Analytics - Report Change Log

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

Recent Changes 

BUG FIXES and Report updates (08/19/2025)

  • 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

BUG FIXES and Report updates (07/22/2025)

  • 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

Report Updates (06/17/2025)

  • 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

Report Updates (05/20/2025)

  • 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

Report Updates (04/22/2025)

  • 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

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