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Procore

Company Reports

Procore's Company level Reporting tool provides your company with access to your Procore data across your portfolio to create reports. Procore offers three types of reports:

  • Enhanced reporting allows users to build their own reports with data from across tools and with data from active and inactive projects. Users must be company admins to access.
  • Canned reports are prepopulated reports with information on important datasets - everything from high-level project overviews to company-wide timecard information.
  • Custom reports allow users to build their own reports on data from one tool on active projects only. Users must have 'Admin' level permissions to the report tool.
  • For an in-depth guide on how the data is structured, see our Enhanced Reporting: Data Guide.

 

See Project Level: Reports for additional documentation.

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Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 

Permissions are separated into Custom Reports and Enhanced Reporting sections

Custom Reports

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Visual to a Custom Company Report1,2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Aggregate Data in a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Snapshot of a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company Level Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Custom Company Report3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Company Report1       icon-mindtouch-table-check.png
Share a Dashboard6       icon-mindtouch-table-check.png
View a Report2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 This task can only be completed by the report's creator.

Report-specific permissions may apply. 

This task can be completed by users with access to the report as its creator or a viewer (if shared).

This task can only be completed by the creator of a report's visuals.

5 The Company Level Open Submittals Report must be enabled on the backend by Procore.

This task can only be completed by the dashboard's creator.

Enhanced Reporting

General Tasks None Read Only Standard Company Admin
View a Report       icon-mindtouch-table-check.png
Create a Report       icon-mindtouch-table-check.png
Edit a Report       icon-mindtouch-table-check.png
Delete a Report       icon-mindtouch-table-check.png
Share a Report       icon-mindtouch-table-check.png
Export a Report       icon-mindtouch-table-check.png
Distribute a Report       icon-mindtouch-table-check.png
Clone a Report       icon-mindtouch-table-check.png

Below are the notable changes to the Company level Reports tool.

Recent Changes

Enhanced Reporting for Workforce Management (04/10/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (03/13/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.