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Procore

Add Visual to Custom Reports

Objective

To add a visual to a custom report.

Things to Consider

  • Required User Permissions:  'Admin' level permissions on the company level Reports tool and 'Admin' level permissions on the tool that is being reported on. 

Steps

  1. Navigate to the Company level Reports tool.
  2. Click the name of the custom report to which you want to add a visual.
  3. Click the vertical ellipsis (⋮).
    add-visual-to-custom-reports.png
     
  4. Click Edit.
  5. Enter a Descriptive title.
  6. Click one of the following visual options:
    (Note: Once you do this, the visual of your data will appear.)
     
    •  Bar Graph: You can use bar graphs to quickly compare data. You can use bar graphs to see trends when you have data that can be split into different categories.
    •  Pie Graph: A pie chart is useful for showing relative proportions or percentages of information. 
    •  Line Graph: Line graphs connect individual data points. Line graphs are useful for comparing trends over time.
    •  Stacked Bar Graph: A staked bar graph will give you slightly more detail than a bar graph and can add another layer of information when looking at your data.  For example, you could use a stacked bar graph to see all submittals across a project portfolio by status.
    •  Gauge Graph: This graph allows you to set a threshold/goal for your graph. It helps you visualize data that may require attention  
  7. If you have selected a Bar Graph, Pie Graph, Line Graph or Stacked Bar Graph, follow the steps below:

  • Select the Measure in the drop-down menu.
  • Select the Value in the drop-down menu. 
  • Select the Category in the drop-down menu.
  • If you selected Stacked Bar Graph, select the Second Category in the drop-down menu.
  1. If you selected Gauge Graph, follow the steps below:
    • Select the Measure in the drop-down menu.
    • Select a Filter.
    • Turn yellow if it's greater than: Enter a numeric value for when the data should turn yellow.
    • Turn red if it's greater than: Enter a numeric value for when the data should turn red. 
    • Show thresholds as: You can choose your threshold numeric value to be a number or percentage.
  2. Click Save to save your visual to the report.
  3. Optional: To export your report with the added visual, select Export > PDF with Visuals.
     

See Also

 

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