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Procore

Create a Calculated Column in a Custom Report

Objective

To create a calculated column to add to your custom reports.

Background

You can create calculated columns in custom reports in order to gain more insight to data by creating basic arithmetic calculations.

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. 
  • Additional Information:
    • Calculated columns are sortable.
    • Calculated columns persist within any one given report.
    • Calculated columns created by a user are associated with the specific report they were created on and cannot be used on other reports.

Steps

  1. Navigate to the Reports tool.
  2. Locate the report that you want to add the calculated column to in the Reports tab.
  3. Place the report in edit mode:
    • Click the vertical ellipsis. Then choose Edit.  
      OR
    • Click the report to open it. Then click Edit in the sidebar. 
  4. Under Custom Columns, click Create Calculation
  5. Enter the following information:
    • Calculation Name: Enter in a title for the new column you are creating. 
    • What would you like to calculate?: Select one of the following output types: Percentage, Currency, Number, and Date Variance.
    • Column X: Select a column to calculate with from the drop-down.
    • Operator: Select one of the following operators to apply to the calculation: +, -, x, and /.
    • Column Y: Select a second column to calculate with from the drop-down.
    • Optional: Add Row: Click this link to add another row to the calculation. 
    • COMING SOON Allow Subtotals and Grand Totals. This option is currently in limited release and available only to beta program participants for the 'Procore Labor Productivity Cost' budget view. Place a checkmark in this box to provide the column with the ability to calculate subtotals and totals when grouping options are applied to the report. 


       
  6. Choose from the options:
    • To save the column, click Save.
      OR
    • To save the column and create another column, click Save & Create New.
      Notes
      • Procore adds the new column to the far right of the report's data table in the corresponding tool's tab. 
      • If you want to apply a data aggregation function to the column, see Aggregate Data in a Custom Report
      • Please note that Procore does NOT calculate values for the column until a user runs the report. 
  7. Click Create Report.