Analytics 2.0 Report Pages

The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status, and more.

The Action Plans Matrix provides users with all of the detailed information available within their action plans.

The Ball in Court Report for Action Plans shows a high-level view of stakeholder responsibility in user action plans, ensuring accountability and clarity around the progression of tasks or approvals.

As part of the Procore Analytics Action Plan Report, the Progress Report provides users with a high-level view of their action plan item completion percentage. The templates and locations are in alphanumeric order so the report can will give users a better view if the templates and locations are ordered accordingly. This page can be toggled between a bar chart, a gantt chart, and a progress matrix style view.
 

As part of the Procore Analytics Action Plan Report, the Key Influencers Report analyzes factors contributing to the percentage of late action plan items.

As part of the Procore Analytics Action Plans Report, the Root Cause Analysis Report analyzes factors contributing to late items on actions place with a corresponding percentage score.

As part of the Procore Analytics Action Plan Report, the Data Quality Report shows users which fields may be missing data in Procore.

As part of the Procore Analytics Action Plan Report, the Change History Report shows all changes made to all action plans.

As part of the Procore Analytics Adoption Report, the Leaderboard Report gives you a comprehensive view of which projects are leading the charge in leveraging Procore. You can also see which projects are lagging behind. Analyze your data by project, office, region, user, and many more fields to gain further insights.

The Record Creation Analysis report page is highly configurable and enables analysis across many predefined metrics. Customers can configure which metric they want to review and analyze the underlying data.

As part of the Procore Adoption Report, the Collaborator Analysis Report lets you analyze how your partners or collaborators are leveraging Procore. The report allows you to define a target KPI, which can be used to measure progress toward your collaborator adoption goals. Overall, this report can be used to guide conversations with your partners to ensure all your business processes and workflows are happening within the Procore platform.

As part of the Procore Analytics Adoption Report, the Benchmark Analysis Report is a highly configurable report that compares one or more projects against a benchmark set of data. The report allows you to compare your initial data set with a benchmark categorized by project, project type, office, square footage, and the project's estimated value. The Benchmark Analysis Reports can also help you see if an ongoing project is producing data in a way similar to past projects of the same type.

This report is very similar to the old Tool Configuration page found in the Procore Core report. This page enables the user to understand the consistency of tools as they are rolled out across their portfolio of projects.

The Data Quality report page enables the user to understand data quality metrics on their project records. The report gives them quick insights and helps them quickly address missing data. By filling in missing values, additional capabilities such as benchmarking and trend analysis across Procore Analytics are possible.

The Configuration report page has a number of configuration options that can be selected. These include: tools to report usage on, email domains, and collaborator record creation %. See Configure the Procore Analytics Adoption Report.

As the main landing page of the Procore Analytics Core Report, the Core Insights report page provides users with a number of visuals with basic information from all other report pages in the Core Report.

As part of the Procore Analytics Core Report, the Companies report page provides basic information about companies in to the Company level Directory tool. Information such as each company's address and authorized bidder status are displayed, as well as a map of all companies.

As part of the Procore Analytics Core Report, the Company Vendor Insurance Compliance report page allows users to audit the Company level insurance compliance for each company in the Company level Directory tool. Adjusting the 'Minimum Limit Required' slicer immediately updates the compliance data in the other visuals in the report page based on the amount set.

As part of the Procore Analytics Core Report, the Company Vendor Insurance Compliance report page allows users to audit the Company level insurance compliance for each company in the Company level Directory tool. Adjusting the 'Minimum Limit Required' slicer immediately updates the compliance data in the other visuals in the report page based on the amount set.

As part of the Procore Analytics Core Report, the Users report page provides basic information about all users within the company's Procore account.

As part of the Procore Analytics Core Report, the Company Permission Matrix report page displays data based on the default permission template assigned to users in the Company level Directory tool.

As part of the Procore Analytics Core Report, the Project Permission Matrix report page displays data based on the permission templates assigned to all users in all projects.

As part of the Procore Analytics Core Report, the Project Permission Matrix report page displays data based on the permission templates assigned to all users in all projects.

As part of the Procore Analytics Core Report, the Maps report page shows an interactive map of all active projects. The map view can be categorized by Project Type, User, Client, Office, Program, and Region.

The Project Tool Utilization report includes a summary of your company's Projects By Stage, with a count of the project(s) in each stage of construction. By applying the Project, Project Role, and Project User filters, you can include all available data or narrow the data plotted.

• The Project Tool Utilization table groups your WBS cost code segment data (see Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?) by office location. See Add an Office Location and Assign an Office Location to a Project. 
• The columns in the Project Tool Utilization table provide counts and a color-coded heat map to show the number of items created. 

The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status, and more.