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Create a Custom Company Report

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Objective

To add a custom report using Procore's Reports tool.

Background

The Reports tool gives users the ability to create, generate, and export customized reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout, and also define how to group and filter report data. After generating a report, it can also be exported from Procore into Microsoft Excel. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the Company level Reports tool
      AND
      • To create a report using data from the Company level Directory tool: You also need 'Admin' level permissions on the Company level Directory tool. 
        Note: If you have 'Admin' level permissions on the Project level Directory tool for one or more projects, you can create custom company reports using project data from those projects. 
      • To create a report using data from a Financial Management tool: You also need 'Admin' level permissions on the applicable tool (and 'Admin' level permissions on the Company level Admin tool for reports using data from the project's Budget tool).
      • To create a report using data from the company's Portfolio tool: You also need 'Admin' level permissions on the Project level Admin tool for one or more projects.
      • To create a report using data from another tool: You also need 'Read Only' level permissions or higher on the applicable tool.
  • Additional Information:
    • Custom reports are only visible and available to the individual who created them.
    • Reports can include data from these Procore tools and sources:
      • Bidding
      • Budget
      • Change Management
        • Change Event Line Item Details
        • Potential Change Orders
        • Change Orders
      • Commitments
      • Coordination Issues
      • Daily Log
        • Daily Construction Report Log
        • Call Log
        • Notes Log
        • Delay Log
        • Dumpster Log
        • Quantity Log
        • Timecard Entry
        • Manpower Log
        • Visitor Log
        • Equipment Log
        • Accident Log
        • Productivity Log
        • Weather Log
        • Inspection Log
        • Delivery Log
        • Daily Log Completion
        • Waste Log
        • Safety Violation Log
      • Directory
      • Drawings
      • Financial Line Items
        • Configurable Budget Snapshots
        • Financial Line Item Details
        • Financial Line Item Summary
      • Forms
      • Incidents
        • Incident Injury Records
        • Incident Near Miss Records
        • Incident Records (All)
        • Incidents
      • Inspections
        • Inspection Item Details
        • Inspection Summary
      • Labor Productivity
      • Meetings
        • Meeting Attendance
        • Meeting Items
        • Meetings
      • Models
      • Observations 
      • Owner Invoices
        • Owner Invoices
      • Photos
      • Portfolio
      • Prime Contract
      • Project Roles
      • Punch List
      • RFIs 
      • Schedule Tasks
        • Schedule Tasks
        • Lookaheads
        • Requested Changes
      • Specifications
      • Subcontractor Invoices
        • Subcontractor Invoices
      • Submittals
      • Tasks
      • T&M Tickets
        • Materials
        • Tickets
        • Timecards
        • Equipment
      • Timesheets
        • Timecard Entries
        • Production Quantities

Steps

Create a New Custom Report

  1. Navigate to the Company level Reports tool.
  2. Click Create Report. 
  3. Create a new blank report by clicking Create Report.

    create-report-gallery.png
     
  4. Add a name and description for your new report as follows:
    edit-custom-report-name.png
    1. Enter Report Name. Click the pencil icon and then type a name for your report in this field.
    2. Enter Description. Click the pencil icon and then type a descriptive statement for your report in this field. 
  5. Click Add Tab and select a Procore project tool for the new report tab's source data:
    Notes:
    • You are limited to choosing one (1) Procore project tool as the source for each tab in your report. 
    • You can add multiple tabs to a report. 
    • You can choose from multiple options by clicking the arrow for some tools. For example, in the illustration below, you can expand the Meetings tool and choose Meeting Items. 
    • By default, Procore uses the selected tool or item name as the name of your report tab. 
      create-report-tool-options.png
  6. (Optional) If you want to change the default name of the report tab, do the following:
    1. Click GRAY cog icon next to the tab. 
    2. In the Edit Tab window, type a new Title for the selected tab. 
    3. (Optional) If you want to change the source tool for the tab, choose the tool from the Associated Tool drop-down list. 
    4. Click Update to save your changes. 
  7. Add columns to your report as follows:
    • To add a column, use a drag-and-drop operation to move a column from the right pane into the body of your report. 
      OR
    • To add all of the available columns, click Add All.  
      OR
    • To change the position of a column, use a drag-and-drop operation to move the column to the desired position in the report table. 
      OR
    • To remove all of the columns from your report, click Remove All. 
  8. Once you've added the desired columns, you have these options:
    1. Aggregate data
      Click the fx in the column and select one of the following (for numeric values): count, sum, min, max, or average. Once the report is created, you will see the count, sum, min, max, or average of the values at the bottom of the column.  For field types that are not a numeric value, you have the option to aggregate by count.
    2. Change the column order 
      Use a drag-and-drop operation to place the column into the desired position.
    3. Filter your report data
      Click the Add Filter drop-down menu to select what you would like to filter by. Once you've specified a filter, you can add another filter. You can also filter data by date range by selecting a start and end date.
    4. Group report data
      In the Group by list, select one of the items in the drop-down menu to group report data by the specified column (e.g., you may want to group data by the responsible contractor). 
      add-columns-to-custom-report.gif
  9. (Optional) If you want to add additional tools to your report, click Add Tab. Then repeat the steps above. 
  10. Click Create Report to save all of your changes. 

Create a Custom Company Report - Enhanced Reporting

Required User Permissions: 'Admin' level permissions on the Company level Directory tool.

To create a custom report using Enhanced Reporting, follow the steps below:

  1. Navigate to the Company level Reports tool.
  2. Click Create Report in the top right corner.
  3. Click the Create New Report tile.
  4. Under Select Data Set>Product Area, select one of the following options:
    • Financials
  5. Click the icon-view-columns.png columns icon in the right sidebar to configure the columns on your custom report. See Configure Columns below.
  6. Click the icon-filter2.png filters icon to manage filters on your custom report. See Manage Filters below.
    Note: By default, data from all projects (including 'Active' and 'Inactive' projects) are included in custom reports created at the Company level. Configure the Projects > Is Active filter to change which projects are included.

Configure Columns

  1. Click the icon-view-columns.png columns icon in the right sidebar.
  2. Click the > angle bracket to open or close a field group.
    OR
    Enter a key word in the search box to locate a field.

    Note: To group or filter the report's data by a supported field without adding the field as a column to your report, follow the steps below:
    • Hover over the field's name in the Configure Columns menu.
    • To group your report's data by the field, click the icon-grouped-list.png group by icon that shows. See Manage Table Groups below for more information.
    • To filter your report's data by the field, click the icon-filter2.png filters icon that shows. See Manage Filters below for more information.
      Note: Not every field that can be added as a column can be used to group or filter the report's data.
  3. Mark the checkbox next to the field name to add it as a column to your custom report.
  4. To move a column, click the column name and drag your cursor to where you want the column to be.
  5. To resize a column:
    • Hover your cursor next to the column's vertical ellipsis (⋮) until the ↔ cursor appears.
    • Click and drag the column to adjust its width.
  6. Click the vertical ellipsis (⋮) next to a column name to select one of the following options:
    • Group by - See Manage Table Groups below.
    • Pin Column
    • Autosize This Column
    • Autosize All Columns

Manage Filters

  1. Click the icon-filter2.png filters icon in the right sidebar.
  2. Click Add Filters to see which fields are available to filter data in your custom report.
    Note: A field does not need to be added as a column on the report before it can be used for filtering.
  3. Enter a key word in the search box to locate a field to use as a filter.
    OR
    Scroll through the filters list.
  4. Click on a field that you want to filter your custom report by.
  5. If the field that you selected in step 4 is a text string (such as an item's status):
    • Select the Include button or select the Exclude button.
    • Click the Select Values drop-down menu.
    • Select one or more values to include or exclude in the filter.
      OR
      Select 'None' to either include or exclude null values in the filter.
  6. If the field that you selected in step 4 is a date value, click the Select Dates drop-down menu and select one of the following options:
    • Select Fixed Date Range to set minimum and maximum dates using the Min and Max fields.
      • To see items dated before a certain date, leave the Min field blank.
      • To see items dated after a certain date, leave the Max field blank.
    • Select Custom Time Period to create your own time period to filter the results by.
      • Click the left Select drop-down menu and select This, Last, or Next.
      • Use the + and - buttons to choose the numeric value for your custom time period.
      • Click the right Select drop-down menu and select Day, Week, Work Week, Month, Quarter, or Year.
    • Select an existing time period option (such as Today, This Week, This Work Week, This Month, This Quarter, or This Year).
    • Select None (Fields with no date).
    • Select All (Fields with any date).
  7. If the field that you selected in step 4 is a boolean value, select the Yes, No, or None button.
  8. To remove a filter, click the X next to the filter name.
  9. To remove all filters, the vertical ellipsis (⋮) at the top of the Filters menu and click Delete all filters.

Manage Table Groups

  1. Click the icon-grouped-list.png Table Groups at the top of the report.
  2. To rearrange table groups, click the vertical grip (⋮⋮) icon and use a drag-and-drop operation to move the groups into your preferred order.
  3. To remove a table group, click the X next to the table group name.
  4. Click Update.

Create a Custom Report from a Report Template

  1. Navigate to the Company level Reports tool. 
  2. Click Create Report.
  3. Click one of the available report templates. See What report templates are available in the Reports tools?

    create-report-from-template.png
     
  4. A preview of your data in the report will load. To create a report from this template, click Use Template.
    Your report is created and can be found under "My Custom Reports" in the Reports tool. You can then follow the steps in Edit a Company Level Custom Report, Distribute a Custom Company Report Snapshot, or Clone a Company Level Custom Report.