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Procore

Permissions

Company Level Reports

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

Task None Read Only Standard Admin
Aggregate Data in a Custom Company Report       icon-mindtouch-table-check.png
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create User Sessions Report       icon-mindtouch-table-check.png
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Delete a Custom Company Report       icon-mindtouch-table-check.png
Distribute a Custom Company Report       icon-mindtouch-table-check.png
Download an Open Submittals Report   icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2
Edit a Company Level Custom Report       icon-mindtouch-table-check.png
Share a Custom Company Report       icon-mindtouch-table-check.png
View Company Reports       icon-mindtouch-table-check.png

1  Reports are only available to 'Admin' level users by default or the report must be shared with you. See Share a Custom Company Report. For information about permissions for viewing reports that have been assigned to a project, see Assign a Custom Report to All Projects or View Company Reports

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

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