Company Reports - Reuse

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Company and Project Agnostic Navigation

Navigate to the 360 Reporting tool at the Company or Project level. 

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Commitment' and its 'Commitment Change Order' are automatically joined. 

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Inspection' and an 'Action Plan Item' by including a field from their common 'Action Plan Line Item Record'.

Join Table Intro

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

• A 'Join' cell connects objects by combining their fields into a single row.
• A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
• A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.

What a User Sees in a Dataset

What you can see in this dataset depends on two levels of access in Procore:

• Company Access: Objects in the dataset become available only after your company enables the corresponding tool in its Procore account.
• User Access: Your specific permissions for each tool control which objects are available to you.