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Company Level Reports
The following table highlights which user permissions are required to perform the described user action.
* Users can only edit, distribute, delete, and view the reports they created.
Job Role
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
Below are the notable changes to the company's Reports tool.
Recent Changes
Added A New 'Meeting Wide Number' Column To Custom Meeting Reports (6/23/2017)
Added a new "Meeting Wide Number" column to the Project and Company level 'Meeting Items' custom reports.
Added Project Department And Office To Company Custom Reports (6/14/2017)
Added Project Department and Office to Company Custom Reports.
Improved Adding Rows To Calculated Column Modal In Reports Tools (6/7/2017)
Updated the Company and Project level Reports tools to improve the Calculated Column modal so the focus now scrolls to the bottom when a user adds a new row to a calculated column.
Upgraded Financial Line Item Summary Reports Division to be Filterable (6/6/2017)
The Division column in the Financial Line Item Summary custom reporting tool is now filterable in both Project and Company levels.
Added 'Completed Commitments' Column to Custom Financial Line Item Summary Reports (6/5/2017)
Updated the Company and Project level Reports tools to add a Completed Commitments column to the Financial Line Item Summary Custom Report.
Added Fullscreen to Product Line Dashboards in Reports Tools (5/30/2017)
Updated the Company and Project level Reports tools to add fullscreen to the Product Line Dashboards.
Added Warranty Start and Warranty End Dates to Custom Portfolio Reports (5/22/2017)
Updated the Company and Project level Reports tools to add the Warranty Start and Warranty End Dates as Available Columns in custom reports that included data from the Portfolio tool. These dates specify the contract warranty period for a construction project.
Added Bid Package Name Filter to Custom Bidding Reports (5/22/2017)
Updated the Reports tools to add a "Bid Package Name" filter to custom reports that include information from the Bidding tool.
Added Cost Code Column To Custom Directory Reports (5/22/2017)
Updated the Company and Project level Reports tools to add the Cost Code column to custom reports that include information from the the Directory tool.
Added a Parent Job Column to Custom Reports (5/12/2017)
Updated the custom reports feature to add a Parent Job column to custom Portfolio reports.
Updated Custom Reports for Budget Snapshots (5/10/2017)
Updated the custom reports feature in the Reports tool to add the required definitions for the Configurable Views feature so the Budget Snapshot Report now shows all visible columns. See How do I make a report that compares budget snapshots?
System Now Sends Emails On Publish For Dashboards & Custom Reports (5/9/2017)
Updated the Reports tools so that the system now sends emails out when Dashboards and Custom Reports are published.
Added Requisitions To The Custom Commitments Report (5/4/2017)
Updated the Company and Project level Reports tool to add requisitions to the Custom Commitments Report.
Updated the Outbound Emails Report CSV Export (5/3/2017)
Updated the Company level Reports tool to add a CSV export for the Outbound Emails Report that now includes the "Invalid Email Address" column.
Create Custom Meeting Reports In the Reports Tools (4/21/2017)
If your company has enabled the Reports tools (either at the company level or on a project), you can now create custom reports that includes data from Procore's Meetings tool. For details, see Create a Custom Company Report or Create a Custom Project Report.
Added en-AU Translation to Construction Financials Dashboard (4/18/2017)
Updated the Construction Financials Dashboard in the Reports tool with Australian English (en-AU) translations.
Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (4/12/2017)
Updated the Reports dashboard for the Quality and Safety product line to change the name of one of the charts from 'Open Inspections Packages by Project' to 'Open Inspections by Project'.
Improved Column Alignment On Reports Table (4/11/2017)
Updated the Reports tools to improve the column alignment on the Reports table.
Create Custom Bidding Reports (4/5/2017)
Updated the Reports tool so that now, user with 'Admin' level permissions on the Bidding tool can now create Bidding Reports.
Now Hiding Schedule Complete Column If Schedule Tool Is Disabled (3/22/2017)
Updated the Company level Reports tool to hide the "Schedule % Complete" column on the Job Cost Summary Report if the Project level Schedule tool is disabled in Procore.
Enabled Aggregations for Prime Contract Change Order Columns (3/16/2017)
Updated the Reports tool to enable aggregations for Prime Contract Change Order columns (i.e., Prime CO Schedule Impact and Prime CO Created At) for custom Change Events reports.
Added Expand/Collapse All To Groups In Custom Reports (3/16/2017)
Updated the Reports tools to add Expand/Collapse All for grouping on custom reports. Note: This function does not yet persist or export.
Added Inspection Item 'Details' To Custom Reports (3/14/2017)
Added Inspection Item 'Details' Field to custom reports in the Company and Project level Reports tools.
Renamed Columns in Custom Drawings Report (3/9/2017)
Updated the Reports tools to rename the following columns in the Custom Drawings Report: "Drawing Sketches Count" to "No. of Sketches" "Reviewed at" to "Published Date" "Drawing Revision ID" to "Drawing ID" "Created By" to "Published By" Also, the "Created At" Column has been removed.
Added Specs To Custom Reports (3/3/2017)
Added Specifications to custom reports.
Added Project Columns Across All Tools On Custom Reports (3/3/2017)
Added the following columns to all company tools except for Directory and Portfolio: Project Date Created, Project Address, Project ZIP, Project City, Project state, Project phone, Project square feet, Project Notes, Project estimated start date, Project estimated completion date, and Project designated market area.
Added Resource Column To Custom Schedule Reports (2/21/2017)
Added a Resource column to Schedule Tasks on custom Schedule reports.
Added Preset Date Range Filters To Custom Reports (2/17/2017)
Updated the Reports tools to add more preset date range filters to custom reports.
Added Custom Fields To Custom RFIs Reports (2/17/2017)
Updated the Reports tools too add custom fields to custom RFI reports.
Added Custom Fields To Custom Portfolio Reports (2/14/2017)
Updated the Reports tools to add custom fields to custom Portfolio reports.
Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)
Updated the custom reports feature to add a custom text field and text area to custom Submittals reports.
Added Drawings to Custom Reports (2/3/2017)
Updated the custom reports feature to add the ability to create reports for the Drawings tool.
Added Daily Log's Call Log To Custom Reports (1/18/2017)
Updated the Reports tool to add the Daily Log's Call Log to custom reports.
Added Title Links To Inspection Summary Reports (1/18/2017)
Updated the Reports tool to add Title links to the Inspection Summary Report in custom reports.
Added 'Response Date' For Custom Punch List Reports (1/16/2017)
Updated the Reports tools to add the 'Response Date' column to custom reports that include data from the Punch List tool.
Updated Permissions For Commitment Cost Report In Reports Tool (1/5/2017)
Updated the Reports tool to change the display of the Committed Cost Report so that it will now only display the contract(s) the user has permissions to access. Users with 'Admin' level have permission to view all Commitment Contracts, therefore they will be able to run a Commitment Cost Report report that contains all contracts.
All Changes
