Skip to main content
Procore

Add a Visual to a Company Level Custom Report

Objective

To add a visual to a custom report using the Company level Reports tool. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the company's Reports tool
      AND
    • One of the following permissions for the tool being used as the data source:
      • If you are creating a report for the Directory tool, 'Admin' level permission on the Directory tool. 
      • If you are creating a report for a Core Tool, Project Management Tool, or Quality & Safety Tool,  'Read Only' level permission or higher on the tool being used as the data source.
      • If you are creating a report for a Construction Financials Tool, 'Standard' level permission or higher on the tool being used as the data source.
  • Prerequisites:
  • Additional Information:

Steps

  1. Navigate to the Reports tool.
  2. In the Reports tab, locate the desired report.
  3. Click the report to open it.
  4. Click + Add Visual.
    This reveals the fields illustrated below.

    add-horizontal-bar-chart.png
     
  5. Enter a name for your new visual in the Descriptive Title box.
  6. Next to Type of Visual, click the desired button to specify which visual to create.
    Note: Depending on the visual, you will have the ability to select different measures on which the report's calculations can be made. 
     
    Type of Visual Description Purpose  Measure If you select this option, do the following:
    Bar A bar graph is best used for visualizing trends and to represent changes over a period of time. COUNT, SUM, AVG, MIN, MAX
    1. Select one of the supported measure's from the Measure list.
    2. Select one of the available value's from the Value list.
    3. Select the desired Category from the list.
    4. Click Save.
    Donut A donut (a.k.a., pie chart) is best used for showing relative proportion and to represent percentages.  COUNT, SUM
    1.  Select one of the supported measure's from the Measure list.
    2. Select one of the available value's from the Value list.
    3. Select the desired Category from the list.
    Line A line chart is best used for visualize trends by connecting data points over a period of time. COUNT, SUM, AVG, MIN, MAX
    1. Select one of the supported measure's from the Measure list.
    2. Select one of the available value's from the Value list.
    3. Select the desired Category from the list.
    Stacked Bar A stacked bar chart is best used for visualizing trends and to represent changes over time. It is helpful to use a bar chart when you require slightly more detail than a bar graph COUNT, SUM, AVG, MIN, MAX
    1. Select one of the supported measure's from the Measure list.
    2. Select one of the available value's from the Value list.
    3. Select the desired Category from the list.
    4. Select the desired Second Category from the list. 
    icon-horizontal-bar.png Horizontal Bar A horizontal bar chart is best used for comparing data categories. COUNT, SUM, AVG, MIN, MAX
    1. Select one of the supported measure's from the Measure list.
    2. Select one of the available value's from the Value list.
    3. Select the desired Category from the list.
    4. Select the desired Second Category from the list. 
    Gauge A gauge is best used for visualizing data that requires attention. It allows you to set a number or percentage threshold for your gauge. COUNT
    1. Select one of the supported measure's from the Measure list.
    2. Select one of the available value's from the Value list.
    3. Select one of the available filter's from the Filter list.
    4. Select the desired threshold value from the Turn Yellow if its Greater Than list.
    5. Select the desired threshold value from the Turn Red if its Greater Than list.
    6. Click the number or percentage button in the Show Thresholds As area.
  7. (Optional) If you want export your report with your new visual, select Export > PDF with Visuals.

 

See Also

 

  • Was this article helpful?