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.
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
See Project Level: Reports for additional documentation.
The following table highlights which user permissions are required to perform the described user action.
|Configure Advanced Settings: Company Level Reports|
|Create a Custom Company Report|
|Create User Sessions Report|
|Delete a Custom Company Report||*|
|Distribute a Custom Company Report||*|
|Download an Open Submittals Report||†||†|
|Edit a Company Level Custom Report||*|
|View Company Reports||*|
* Users can only edit, distribute, delete, and view the reports they created.
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.
|Owner / Construction Manager|
Below are the notable changes to the Company level Reports tool.
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.
Updated the Construction Financials Dashboard in the Reports tool with Australian English (en-AU) translations.
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'.
Updated the Reports tools to improve the column alignment on the Reports table.
Updated the Reports tool so that now, user with 'Admin' level permissions on the Bidding tool can now create Bidding Reports.
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.
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.
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' Field to custom reports in the Company and Project level Reports tools.
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 Specifications to custom reports.
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 a Resource column to Schedule Tasks on custom Schedule reports.
Updated the Reports tools to add more preset date range filters to custom reports.
Updated the Reports tools too add custom fields to custom RFI reports.
Updated the Reports tools to add custom fields to custom Portfolio reports.
Updated the custom reports feature to add a custom text field and text area to custom Submittals reports.
Updated the custom reports feature to add the ability to create reports for the Drawings tool.
Updated the Reports tool to add the Daily Log's Call Log to custom reports.
Updated the Reports tool to add Title links to the Inspection Summary Report in custom reports.
Updated the Reports tools to add the 'Response Date' column to custom reports that include data from the Punch List tool.
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.
This page is blank right now. We are busy creating helpful content for this user guide. Come back soon.