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Procore Analytics 2.0

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Procore Analytics 2.0 has 3 guiding pillars of value today and in the future to make a user-friendly product that gives access to all of your data, with business intelligence included. Ultimately, this allows you to quickly access any Procore data you need and gain value from it to make informed, data-driven decisions.  See Getting Started With Analytics 2.0 to begin your journey today.

Key benefits include:
  • User-Friendly
    • Self-Serviceable - Manage Procore Analytics like any other Procore tool.
    • Cross Company Access - Easily tie together multiple Procore instances of data with one password.
    • New Onboarding - A guided onboarding experience that helps you connect to and use Procore Analytics.
    • Easy Data Exploration - Learn about the data that’s available and interact with it live.
    • Integrated with Procore - A unified experience in Procore for managing Procore Analytics.
  • All Your Data
    • Connectability - Connect to your data across multiple sources, with out of the box PA connectors.

    • Data Availability (Coming Soon) - Everything you have in Procore, you can pull out of Procore.

    • Purpose Built Model - A business semantic model built by domain for reporting and analytics.
    • Bulk Data Extract - All your data is extracted quickly, you choose when you pull it.
    • Data Reliability - Your data is monitored for accuracy and completeness.
    • Cloud Connector - Offers real-time data access and integration, enhanced data control and security, advanced analytics capabilities, and operational efficiency and scalability.
  • Business Intelligence
    • Intelligence Included - New data tables and fields that turn data into information you can act on.
    • Predictive Analytics Included - Understand what is likely to happen in the future.
    • Power BI Reports Included - Power BI Reports with data relationships, KPIs, measures, and visuals.

 

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Quick Links

Using Procore Analytics 2.0, you can view and interact with Procore Analytics data using our out-of-the-box Power BI reports.  You do this either within your own environment or using the Procore Analytics embedded app. Procore Analytics reports integrate your company's Procore data using Power BI, providing you with deep insights on various statistics and trends within and across your Procore projects.

Features
  • Quickly access the most important reports directly from Procore.
  • Enable enterprise-grade reporting and analytics with fully interactive visuals and drill-downs.
  • Showcase data insights from Procore and custom reports that combine different data sources.

For a list of all the available Analytics 2.0 reports, see Analytics 2.0 Report Pages.

Getting Started with Procore Analytics 2.0
 

Getting Started with Procore Analytics 2.0 (Open Beta)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Learn which user permissions are required to take the described actions in this tool.

 

Permissions

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 

 Note
Action None Read Only Standard Admin Notes

Add Custom Views 

 Web

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Configure A Custom Budget Report

 Web

       check-green2.png  

Generate A Data Token

 Web

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  • Users with 'Admin' level access to the Analytics tool can grant additional users access to the Analytics tool. 
  • 'Admin' level permissions give users access to data for all tools and projects (except certain data marked as private, such as correspondences).

 

Below are the notable changes to Procore Analytics 2.0. 

Recent Changes

new and enhanced report options now available in procore analytics 2.0 (03/10/2025)

Procore has introduced enhanced versions of existing report templates, as well as new templates, in an open beta for Analytics 2.0.  Reports offerings include:

  • Risk Report using our new design system (Power BI)
  • Adoption Report using our new design system (Power BI)
  • Financials and Budget Reports using our new design system  (Power BI)

User activity now available in procore analytics 2.0 (03/10/2025)

Procore has expanded the capabilities of Procore Analytics by adding user activity data access, enabling Project and Company Admins to gain a comprehensive view of user actions across various tools. The User Activity Data feature allows customers to pull raw user activity from a rolling seven day dataset, facilitating the creation of searchable datasets and aggregations. 

'Last updated' timestamps now available in procore analytics 2.0 (03/10/2025)

Procore has introduced the 'Last Updated' timestamp feature in Procore Analytics 2.0, enhancing data transparency and ensuring stakeholders have access to the most current information. This feature benefits Procore Analytics users by providing clear visibility into data changes, improving collaboration and decision-making.

Procore Analytics 2.0 Data Connectors (01/21/2025)

Procore has introduced a new in-app Procore Analytics Data Connector experience in the Getting Started area of Procore Analytics. This new in-app experience allows customers to select from a menu of connection options to connect to Procore Analytics 2.0. The Procore Analytics Data Connector user experience enables customers to choose their preferred data connection method and access resources like documentation, videos, and executable files to facilitate their connection to Procore Analytics data. See Getting Started With Procore Analytics to learn more. 

Procore Analytics 2.0 custom budget report is now available (11/09/2024)

The Procore Analytics 2.0 Financials Budget Report is now available for customers. This report integrates various financial aspects of project management, helping users track and analyze budget performance in detail. See About Procore Analytics 2.0 to learn more.

Procore analytics 2.0 now available for new and existing customers (09/23/2024)

Analytics 2.0 is designed to provide deeper insights into project performance and outcomes. Analytics 2.0 introduces several enhancements and new features aimed at improving data accessibility, accuracy, and usability. See About Procore Analytics 2.0 to learn more.

Procore Analytics 2.0 is now available in open beta (07/17/2024)

Existing Procore Analytics customers can now join the open beta for Analytics 2.0. Analytics 2.0 is our new and improved Analytics solution offering many enhancements customers have requested. See About Procore Analytics 2.0 to learn more.

 

Below are the notable changes to the Procore data and intelligence layer accessible via the Procore Analytics 2.0 Cloud Connector.

Recent Changes

procore analytics 2.0 data updates (03/18/2025)

Procore added the following models (tables):

  • Budget Code Segments
  • Layer WBS Values
  • Layer Group WBS Values
  • Estimate Adjustment

 Procore updated the following models (tables):

  • Changes in payments_disbursements
    • Added owner_invoices.tax_applicable_to_this_payment_company_currency
    • Added owner_invoices.tax_applicable_to_this_payment_project_currency
  • Changes in subcontractor_invoice_line_items
    • Added payments_disbursements.number
    • Added subcontractor_invoice_line_items.total_retainage_company_currency
    • Added subcontractor_invoice_line_items.total_retainage_project_currency
  • Changes in action_plan
    • Added action_plan.audit_transaction_timestamp
  • Changes in action_plan_approver
    • Added action_plan_approver.audit_transaction_timestamp
  • Changes in action_plan_completed_receiver
    • Added action_plan_completed_receiver.audit_transaction_timestamp
  • Changes in action_plan_line_item
    • Added action_plan_line_item.audit_transaction_timestamp
  • Changes in action_plan_line_item_assignee
    • Added action_plan_line_item_assignee.audit_transaction_timestamp
  • Changes in action_plan_line_item_record
    • Added action_plan_line_item_record.audit_transaction_timestamp
  • Changes in action_plan_line_item_record_request
    • Added action_plan_line_item_record_request.audit_transaction_timestamp
  • Changes in action_plan_line_item_reference
    • Added action_plan_line_item_reference.audit_transaction_timestamp
  • Changes in drawing_revision
    • Added drawing_revision.is_connected_drawing
  • Changes in incident_record
    • Added incident_record.affected_person_id
  • Changes in observation
    • Added observation.created_by_company
  • Changes in rfi_responses
    • Added rfi_responses.is_most_recent
  • Changes in rfis_bic
    • Added rfis_bic.response_required
  • Changes in schedule_task
    • Added schedule_task.predecessor_wbs_list
    • Added schedule_task.successor_wbs_list
  • Changes in specification_sections
    • `Added specification_sections.specification_area_description
    • Added specification_sections.specification_area_name
  • Changes in submittal_approvers
    • Added submittal_approvers.previous_due_date
    • Added submittal_approvers.previous_returned_date
    • Added submittal_approvers.previous_sent_date
  • Changes in wp_projects
    • Added wp_projects.categories
  • Added users.audit_transaction_timestamp
  • Added estimate_layer_groups.profit

procore analytics 2.0 data updates (02/18/2025)

Procore added the following models (tables):

  • Financial
    • payments_permissions
    • payments_disbursements
    • pay_requirement_settings
    • payments_project_controls
    • payments_invites
    • payments_agreements
    • payments_received
  • Project Management
    • connected_rfi_responses
    • connected_rfis
    • daily_log_accident_custom_field_configs
    • daily_log_accident_custom_fields
    • daily_log_delay_custom_field_configs
    • daily_log_delay_custom_fields
    • daily_log_delivery_custom_field_configs
    • daily_log_delivery_custom_fields
    • daily_log_dumpster_custom_field_configs
    • daily_log_dumpster_custom_fields
    • daily_log_inspection_custom_field_configs
    • daily_log_inspection_custom_fields
    • daily_log_phone_call_custom_field_configs
    • daily_log_phone_call_custom_fields
    • daily_log_plan_revision_custom_field_configs
    • daily_log_plan_revision_custom_fields
    • daily_log_productivity_custom_field_configs
    • daily_log_productivity_custom_fields
    • daily_log_quantity_custom_field_configs
    • daily_log_quantity_custom_fields
    • daily_log_safety_violation_custom_field_configs
    • daily_log_safety_violation_custom_fields
    • daily_log_scheduled_work_custom_field_configs
    • daily_log_scheduled_work_custom_fields
    • daily_log_waste_custom_field_configs
    • daily_log_waste_custom_fields
    • inspection_item_references
    • schedule_task_changes
  • Resource Planning
    • assignments
    • job titles
    • requests
    • time off
    • wp people
    • wp projects
    • groups
  • Equipment
    • equipment
    • equipment project log
    • equipment timecard entry
  • Estimating
    • estimating projects
    • estimate layers
    • estimate layer groups
    • estimating project custom fields

Procore updated the following models (tables):

  • Changes in project_vendor_insurances.sql:
    • Added project_vendor_insurances.external_origin_data
    • Added project_vendor_insurances.external_origin_id
  • Changes in projects.sql:
    • Added projects.code
    • Added projects.delivery_method
    • Added projects.external_origin_data
    • Added projects.external_origin_id
    • Added projects.sector
    • Added projects.work_scope
  • Changes in users.sql:
    • Added users.abbreviated_name
    • Added users.can_push_to_accounting
    • Added users.company_name
    • Added users.company_permission_template
    • Added users.external_origin_data
    • Added users.external_origin_id
    • Added users.login_information_id
    • Added users.origin_id
    • Added users.origin_name
  • Changes in budget_changes.sql:
    • Added budget_changes.external_origin_data
    • Added budget_changes.external_origin_id
  • Changes in budget_line_items.sql:
    • Added budget_line_items.budget_notes
  • Changes in change_events.sql:
    • Added change_events.external_origin_data
    • Added change_events.external_origin_id
  • Changes in commitment_change_orders.sql:
    • Added commitment_change_orders.external_origin_data
    • Added commitment_change_orders.external_origin_id
  • Changes in commitment_line_items.sql:
    • Added commitment_line_items.external_origin_data
    • Added commitment_line_items.external_origin_id
  • Changes in direct_cost_line_items.sql:
    • Added direct_cost_line_items.external_origin_data
    • Added direct_cost_line_items.external_origin_id
  • Changes in direct_costs.sql:
    • Added direct_costs.external_origin_data
    • Added direct_costs.external_origin_id
  • Changes in owner_invoice_line_item_with_markups.sql:
    • Added owner_invoice_line_item_with_markups.external_origin_data
    • Added owner_invoice_line_item_with_markups.external_origin_id
    • Added owner_invoice_line_item_with_markups.materials_presently_stored_qty
    • Added owner_invoice_line_item_with_markups.name
    • Added owner_invoice_line_item_with_markups.new_materials_stored_qty
    • Added owner_invoice_line_item_with_markups.previous_materials_stored_qty
    • Added owner_invoice_line_item_with_markups.prime_contract_id
  • Changes in owner_invoice_line_items.sql:
    • Added owner_invoice_line_items.external_origin_data
    • Added owner_invoice_line_items.external_origin_id
    • Added owner_invoice_line_items.line_type
    • Added owner_invoice_line_items.markup_id
    • Added owner_invoice_line_items.materials_presently_stored_qty
    • Added owner_invoice_line_items.name
    • Added owner_invoice_line_items.new_materials_stored_qty
    • Added owner_invoice_line_items.owner_invoice_line_item_with_markup_id
    • Added owner_invoice_line_items.owner_invoice_markup_line_item_id
    • Added owner_invoice_line_items.previous_materials_stored_qty
  • Changes in owner_invoice_markup_line_items.sql:
    • Added  owner_invoice_markup_line_items.approved_changes
    • Added owner_invoice_markup_line_items.approved_changes_company_currency
    • Added owner_invoice_markup_line_items.approved_changes_project_currency
    • Added owner_invoice_markup_line_items.balance_to_finish
    • Added owner_invoice_markup_line_items.company_id_2
    • Added owner_invoice_markup_line_items.external_origin_data
    • Added owner_invoice_markup_line_items.external_origin_id
    • Added owner_invoice_markup_line_items.line_type
    • Added owner_invoice_markup_line_items.materials_presently_stored_qty
    • Added owner_invoice_markup_line_items.name
    • Added owner_invoice_markup_line_items.new_materials_stored_qty
    • Added owner_invoice_markup_line_items.owner_invoice_line_item_id
    • Added owner_invoice_markup_line_items.owner_invoice_line_item_with_markup_id
    • Added owner_invoice_markup_line_items.previous_materials_stored_qty
    • Added owner_invoice_markup_line_items.prime_contract_id
  • Changes in owner_invoices.sql:
    • Added owner_invoices.external_origin_data
    • Added owner_invoices.external_origin_id
    • Added owner_invoices.tax_applicable_to_this_payment
  • Changes in payments_issued.sql:
    • Added payments_issued.external_origin_data
    • Added payments_issued.external_origin_id
  • Changes in prime_contract_change_order_line_items.sql:
    • Added prime_contract_change_order_line_items.external_origin_data
    • Added prime_contract_change_order_line_items.external_origin_id
  • Changes in prime_contract_change_order_requests.sql:
    • Added prime_contract_change_order_requests.external_origin_data
    • Added prime_contract_change_order_requests.external_origin_id
  • Changes in prime_contract_change_orders.sql:
    • Added prime_contract_change_orders.external_origin_data
    • Added prime_contract_change_orders.external_origin_id
  • Changes in prime_contract_line_items.sql:
    • Added prime_contract_line_items.external_origin_data
    • Added prime_contract_line_items.external_origin_id
    • Added prime_contract_line_items.vendor_id
  • Changes in prime_contract_potential_change_orders.sql:
    • Added prime_contract_potential_change_orders.external_origin_data
    • Added prime_contract_potential_change_orders.external_origin_id
  • Changes in prime_contracts.sql:
    • Added prime_contracts.external_origin_data
  • Added prime_contracts.external_origin_id
  • Changes in subcontractor_invoice_line_items.sql:
    • Added subcontractor_invoice_line_items.materials_presently_stored_qty
    • Added subcontractor_invoice_line_items.materials_previously_stored_qty
    • Added subcontractor_invoice_line_items.new_materials_qty
  • Changes in subcontractor_invoices.sql:
    • Added subcontractor_invoices.external_origin_data
    • Added subcontractor_invoices.external_origin_id
  • Changes in inspections.sql:
    • Added inspections.equipment_identification_number
  • Changes in rfi_assignees.sql:
    • Added rfi_assignees.forwarded_by
  • Changes in submittal_approvers.sql:
    • Added submittal_approvers.is_last_step
  • Changes in equipment_timecard_entry.sql:
    • Added equipment_timecard_entry.equipment_identification_number
    • Added equipment_timecard_entry.equipment_name

procore analytics 2.0 data updates (01/21/2025)

Procore has added the following models (tables):

  • inspection_item_references
  • schedule_task_changes
  • equipment
  • equipment_project_log
  • equipment_timecard_entry
  • payments_project_controls
  • payments_invites
  • payments_agreements
  • pay_requirement_settings

Procore has updated the following models (tables):

  • company_vendor_insurances:
    • Added  company_vendor_insurances.template_name
  • project_role_memberships:
    • Added project_role_memberships.user_id
  • budget_change_workflow_steps:
    • Added budget_change_workflow_steps.current_step_due_date
  • budget_codes:
    • Deleted SELECT budget_codes.budget_code
    • Added SELECT budget_codes.attribute_1_line_item
    • Added budget_codes.attribute_1_name
    • Added budget_codes.attribute_2_line_item
    • Added budget_codes.attribute_2_name
    • Added budget_codes.attribute_3_line_item
    • Added budget_codes.attribute_3_name
    • Added budget_codes.budget_code
  • budget_columns:
    • Added budget_columns.created_at
    • Added budget_columns.updated_at
  • change_event_line_item_with_markups:
    • Deleted SELECT change_event_line_item_with_markups.budget_days_in_stage
    • Added SELECT change_event_line_item_with_markups.biller_id
    • Added change_event_line_item_with_markups.biller_model_name
    • Added change_event_line_item_with_markups.biller_name
    • Added change_event_line_item_with_markups.budget_days_in_stage
    • Added change_event_line_item_with_markups.change_event_events_id
    • Added change_event_line_item_with_markups.change_event_status
    • Added change_event_line_item_with_markups.change_event_title
    • Added change_event_line_item_with_markups.contract_id
    • Added change_event_line_item_with_markups.contract_number
    • Added change_event_line_item_with_markups.contract_title
    • Added change_event_line_item_with_markups.estimated_budget_amount
    • Added change_event_line_item_with_markups.estimated_budget_transfer_amount
    • Added change_event_line_item_with_markups.estimated_cost_amount
    • Added change_event_line_item_with_markups.estimated_cost_amount_company_currency
    • Added change_event_line_item_with_markups.estimated_cost_amount_project_currency
    • Added change_event_line_item_with_markups.event_scope
    • Added change_event_line_item_with_markups.proposed_contract_id
    • Added change_event_line_item_with_markups.proposed_vendor_id
    • Added change_event_line_item_with_markups.source
    • Added change_event_line_item_with_markups.vendor_name
    • Added change_event_line_item_with_markups.wbs_code_id
  • commitment_change_order_line_items:
    • Added commitment_change_order_line_items.commitment_change_order_request_id
    • Added commitment_change_order_line_items.commitment_potential_change_order_id
  • commitment_change_order_workflow_steps:
    • Added commitment_change_order_workflow_steps.current_step_due_date
  • commitment_custom_field_configs:
    • Added commitment_custom_field_configs.name
  • commitment_pco_workflow_steps:
    • Added commitment_pco_workflow_steps.current_step_due_date
  • commitment_workflow_step_occurrences:
    • Added commitment_workflow_step_occurrences.current_step_due_date
  • contract_compliance_documents:
    • Added contract_compliance_documents.template_name
  • owner_invoice_workflow_steps:
    • Added owner_invoice_workflow_steps.current_step_due_date
  • owner_invoices:
    • Added owner_invoices.erp_latest_status
    • Added owner_invoices.erp_updated_at
    • Added owner_invoices.erp_user_name
    • Added owner_invoices.synced_with_accounting
  • payments_beneficiaries:
    • Added payments_beneficiaries.early_pay_classification
  • prime_contract_change_order_line_items:
    • Added prime_contract_change_order_line_items.name
    • Added prime_contract_change_order_line_items.prime_contract_change_order_request_id
    • Added prime_contract_change_order_line_items.prime_contract_potential_change_order_id
  • prime_contract_change_order_workflow_steps:
    • Added prime_contract_change_order_workflow_steps.current_step_due_date
  • prime_contract_pco_workflow_steps:
    • Added prime_contract_pco_workflow_steps.current_step_due_date
  • prime_contract_workflow_steps:
    • Added prime_contract_workflow_steps.current_step_due_date
  • subcontractor_invoice_line_items:
    • Added subcontractor_invoice_line_items.total_retainage
  • subcontractor_invoice_workflow_steps:
    • Added subcontractor_invoice_workflow_steps.current_step_due_date
  • action_plan_custom_fields:
    • Added action_plan_custom_fields.type_id
  • action_plan_line_item_record:
    • Added action_plan_line_item_record.action_plan_line_item_record_resource_url
  • correspondence_custom_fields:
    • Added correspondence_custom_fields.type_id
  • correspondence_response_attachments:
    • Added correspondence_response_attachments.type_id
  • correspondence_schedule_tasks:
    • Added correspondence_schedule_tasks.type_id
  • correspondence_workflow_responses:
    • Added correspondence_workflow_responses.type_id
  • correspondence_workflow_steps:
    • Added correspondence_workflow_steps.type_id
  • daily_log_accident:
    • Added daily_log_accident.daily_log_completion_id
  • daily_log_construction_reports:
    • Added daily_log_construction_reports.daily_log_completion_id
  • daily_log_delay:
    • Added daily_log_delay.daily_log_completion_id
  • daily_log_delivery:
    • Added daily_log_delivery.daily_log_completion_id
  • daily_log_dumpster:
    • Added daily_log_dumpster.daily_log_completion_id
  • daily_log_equipment:
    • Added daily_log_equipment.daily_log_completion_id
  • daily_log_inspection:
    • Added daily_log_inspection.daily_log_completion_id
  • daily_log_manpower:
    • Added daily_log_manpower.daily_log_completion_id
  • daily_log_note:
    • Added daily_log_note.daily_log_completion_id
  • daily_log_observed_weather_condition:
    • Added daily_log_observed_weather_condition.daily_log_completion_id
  • daily_log_phone_call:
    • Added daily_log_phone_call.daily_log_completion_id
  • daily_log_plan_revision:
    • Added daily_log_plan_revision.daily_log_completion_id
  • daily_log_productivity:
    • Added daily_log_productivity.daily_log_completion_id
  • daily_log_quantity:
    • Added daily_log_quantity.daily_log_completion_id
  • daily_log_safety_violation:
    • Added daily_log_safety_violation.daily_log_completion_id
  • daily_log_scheduled_work:
    • Added daily_log_scheduled_work.daily_log_completion_id
  • daily_log_scheduled_work_task:
    • Added daily_log_scheduled_work_task.daily_log_completion_id
    • Added daily_log_scheduled_work_task.schedule_task_id
  • daily_log_visitor:
    • Added daily_log_visitor.daily_log_completion_id
  • daily_log_waste:
    • Added daily_log_waste.daily_log_completion_id
  • inspection_custom_fields:
  • Added inspection_custom_fields.type_id
  • inspection_item_signature_requests:
    • Added inspection_item_signature_requests.inspection_schedule_id
  • inspection_items:
    • Added inspection_items.position_number
  • inspection_schedules:
    • Added inspection_schedules.ends_at
    • Added inspection_schedules.starts_at
  • inspections:
    • Added inspections.equipment_id
    • Added inspections.equipment_name
  • observation_custom_field_configs:
    • Added observation_custom_field_configs.observation_type_id
    • Added observation_custom_field_configs.type_id
  • observation_custom_fields:
    • Added observation_custom_fields.type_id
  • punch_item_bic:
    • Added punch_item_bic.punch_item_bic_id
  • rfis_bic:
    • Added rfis_bic.rfi_bic_id
  • schedule_lookahead_task:
    • Added schedule_lookahead_task.task_id_comp
  • schedule_task:
    • Added schedule_task.task_id
  • submittal_ball_in_courts:
    • Added submittal_ball_in_courts.company_name
    • Added submittal_ball_in_courts.role
  • submittals:
    • Added submittals.ball_in_court_role
    • Added submittals.paused
  • actual_production_quantities:
    • Added actual_production_quantities.wbs_code_id
  • budget_change_production_quantities:
    • Deleted SELECT budget_change_production_quantities.budget_change_production_quantity_id
    • Added SELECT budget_change_production_quantities.budget_change_id
    • Added budget_change_production_quantities.budget_change_production_quantity_id
    • Added budget_change_production_quantities.wbs_code_id
  • prime_potential_change_order_production_quantities:
    • Added prime_potential_change_order_production_quantities.prime_contract_change_order_id
    • Added prime_potential_change_order_production_quantities.wbs_code_id
  • project:
    • Added project.code
  • owner_invoices:
    • Added owner_invoices.Tax_Applicable_To_This_Payment
  • timecard_entries:
    • Added timecard_entries.user_id

procore analytics 2.0 data updates (12/17/2024)

Procore has added (current_step_due_date) to the following models (tables):

  • budget_change_workflow_steps
  • commitment_change_order_workflow_steps
  • commitment_pco_workflow_responses
  • commitment_workflow_step_occurrences
  • owner_invoice_workflow_steps
  • prime_contract_change_order_workflow_steps
  • prime_contract_pco_workflow_steps
  • prime_contract_workflow_steps
  • subcontractor_invoice_workflow_steps

Procore has added the following fields: 

  • actual_production_quantities.wbs_code_id
  • timecard_entries.user_id

Below are the notable changes to Analytics 2.0 Power BI Reports.

Recent Changes 

Report Updates (3/18/2025)

  • Power BI Report Updates
    • Core
      • Tool Configuration 
      • Project Tasks
    • Financials
      • Financials Tool Utilization (Deprecated )
    • Financials Budget and Financials Budget (Custom)
      • Budget Snapshot Forecast (Deprecated)
      • Advanced Forecasting Over Time
    • Owner
      • Advanced Forecasting Over Time
    • Project Management
      • Project Tool Utilization (Deprecated)
      • Project Trending (Deprecated)

Bug fixes and Report updates (02/18/2025)

  • All Reports:
    • Fixed a bug causing an issue with relationships when a token has access to multiple companies.
    • Updated default row limit to prevent refresh from not pulling all data.
    • Added in line comments to some report measure and calculated columns.
  • Project Management
    • Fixed an issue with a relationship causing Ball In Court for submittals to not filter correctly.
  • Quality and Safety
    • Removed filter that was set as default.
    • Fixed an issue where Correspondence custom fields were returning empty.
  • Owner 
    • Updated documentation URL.
    • Fixed an issue when duplicated budget names were used. 

Bug fixes and Report updates (01/21/2025)

  •  Performance Fixed to Custom Budget Report
    • Updated queries to remove redundant parameters and source queries, updated dynamic data type change to properly account for percentage data types.
  • Performance fixes for all reports
    • Removed some report parameters and standard source queries for performance, errors, and clarity.
  • Added Budget Comparison to Budget Report (Analytics 1.0 parity)
  • Added Advanced Forecasting Pages back to Owner and Budget Report
  • Bug Fix - Financials Report - Subcontractor Reconciliation Page
    • Fixes a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore.
  • Bug Fix - Drill through fixes
    • Reintroduced select missing drills through filters from Analytics 1.0.

bug fixes and Report updates (12/17/2024)

  • All Reports
    • Removed some report parameters and standard source queries for performance, errors, and clarity
  • All Reports 
    • Reintroduced some missing drills through filters from Procore Analytics 1.0
  • Procore Financials Budget (Custom) 
    • Updated queries to remove redundant parameters and source queries
    • Updated dynamic data type change to properly account for percentage data types
  • Procore Financials Budget 
    • Added Budget Comparison 
  • Procore Owner and Procore Financials Budget
    • Added Advanced Forecasting 
  • Procore Financials - Subcontractor Reconciliation 
    • Fixed a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore 

bug fixes and Report updates (11/04/2024)

  • All Reports
    • Fixed bugs with various URLs
    • Removed HTML tags in some description columns to display better in Power BI
  • Procore Daily Logs 
    • Added 'Attachment Details' visual to the following pages: Construction, Delays, Deliveries, Manpower, Notes
  • Procore Adoption  
    • Various bug fixes

bug fixes and Report updates (10/14/2024)

  • Procore Project Management 
    • Added Schedule ToDos and Schedule ToDo Gantt pages
  • Procore Quality & Safety 
    • Fixed tooltips for TRIFR Analysis

bug fixes and Report updates (10/07/2024)

  • Procore Financials Budget 
    • Various bug fixes and formatting changes
  • Procore Quality & Safety 
    • Various bug fixes and formatting changes
  • Procore Project Management 
    • Various bug fixes and formatting changes 
  • Procore Actions Plans 
    • Various bug fixes and formatting changes
  • Procore Daily Logs 
    • Various bug fixes and formatting changes
  • Procore Adoption
    • Uploaded report to Analytics
  • Procore Design Coordination 
    • Uploaded report to Analytics