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Reports

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  1. Add a how-to article to your user guide
  2. Add a reference article to your User Guide
  3. Company Level Reports
  4. Job Role
  5. Recent Changes
    1. Updated Styling On Publish Report Modal for Custom Reports (11/27/2017)
    2. Added Columns To Potential Change Order Custom Report (11/27/2017)
    3. Change Column Name For Change Events Custom Reports (11/21/2017)
    4. Applied Updated Styling on Assign To Projects Modal (11/21/2017)
    5. Added Date Calculation To Custom Reports (10/5/2017)
    6. Added Next Gen Change Events To Company Custom Reports (10/5/2017)
    7. Added Dashboard Filters For Project Fields (9/6/2017)
    8. Added Core Fields To Company Reporting (9/6/2017)
    9. Updated 'Add Tab' In Custom Reports (8/3/2017)
    10. Updated Aggregations On Charts To Include AVG, MIN, MAX (7/19/2017) 
    11. Added 'Closed Date' And 'Response Date' To Punch List Custom Reports (7/19/2017) 
    12. Added 'Days Overdue' and 'Overdue' columns to Submittals Custom Reports (7/14/2017)
    13. Added A New 'Meeting Wide Number' Column To Custom Meeting Reports (6/23/2017)
    14. Added Project Department And Office To Company Custom Reports (6/14/2017)
    15. Improved Adding Rows To Calculated Column Modal In Reports Tools (6/7/2017)
    16. Upgraded Financial Line Item Summary Reports Division to be Filterable (6/6/2017)
    17. Added 'Completed Commitments' Column to Custom Financial Line Item Summary Reports (6/5/2017)
    18. Added Fullscreen to Product Line Dashboards in Reports Tools (5/30/2017)
    19. Added Warranty Start and Warranty End Dates to Custom Portfolio Reports (5/22/2017)
    20. Added Bid Package Name Filter to Custom Bidding Reports (5/22/2017)
    21. Added Cost Code Column To Custom Directory Reports (5/22/2017)
    22. Added a Parent Job Column to Custom Reports (5/12/2017)
    23. Updated Custom Reports for Budget Snapshots (5/10/2017) 
    24. System Now Sends Emails On Publish For Dashboards & Custom Reports (5/9/2017)
    25. Added Requisitions To The Custom Commitments Report (5/4/2017)
    26. Updated the Outbound Emails Report CSV Export  (5/3/2017)
    27. Create Custom Meeting Reports In the Reports Tools (4/21/2017) 
    28. Added en-AU Translation to Construction Financials Dashboard (4/18/2017)
    29. Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (4/12/2017)
    30. Improved Column Alignment On Reports Table (4/11/2017)
    31. Create Custom Bidding Reports (4/5/2017) 
    32. Now Hiding Schedule Complete Column If Schedule Tool Is Disabled (3/22/2017)
    33. Enabled Aggregations for Prime Contract Change Order Columns (3/16/2017)
    34. Added Expand/Collapse All To Groups In Custom Reports (3/16/2017)
    35. Added Inspection Item 'Details' To Custom Reports (3/14/2017)
    36. Renamed Columns in Custom Drawings Report (3/9/2017) 
    37. Added Specs To Custom Reports (3/3/2017)
    38. Added Project Columns Across All Tools On Custom Reports (3/3/2017)
    39. Added Resource Column To Custom Schedule Reports (2/21/2017)
    40. Added Preset Date Range Filters To Custom Reports (2/17/2017)
    41. Added Custom Fields To Custom RFIs Reports (2/17/2017)
    42. Added Custom Fields To Custom Portfolio Reports (2/14/2017)
    43. Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)
    44. Added Drawings to Custom Reports (2/3/2017)
    45. Added Daily Log's Call Log To Custom Reports (1/18/2017) 
    46. Added Title Links To Inspection Summary Reports (1/18/2017)
    47. Added 'Response Date' For Custom Punch List Reports (1/16/2017)
    48. Updated Permissions For Commitment Cost Report In Reports Tool (1/5/2017) 
  6. All Changes
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    1. User Guide

Reports (Company Level)

Procore's Company level Reports tool provides your company with access to a variety of canned reports detailing your company's Procore datasets--everything from high-level project overviews to company-wide timecard information. The tool also lets users with 'Admin' level permissions build detailed custom reports, as well as to narrow down on more precise detail using the project rollup reporting feature.

VIEW THE FEATURES
  • Generate and analyze company-wide overview reports about your projects.
  • Summarize unexecuted prime contract change orders, job cost information, daily log notes, and more.
  • Summarize individual assignments.
  • Track Procore user sessions and monitor your end user's training progress.
  • Export report data to the CSV or PDF file formats.
 
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