a Visual to a Project Level Custom Report for information.
  • Reports are limited to one (1) visual per tab. If your tab already has a visual, you cannot add another one. 

 

If you would like to learn more about Procore's report management software and how it can help your business, please visit our construction reports product page .