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Create Custom Portfolio Reports

Objective

To create a custom report that provides a more organized, real-time view of project-specific data. For example, an owner or project manager might want to create a custom report that highlights critical project dates, as well as the name of the key stakeholders. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Portfolio tool.
  • Prerequisites:
  • Additional Information:
    • Only 'Admin' level users can create/edit/view/delete custom portfolio reports.
    • The only data displayed in the custom portfolio reports are only viewable under the Portfolio tab; they are not shown under the Reports tab.
    • There is no limit to the number of custom reports you can create.

Steps

Important! Before you create a custom report, you may want to first add custom data fields that can be included in your reports. For example, you may want to add a field for highlighting key project roles and dates. See the Prerequisites above for details. 

    Navigate to your company's Portfolio tool.
  1. This reveals the Portfolio page. 
  2. Choose one of these options to launch the custom report feature:
    • Next to Custom Reports, click New
      OR
    • First, click Configure Settings . Next, click Custom Reports and then click Create Custom Report
      This opens the Create Custom Portfolio Report page. 
  3. Do the following:
    1. Name. Enter a name for the custom report (e.g., Key Projects by Program). This is a required field.

    2. Group By. Select how to group your report information. Your grouping options are: Program, Stage, Type, and Office Name

    3. Columns. Place a checkmark in the box(es) that correspond to the columns that you want to include (Note: If you want to change the display order of your report's columns, grab the column by the hamburger (≡) button and use a drag-and-drop operation to place it in the desired position). 
      Note: If you want to include columns that correspond to fields that have been customized for your organization, such as project roles (e.g., Project Manager), project dates (e.g., Project Kickoff), or owner types (i.e., Owner/Builder), you must create those selections first. See Add a Custom Project RoleAdd Custom Project Dates​, or Add a Custom Owner Type.

    4. Filters. Apply the following filters to your report:
      • Status. Filter the custom report data by status by selecting Active, Inactive, or All from this list. 

      • Program. Filter the custom report data by program, select one or more from the list. These selections are created in the Company level Admin tool. See Add Programs.

      • Stage. Filter the custom report data by stage, select one or more from the list. These selections are created in the Company level Admin tool. See Add a Custom Project Stage.

      • Type. Filter the custom report data by project type, select one or more from the list. These selections are created in the Company level Admin tool. See Add a Custom Project Type.

      • Department. Filter the report by department, select one or more from the list. These selections are created in the Company level Admin tool. See Add a Custom Department.

      • Office. Filter the report by office location, select one or more from the list. These selections are created in the Company level Admin tool. See Add an Office Location.

  4. Click Save.
    The system generates you report using your specified settings. 
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Last modified
10:35, 19 Oct 2017

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