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2016

Table of contents
  1. Added More Commitments Columns To Custom Reports (12/27/2016) 
  2. Added Title Links To Custom Reports (12/16/2016)
  3. Added a Punch List Comment Column For Custom Reports (12/9/2016)
  4. Added Title Links To Reports Tool (12/2/2016)
  5. Changed Button Labels In Reports Tool (11/21/2016)
  6. Re-labled Items for Custom Reports That Include Data From The Inspections Tool (11/21/2016)
  7. Added Item Details To Custom Inspection Reports (9/27/2016)
  8. Added Project Roles To Custom Portfolio Reports (9/19/2016)
  9. Added Filtering To Official Responders Column On Custom Reports (9/13/2;016)
  10. Added Schedule Tasks To Custom Reports (9/8/2016)
  11. Added RFI Columns To Custom Reports (8/25/2016)
  12. Added Item Column To Outbound Email Reports (8/23/2016)
  13. New Outbound Email Report (8/9/2016)
  14. Sort 'Filter Timecards By' Area Alphabetically in Timecard Report (8/8/2016)
  15. Added Columns To Vendor Insurance Report (8/2/2016)
  16. Updated Job Cost Summary Report In Reports Tool (7/28/2016)
  17. Added the Accident Log to Custom Reports (7/25/2016)
  18. Improved Custom Punch List Reports (7/14/2016)
  19. Added Daily Safety Violations Log To Custom Reports (7/14/2016)
  20. Fixed Calculation Issue In Custom Reports (7/5/2016)
  21. New Column And Filters For Custom Commitments Reports (6/30/2016) 
  22. Added New Column To Custom Change Events Reports (6/24/2016)
  23. Added Report Name To Custom Submittal Reports PDF (6/16/2016)
  24. Added Columns To Custom Reports In Reports Tool (6/16/2016)
  25. Added New Column And Sorting To Job Cost Summary Report (6/13/2016)
  26. Added the Weather Log to Custom Reports (6/6/2016)
    1. Improved Permissions Access To Custom Reports Feature (5/17/2016)
  27. Added the Delivery Log to Custom Reports (5/4/2016)
  28. Added New Columns to Custom Submittals Reports (5/4/2016)
  29. Added RFI Status Column To Custom Reports Feature (4/13/2016)
  30. Added Daily Log/Inspections To Custom Reports (4/12/2017)
  31. Changed the Name of the Projects Checkbox to Portfolio In Custom Reports (4/7/2016)
  32. Added Filter For Creator Column In Custom Punch List Reports (4/5/2016)
  33. Added Filter for BIC Column In Custom RFI Reports (4/5/2016)
  34. Added Filter For Response Column In Custom Submittals Reports (4/5/2016)
  35. Added a Custom Portfolio Report (4/5/2016)
  36. Added Observations To Custom Reports (3/21/2016)
  37. Updated Sort On Columns In Custom Reports (3/21/2016)
  38. Added An Inspectors Filter For Custom Inspections Reports (3/18/2016)
  39. Added Schedule Task Column To Custom Reports Feature (3/9/2016)
  40. Added Type and Contract Company Column to Custom Reports for Change Order Reporting (3/7/2016)
  41. Fixed a Known Issue With Tasks In Company Level Project Overview Report (3/3/2016)
  42. Aligned Group And Filter Options In Custom Reports (3/2/2016)
  43. Added Cost Code Filters To Custom Submittal Reports (2/29/2016)
  44. Added Project Number Column To Custom Reports (2/29/2016)
  45. Added RFI # To Company And Project Custom Reports (2/22/2016)
  46. Standardized A Column Label For Custom Submittals Reports (2/19/2016)
  47. Updated Daily Logs Tool In Custom Reports (2/12/2016)
  48. Added Daily Logs to Custom Reports (2/11/2016)
  49. Restyled The Procore To Tableau Popup In Company And Project Reports Tool (2/10/2016)
  50. Added Project Name Filter To Custom Reports (2/4/2016)
  51. Filter Company Level Custom Submittals Reports By Project Name (2/3/2016)
  52. Added Daily Log Definitions And Specifications For Custom Reports (2/2/2016)
  53. Procore Integration with Tableau Web Data Connector (1/28/2016)
  54. Tab Titles In Custom Reports Must Be Unique (1/26/2015)
    1. New Columns For Custom Commitments Reports (1/25/2016)
  55. Added Multi-Value Filtering To Custom Reports (1/13/2016)
  56. New Columns for Commitments in Custom Reports (1/12/2016)

This page details notable changes to the Company level Reports tool for the year 2016. 

Added More Commitments Columns To Custom Reports (12/27/2016) 

Updated the Reports tools to add more columns for the Commitments tool in custom reports. The additional columns include: Payment Terms, Delivery Date, Ship To Address, Ship Via, Signed Contract Received Date, Contract Termination Date, Retainage Percent, Private, and Actual Completion Date. 

Added Title Links To Custom Reports (12/16/2016)

Updated the Reports tools to add title links to Project Name, PCO, Schedule Tasks, and Inspection Item Details in custom reports.

Added a Punch List Comment Column For Custom Reports (12/9/2016)

Updated the custom reports feature in the Reports tool to add a Punch List Comment column.

Added Title Links To Reports Tool (12/2/2016)

Updated the Reports tool to add Title links to custom reports.

Changed Button Labels In Reports Tool (11/21/2016)

Updated the Reports tool to change these button's labels: (1) Changed from 'Add Dashboard' to 'Create Dashboard' and (2) Changed from 'Add Custom Report' to 'Create Custom Report'. 

Re-labled Items for Custom Reports That Include Data From The Inspections Tool (11/21/2016)

Updated the Reports tool to re-label the 'Inspections' and 'Inspection Items' label to 'Inspection Summary' and 'Inspection Item Details' in custom reports. 

Added Item Details To Custom Inspection Reports (9/27/2016)

Updated the Reports tool to add Item Details from the Inspections tool to the custom report feature.

Added Project Roles To Custom Portfolio Reports (9/19/2016)

Updated the Reports tool to add Project Roles to custom reports that include data from the Portfolio tool.

Added Filtering To Official Responders Column On Custom Reports (9/13/2;016)

Updated the Reports tool to add filtering to Official Responders columns on custom reports that include data from the RFIs tool.

Added Schedule Tasks To Custom Reports (9/8/2016)

Updated the Company and Project level Reports tools to add a 'Schedule Tasks' checkbox to the Select Tools area of the Create Company Custom Report and Create Project Custom Report pages. Users can these columns, as well as Calculated Columns, to the report:  Activity ID, Actual Finish Date, Actual Start Date, Critical Path, Duration, Finish, Full Outline Path, ID, Is Summary Task, Milestone, Name, Percent Complete, Project Name, Project Number, Schedule Task ID, Source UID, Start, Summary Task, and WBS.

Added RFI Columns To Custom Reports (8/25/2016)

Updated the Company and Project level Reports tools to add the following columns to custom reports that include data from the RFIs tool: Official Responders, Official Responses, and Questions.

Added Item Column To Outbound Email Reports (8/23/2016)

Updated the Company level Reports tools to add an 'Item' column to the 'Outbound Emails Report'. If there is a value in the column, it appears as a hyperlink to the item (i.e., drawing, submittal, etc) to open it in a new browser tab.

New Outbound Email Report (8/9/2016)

Updated the Company level Report tool to add a new 'Outbound Email Report'. This report shows all outbound emails sent from Procore in a seven (7) day span. Users can search, filter by project or date, and export each page as either a PDF or CSV. This report paginates at 500 emails per page.

Sort 'Filter Timecards By' Area Alphabetically in Timecard Report (8/8/2016)

Updated the Company level Reports tool to  update the Timecard Report so that the drop-down lists in the 'Filter Timecards By' area of the sidebar are using alphabetical sort. See View Timecard Report.

Added Columns To Vendor Insurance Report (8/2/2016)

Updated the Company-and Project-level Reports tools to add a 'Status' and 'Notes' column to Vendor Insurance Reports. These columns are also included in PDF and CSV exports.

Updated Job Cost Summary Report In Reports Tool (7/28/2016)

Updated the Company level Reports tool to change a label in the Job Cost Summary Report from 'Payments Received' to 'Payments Issued.'

Added the Accident Log to Custom Reports (7/25/2016)

Updated the Company and Project level Reports tools to add the Accident Log to the list of Daily Logs available when creating custom reports.

Improved Custom Punch List Reports (7/14/2016)

Updated the Company and Project level Reports tools to add 'Trade' as an available field for custom reports that include data from the Punch List tool.

Added Daily Safety Violations Log To Custom Reports (7/14/2016)

Updated the Company and Project level Reports tools to add the Daily Safety Violation Log to list of available Daily Log options in custom reports.

Fixed Calculation Issue In Custom Reports (7/5/2016)

Updated the Company and Project level Reports tool to fix an issue where the calculated columns option on custom reports wasn't letting users divide by zero. This has been fixed.

New Column And Filters For Custom Commitments Reports (6/30/2016) 

Updated the Reports tools to add filtering to Ball in Court, Contract Company, and Workflow State for custom reports with data from the Commitments tool. Also added a Date Created column.

Added New Column To Custom Change Events Reports (6/24/2016)

Updated the Company and Project level Reports tools to add a 'Commitment Contracting Company' column to the custom reports feature when including report data from the Change Events tool.

Added Report Name To Custom Submittal Reports PDF (6/16/2016)

Updated the Company and Project level Reports tools to add the report name to PDF exports for custom reports that include Submittals tool data.

Added Columns To Custom Reports In Reports Tool (6/16/2016)

Updated the Company and Project level Reports tool to add the 'Approvers Due Date' and 'Ball in Court Due Date' for custom reports that include data from the Submittals tool.

Added New Column And Sorting To Job Cost Summary Report (6/13/2016)

Updated the project's Reports tool to add new sorting options and a 'Total Budgeted Amount' column to the Company-level Job Cost Summary Report.

Added the Weather Log to Custom Reports (6/6/2016)

Updated the Company and Project level Reports tools to add the ability to include data from the Weather Log in a custom report. 

Improved Permissions Access To Custom Reports Feature (5/17/2016)

Added permission changes to improve access to custom reporting features:

  • Users with 'Admin' permissions on the Company level Reports tool can create a custom report that includes data from the tools on which they have 'Admin permissions. These 'Admins' will only have permission to include data from project's where they have appropriate tool permission. 
  • Users with 'Admin' permissions on the Project level Reports tool can create a custom report that includes data from the tools on which they have 'Admin permissions.
  • Custom reports are still only visible and available to the individual who created them.
Added the Delivery Log to Custom Reports (5/4/2016)

Updated the Company and Project level Reports tools to add the ability to include data from the Delivery Log in a custom report.

Added New Columns to Custom Submittals Reports (5/4/2016)

Updated the custom reports feature in the Company and Project level Reports tool to add a new Package Number column to custom reports that include Submittals data. Also added filtering for Package Name, Created By, and Spec Section Number.

Added RFI Status Column To Custom Reports Feature (4/13/2016)

Added a new 'RFI Status' column to the custom reports feature of the Company and Project level Reports tools.

Added Daily Log/Inspections To Custom Reports (4/12/2017)

Updated the custom reports feature in the Company and Project level Reports tool to allow users to include the Daily Log's Inspection Log.

Changed the Name of the Projects Checkbox to Portfolio In Custom Reports (4/7/2016)

Updated the Reports tool to rename a checkbox in the Select Tools area of the custom reports page from "Projects" to "Portfolio." This was changed so the checkbox name matches the name on the Company level tab. This is related to a new feature detailed in Added a Custom Portfolio Report (4/5/2016).

Added Filter For Creator Column In Custom Punch List Reports (4/5/2016)

Updated the Company and Project level Reports tool to add a filter for the Creator column for custom reports that include Punch List data.

Added Filter for BIC Column In Custom RFI Reports (4/5/2016)

Updated the Company and Project level Reports tool to add a filter for the Ball in Court (BIC) column for custom reports that include data from the RFIs tool.

Added Filter For Response Column In Custom Submittals Reports (4/5/2016)

Updated the Company and Project level Reports tool to add filtering to the Response column for custom reports that include Submittals data.

Added a Custom Portfolio Report (4/5/2016)

Updated the Company and Project level Reports tool to add the Portfolio Report to the custom reporting feature. To include Portfolio, users can select the Projects checkbox in the Select Tools area of the Create Project Custom Report or Create Company Custom Report form.

Added Observations To Custom Reports (3/21/2016)

The Company and Project level Reports tools have been updated so that users can now include data from the Observations tool (see Observations) in custom reports. See Create a Custom Company Report and Create a Custom Project Report.  

Updated Sort On Columns In Custom Reports (3/21/2016)

Updated the custom reports feature in the Reports tool to change the default sort behavior of columns with string values to use natural and case-insensitive sort order. 

Added An Inspectors Filter For Custom Inspections Reports (3/18/2016)

Updated the custom reports feature in the Company and Project level Reports tools to add an Inspectors filter to the custom report for the Inspections tool. 

Added Schedule Task Column To Custom Reports Feature (3/9/2016)

Added the Schedule Task column to the custom reports feature in both the Company and Project level Reports tool.

Added Type and Contract Company Column to Custom Reports for Change Order Reporting (3/7/2016)

Updated the Company and Project level Reports tool to add the Type and Contract Company columns to the custom reports feature when users select to include report data for change orders.

Fixed a Known Issue With Tasks In Company Level Project Overview Report (3/3/2016)

Fixed a known issue in the Company level Reports tool so that when viewing a Project Overview report, the values in the "Recently Completed Tasks…" and "Tasks Beginning Between…" are accurate. See View Company Reports

Aligned Group And Filter Options In Custom Reports (3/2/2016)

Updated the custom reports feature in the Company level Reports tool to move the Group By drop-down list into alignment with the Filter drop-down list.

Added Cost Code Filters To Custom Submittal Reports (2/29/2016)

Updated the custom report features of the Company and Project level Reports tools to add filtering capability to the Cost Code columns for custom Submittals reports.

Added Project Number Column To Custom Reports (2/29/2016)

Added the Project Number column to all tools in the custom reports feature for both the Company and Project level Reports tool.

Added RFI # To Company And Project Custom Reports (2/22/2016)

Added the ability to include the RFI # column in custom reports created with the Company level and Project level Reports tool.

Standardized A Column Label For Custom Submittals Reports (2/19/2016)

Updated both the Company level and Project level Reports tools to standardize the label of a column header for custom reports including Submittals data. The label for Spec Section column header has been changed from "Spec Section #" to "Spec Section Number".

Updated Daily Logs Tool In Custom Reports (2/12/2016)

In the Create Custom Reports page of the Company and Project level Reports tool, the Daily Logs checkbox to the right of the Select Tools label is now a drop-down list that displays the available log selections. To include a particular log in a report, mark the corresponding checkbox in the drop-down list.

Added Daily Logs to Custom Reports (2/11/2016)

Added Daily Logs (Manpower, Notes, Timecard Entry, Equipment, Visitor) to the custom reports feature in the Company level and Project level Reports tools. 

Restyled The Procore To Tableau Popup In Company And Project Reports Tool (2/10/2016)

Restyled the Procore to Tableau popup box that contains the secure custom report links for use with the Tableau web data connector. See Tableau Web Data Connector. To view the popup, view a custom report in the Company or Project level Reports tool and then click the Tableau button next to the Export Report As label at the top of the page.

Added Project Name Filter To Custom Reports (2/4/2016)

Updated the custom reports feature in the Company level Reports tool to include Project Name as a filter. This affects custom reports that contain data from these tools: Change Orders, Commitments, Inspections, Prime Contract, Punch List, and Submittals.

Filter Company Level Custom Submittals Reports By Project Name (2/3/2016)

When creating a custom report that includes Submittal data with the Company level Reports tool, users now have the ability to add the Project Name column to the report and then select Project Name from the Filter By list.

Added Daily Log Definitions And Specifications For Custom Reports (2/2/2016)

Added Daily Log Definitions and Specifications for custom reports with the Company level Reports tool. This is currently behind a feature toggle.

Procore Integration with Tableau Web Data Connector (1/28/2016)

Added Tableau features for use with custom reports on the Company level and Project level Reports tools. With this update, a Tableau button appears next to the Export Report As label of a custom report. Pressing this button opens a window that reveals a secure, live live that can be copied and pasted into Tableau for use as a data source. See Tableau Web Data Connector

Tab Titles In Custom Reports Must Be Unique (1/26/2015)

When creating a custom report with the Company level Reports tool, tab titles must be unique. Duplicates tab titles are not permitted. See Create a Custom Company Report

New Columns For Custom Commitments Reports (1/25/2016)

Added new columns to custom reports feature in the Company level Reports tool and the Project Level Reports tool (see Reports) for reports that include data from the Project level Commitments tool (see Commitments). These new columns include: Pending Potential Change Order Approved Potential Change Order Cost Code Assignee. 

Added Multi-Value Filtering To Custom Reports (1/13/2016)

Updated the Reports tool so that the custom reports feature now supports filtering on multiple values. 

New Columns for Commitments in Custom Reports (1/12/2016)

Added a number of new columns to the Reports tool. To see the new columns, click the Add Custom Report button and mark the Commitments checkbox in the Select Tool area. At the Step 2: Build and Customize Report page, the following new columns are available in the Commitments - Available Columns list: Inclusions, Exclusions, Description, Contract Estimated, Completion Date, Contract Start Date, Created By (filterable), and Workflow State Name, Ball In Court, and Ball In Court Duration.

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09:14, 3 Jan 2017

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