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Procore

Company 360 Reporting

Procore's Company 360 Reporting tool provides your company with access to your Procore data across your portfolio to create reports. Procore offers three types of reports:

  • 360 Reports allow users to build their own reports with data from across multiple tools and with data from active and inactive projects. Users must be company admins to access these reports.
  • Canned reports are prepopulated reports with information on important datasets - everything from high-level project overviews to company-wide timecard information.
  • Single Tool 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 360 Reporting tool.
  • For an in-depth guide on how the data is structured, see our 360 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
 

Company report permissions are separated into Single Tool Reports and 360 Reports sections. Or see project level permissions.

Single Tool 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
Copy 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.

360 Reports

Task None Read Only Standard Company Admin
View a Report       icon-mindtouch-table-check.png
Create a Report       icon-mindtouch-table-check.png1
Edit a Report       icon-mindtouch-table-check.png1
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
Copy a Report       icon-mindtouch-table-check.png

1 Super Private Correspondence records are not available in 360 Reports.

 

In addition, Depending on the field group, users may need additional permissions at the company level in order to access the reportable data from within the Project level 360 Reporting tool. The table below shows the permissions required on the source tool to access the reportable data.

Field Group Source Tool None Read Only Standard Company Admin
Company Folder/Document 1 Company Admin       icon-mindtouch-table-check.png 1

1 Requires Company Directory Admin permissions in the Company Admin tool.

Below are the notable changes to the Company 360 Reporting tool.

Recent Changes

360 Reporting: Additional User Activity Fields & Filters (06/19/2025)

Starting June 19th, the User Activity report in Procore’s 360 Reporting tool will have eight new fields and filters: User Is Active, User Role, User Job Title, User Default Permission Template, User Last Log In Date, User Log In Email, User is Authorized Bidder, and Project Is Demo. These additions provide construction stakeholders with more granular insights for improved decision-making. See the ‘User Activity’ chapter of the 360 Reporting: Data Guide for details.

Resource Planning Data Enters Open Beta in 360 Reporting  (06/17/2025)

Resource Planning data moved from closed to open beta in Procore’s 360 Reporting platform. Create impactful reports on your project and people data by participating in this beta while we refine functionality to add value across diverse use cases. Custom fields are included. See a list of the Resource Planning fields and object joins in the ‘Resource Management’ chapter of our 360 Reporting: Data Guide.

Custom Fields from Documents tool Included in Enhanced Reporting (06/17/2025) 

Procore’s 360 Reporting tool now includes custom fields from documents and document folders. This allows you to tailor reports to specific project needs by reporting on custom field data from the Documents tool.

‘Load Data Manually’ Defaults to ‘On’ in 360 Reporting (06/12/2025)

The ‘Load Data Manually’ toggle in Procore’s 360 Reporting tool now defaults to the on position, allowing you to finalize report adjustments before the new data populates. Reduce wait time and streamline your workflow when editing large or complex reports by keeping the ‘Load Data Manually’ toggled on so you can manually refresh the data with a simple click of the ‘Load Data’ when you’re ready. You can always toggle off ‘Load Data Manually’ to enable automatic updates. This toggle change is in a phased release and will gradually become available to all accounts over the next week. See Edit a Company 360 Report to learn more.

New Document Field Groups for Enhanced Reporting (05/20/2025)   

Procore’s 360 Reporting tool has three new field groups for reporting on document and folder metadata to enhance understanding of document versioning, tags, and watchers. The two new project-level field groups from the Documents tool are ‘Folder/Document’ and ‘Folder/Document Watcher.’ The new company-level field group is ‘Company Folder/Document’. Find all three in the Project Execution dataset. See 360 Reporting: Data Guide.

Enhanced Reporting for Preconstruction Estimating Data (05/20/2025)   

Procore released a new dataset in 360 Reporting called 'Preconstruction’ for reporting on project estimation data. The Estimating dataset includes budget item estimates, project estimates, and more to assist with project planning and decision making. See 360 Reporting: Data Guide.

Enhanced Reporting for Directory and Portfolio Data (04/23/2025)

Procore released a new dataset in 360 Reporting called "Directory & Portfolio," enhancing the ability to report on directory tool data such as user and company information, projects, and more. The "Directory & Portfolio" dataset includes comprehensive data tables for companies, users, projects, insurance, comments, and distribution groups. To learn more, see 360 Reporting: Data Guide.

Enhanced Reporting for Payment Data (12/17/2024)

Procore has expanded the 360 Reporting capabilities to include new data objects related to payment processes, enhancing the reporting capabilities for general and specialty contractors. The 360 Reporting tool now supports data on payment beneficiaries, disbursements, payment permissions, and more, allowing for comprehensive analysis and management of payment-related activities. To learn more, see 360 Reporting: Data Guide.

New release: 360 Reporting (11/12/2024)

360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success, and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.

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.