Analytics - Report Change Log

New Analytics BSA Compliance Scorecard (UK) Report

• Introduced a new report for UK Dutyholders that provides an auditable digital record of Building Safety Act metrics. This report leverages Golden Thread principles to support Gateway 2 submissions and minimize regulatory delays.

Procore Financials 2.0

• Added "company_currency" columns

  • The report uses currency columns to display values in the company's currency, ensuring that aggregates total correctly. This is particularly useful for companies managing projects in multiple currencies.

Procore Financials Budget 2.0 (Custom)

• Fixed an issue where the report would fail to refresh if the "Job to Date Costs" step was included, but the column did not exist in the budget view.

Procore Specialty Contractor 2.0

• Fixed an issue with "Budgeted Hours" and added "Revised Hours".

Other Updates

• Current report version numbers:

  • Procore Action Plans 2.0 - 25.09.11

  • Procore Adoption 2.0 - 25.09.11

  • Procore Core 2.0 - 25.09.11

  • Procore Daily Logs 2.0 - 25.09.11

  • Procore Design Coordination 2.0 - 25.09.11

  • Procore Financials 2.0 - 25.12.30

  • Procore Financials Budget 2.0 - 25.09.19

  • Procore Financials Budget 2.0 (Custom) - 26.01.19

  • Procore Owner 2.0 - 25.09.23

  • Procore Project Management 2.0 - 25.12.10

  • Procore Quality and Safety 2.0 - 25.09.24

  • Procore Risk 2.0 - 25.09.11

  • Procore Specialty Contractor 2.0 - 26.01.14

  • Procore Vendor Performance 2.0 - 25.09.11

Procore Specialty Contractor 2.0

• Fixed issues caused by source data type changes.

Procore Project Management 2.0

• Fixed issues caused by source data type changes.

• Updated "Late Items" calculations to include late inspections.

Other Updates

• Current report version numbers:

  • Procore Action Plans 2.0 - 25.09.11

  • Procore Adoption 2.0 - 25.09.11

  • Procore Core 2.0 - 25.09.11

  • Procore Daily Logs 2.0 - 25.09.11

  • Procore Design Coordination 2.0 - 25.09.11

  • Procore Financials 2.0 - 25.09.11

  • Procore Financials Budget 2.0 - 25.09.19

  • Procore Financials Budget 2.0 (Custom) - 25.10.16

  • Procore Owner 2.0 - 25.09.23

  • Procore Project Management 2.0 - 25.12.10

  • Procore Quality and Safety 2.0 - 25.09.24

  • Procore Risk 2.0 - 25.09.11

  • Procore Specialty Contractor 2.0 - 25.11.24

  • Procore Vendor Performance 2.0 - 25.09.11

New Analytics Preconstruction Beta Report

Analytics Project Management 2.0

• Resolved an issue where submittals were not displaying correctly.

Other Updates

• Current report version numbers:

  • Procore Action Plans 2.0 - 25.09.11

  • Procore Adoption 2.0 - 25.09.11

  • Procore Core 2.0 - 25.09.11

  • Procore Daily Logs 2.0 - 25.09.11

  • Procore Design Coordination 2.0 - 25.09.11

  • Procore Financials 2.0 - 25.09.11

  • Procore Financials Budget 2.0 - 25.09.19

  • Procore Financials Budget 2.0 (Custom) - 25.10.16

  • Procore Owner 2.0 - 25.09.23

  • Procore Project Management 2.0 - 25.11.07

  • Procore Quality and Safety 2.0 - 25.09.24

  • Procore Risk 2.0 - 25.09.11

  • Procore Specialty Contractor 2.0 - 25.10.20

  • Procore Vendor Performance 2.0 - 25.09.11

Procore Specialty Contractor 2.0

• Added new Work Force Planning Report pages.

Procore Financials Budget 2.0 (Custom)

• Fixed an issue where the "Forecast column" would appear blank (null).

Procore Financials Budget 2.0

• Fixed a display problem with the visual hierarchy in "Budget Comparison".

Procore Project Management 2.0

• Converted date time zone data from UTC to the project's time zone. Find the columns with the "_local" suffix.

Procore Quality and Safety 2.0

• Converted date time zone data from UTC to the project's time zone. Find the columns with the "_local" suffix.

Other Updates

• Current report version numbers:

  • Procore Action Plans 2.0 - 25.09.11

  • Procore Adoption 2.0 - 25.09.11

  • Procore Core 2.0 - 25.09.11

  • Procore Daily Logs 2.0 - 25.09.11

  • Procore Design Coordination 2.0 - 25.09.11

  • Procore Financials 2.0 - 25.09.11

  • Procore Financials Budget 2.0 - 25.09.19

  • Procore Financials Budget 2.0 (Custom) - 25.10.16

  • Procore Owner 2.0 - 25.09.23

  • Procore Project Management 2.0 - 25.09.25

  • Procore Quality and Safety 2.0 - 25.09.24

  • Procore Risk 2.0 - 25.09.11

  • Procore Specialty Contractor 2.0 - 25.10.20

  • Procore Vendor Performance 2.0 - 25.09.11

Procore Core 2.0

• Removed $ symbols

Procore Financials 2.0

• Removed $ symbols

Procore Risk 2.0

• Removed $ symbols

Procore Specialty Contractor 2.0

• Minor Bug Fixes

Procore Project Management 2.0

• Fixed a bug where the RFI Ball in court was displaying incorrectly

Procore Financials Budget 2.0

• Fixed table visuals to display columns to match the Procore user interface

Other Updates

• Current report version numbers:

  • Procore Action Plans 2.0 - 05.27

  • Procore Adoption 2.0 - 05.27

  • Procore Core 2.0 - 07.28

  • Procore Daily Logs 2.0 - 06.18

  • Procore Design - 06.18

  • Procore Financials - 07.28

  • Procore Financials Budget 2.0 - 08.06

  • Procore Financials Budget (Custom) - 06.18

  • Procore Quality & Safety 2.0 - 05.27

  • Procore Project Management 2.0 - 08.18

  • Procore Owner 2.0 - 06.18

  • Procore Risk 2.0 - 07.28

  • Procore Specialty Contractor 2.0 - 07.23

  • Procore Vendor Performance 2.0 - 05.27

Procore Financials 2.0

• Commitment Payments report page

  • Fixed a bug where the 'Contractor' filter was not working correctly

Other Updates

• Current report version numbers:

  • Procore Action Plans 2.0 - 25.05.27

  • Procore Adoption 2.0 - 25.05.27

  • Procore Core 2.0 - 25.06.18

  • Procore Daily Logs 2.0 - 25.06.18

  • Procore Design Coordination 2.0 - 25.06.18

  • Procore Financials 2.0 - 25.07.08

  • Procore Financials Budget 2.0 - 25.06.18

  • Procore Financials Budget (Custom) 2.0 - 25.06.18

  • Procore Owner 2.0 - 25.06.18

  • Procore Project Management 2.0 - 25.05.27

  • Procore Quality and Safety 2.0 - 25.05.27

  • Procore Risk 2.0 - 25.05.27

  • Procore Specialty Contractor 2.0 - 25.06.18

  • Procore Vendor Performance 2.0 - 25.05.27

Power BI Report Updates

• All Reports

• Minor performance tweaks

Procore Core

• Fixed broken URLs in some visuals

Procore Daily Logs

• Fixed broken URLs in some visuals

Procore Design Coordination

• Fixed broken URLs in some visuals

Procore Financials

• Fixed broken URLs in some visuals

Procore Financials Budget 2.0

• Fixed an issue where the budget snapshots [Forecast to Complete] were not aggregating correctly

• Fixed broken URLs in some visuals

Procore Financials Budget (Custom) 2.0

• Fixed an issue where the budget snapshots [Forecast to Complete] were not aggregating correctly

• Fixed broken URLs in some visuals

Other Updates

• Current report version numbers:

  • Procore Action Plans 2.0 - 25.05.27

  • Procore Adoption 2.0 - 25.05.27

  • Procore Core 2.0 - 25.06.18

  • Procore Daily Logs 2.0 - 25.06.18

  • Procore Design Coordination 2.0 - 25.06.18

  • Procore Financials 2.0 - 25.06.18

  • Procore Financials Budget 2.0 - 25.06.18

  • Procore Financials Budget (Custom) 2.0 - 25.06.18

  • Procore Owner 2.0 - 25.06.18

  • Procore Project Management 2.0 - 25.05.27

  • Procore Quality and Safety 2.0 - 25.05.27

  • Procore Risk 2.0 - 25.05.27

  • Procore Specialty Contractor 2.0 - 25.06.18

  • Procore Vendor Performance 2.0 - 25.05.27

Power BI Report Updates

• Procore Financials Budget (Custom)

  • Report updated to work with multi-select synced custom budget view

  • Report updated to include snapshot_type filter

• Procore Financials Budget

  • Report updated to include snapshot_type filter

• Procore Project Management Report

  • Fixed incorrect calculation for Gantt visuals

  • Report updated the start and end date column names in visuals to match the Procore user interface

Procore Specialty Contractor

• Uploaded report to Analytics

Procore Action Plans 2.0

• Adjusted logic on “Progress” page to include items that have no progress (0%)

Procore Financials Budget 2.0

• Fixed bug that would occur with multiple budget snapshots taken in the same day

Procore Financials

• Added ProjectTool table to data model

• Added “Tool Configuration” report page

Procore Project Management 2.0

• Added ProjectTool table to data model

• Added “Tool Configuration” report page

All Reports

• Minor performance enhancements

Data Connectors

• Added support for incremental refresh.

Other Updates

• Added procore_analytics_metadata table which contains:

  • Model Name

  • Primary Keys

  • Refresh Type - FULL/INCREMENTAL

  • last_refresh_time - Data last refreshed on PA tables

  • latest_transaction_timestamp - Cut off time from Procore APP

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)

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.

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.

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

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

Procore Project Management

• Added Schedule ToDos and Schedule ToDo Gantt pages

Procore Quality & Safety

• Fixed tooltips for TRIFR Analysis

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