Below are the notable changes to the company's Reports tool.
Added a filters module to Company level Dashboards that filters for Project fields.
Added 7 new fields (County, Parent Job, Stage, Program, Bid Type, Owner Type, and Region) to Company level Reporting. Custom reports on tools other than Portfolio can take advantage of these project attributes as well.
Added all tools with reports to the 'Add Tab' option in the Custom Reports tool.
Updated aggregations on Project and Company level Reports tool charts to include AVG, MIN, MAX.
Added 'Closed Date' and 'Response Date' to Project and Company level Punch List custom reports.
Added 'Days Overdue' and 'Overdue' columns to Project and Company level Submittals custom reports.
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.
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.
The Division column in the Financial Line Item Summary custom reporting tool is now filterable in both Project and Company levels.
Updated the Company and Project level Reports tools to add a Completed Commitments column to the Financial Line Item Summary Custom Report.
Updated the Company and Project level Reports tools to add fullscreen to the Product Line Dashboards.
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.
Updated the Reports tools to add a "Bid Package Name" filter to custom reports that include information from the Bidding tool.
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.
Updated the custom reports feature to add a Parent Job column to custom Portfolio reports.
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?
Updated the Reports tools so that the system now sends emails out when Dashboards and Custom Reports are published.
Updated the Company and Project level Reports tool to add requisitions to the Custom Commitments Report.
Updated the Company level Reports tool to add a CSV export for the Outbound Emails Report that now includes the "Invalid Email Address" column.
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.