Company 360 Reporting - User Permissions

360 Reports

This table summarizes the required user permissions to perform actions. Note that you cannot view Super Private Correspondence records in 360 Reports. See What are super private correspondence types?

Action	None	Read Only	Standard	Company Admin
Assign a 360 Report to All Projects				1
Configure Settings: Company 360 Reporting
Create a Calculated Column in a 360 Report
Create a Company 360 Report
Create a Company 360 Report Using a Template
Create a User Activity Report in 360 Reporting (Beta)
Delete a Company 360 Report
Distribute a Snapshot of a Company 360 Report
Edit a Company 360 Report
Export a Company 360 Report
Share a Company 360 Report
View a Company 360 Report

Additional Permissions for 360 Reports

Depending on the dataset and field group, users may need to be granted additional permissions on a source tool to access data from the Project Level 360 Reporting tool. The table below lists those required permissions.

Dataset	Field Group	Source Tool	None	Read Only	Standard	Company Admin
Project Execution	Company Folder/Document	Company Admin Tool				1

¹ Requires 'Admin' level permissions on the Company Directory tool. 

Single Tool Reports

This table summarizes the required user permissions to perform actions.

Action	None	Read Only	Standard	Admin
Add a Visual to a Company Single Tool Report 1,2
Aggregate Data in a Company Single Tool Report 1
Assign a Single Tool Report to All Projects
Copy a Company Single Tool Report 3
Configure Settings: Company 360 Reporting
Create a Calculated Column in a Single Tool Report 1
Create a Company Single Tool Report
Delete a Company Single Tool Report 1
Distribute a Snapshot of a Company Single Tool Report 1
Download an Open Submittals Report 4
Edit a Company Single Tool Report 1
Export a Company Single Tool Report 3
Share a Company Single Tool Report 1
View a Report 2

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

² Report-specific permissions may apply. 

³ This task can be completed by users with access to the report as its creator or a viewer (if shared).

⁴ The Company Level Open Submittals Report must be enabled on the backend by Procore.

Dashboards

This table summarizes the required user permissions to perform actions.

Action	None	Read Only	Standard	Admin
Configure Settings: Company 360 Reporting
Create a Company Report Dashboard 1
Share a Company Report Dashboard 2
View the Financials Dashboard 3

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

² This task can only be completed by the dashboard's creator.

³ This task also requires 'Admin' level permission for Financial Management.