Create a Custom Company Report
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' and above level permissions on the project level Reports tool and 'Read-Only' and above level permissions on the tool that is being reported on.
Note: 'Standard' and above level permissions are required on Financial tools.
Note: 'Admin' permissions are required on the Directory tool to create a custom report on the Directory. - Custom reports are only visible and available to the individual who created them.
- Reports can include data from these Procore tools:
- Bidding
- Change Events
- Change Orders
- Commitments
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- Accident Log
- Call Log
- Daily Construction Report Log
- Delivery Log
- Dumpster Log
- Equipment Log
- Inspection Log
- Manpower Log
- Notes Log
- Productivity Log
- Quantity Log
- Safety Violation Log
- Daily Log (continued)
- Timecard Entry
- Visitor Log
- Waste Log
- Weather Log
- Directory
- Drawings
- Financial Line Items
- Configurable Budget Snapshots
- Financial Line Item Details
- Financial Line Item Summary
- Incidents
- Inspections
- Inspection Item Details
- Inspection Summary
- Meetings
- Meeting Summary
- Meeting Attendance
- Meeting Items
- Observations
- Photos
- Portfolio
- Potential Change Orders
- Prime Contract
- Punch List
- Requisitions
- RFIs
- Schedule Tasks
- Specifications
- Submittals
- Timesheets
Steps
Create a New Custom Report
- Navigate to the company's Reports tool.
- Click Create Report in the top right corner.
- You will then have the option to Create a New Report or choose an existing template. To create a brand new report, click the Create New Report tile.
- Enter in the report name by clicking the pencil icon next to Enter Report Name.
- Enter in a description of the report by clicking the pencil icon next to Enter Description.
- In the right pane is a list of tools you can report on. Select a tool you wish to report on.
- Once you have selected a tool, the right pane will populate with a list of columns you want to add to your report. Drag and drop columns into your report, or add all of the columns by clicking Add All.
- Once you've added the desired columns, you have these options:
- 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). - 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. - Change the column order
Use a drag-and-drop operation to place the column into the desired position. - 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. (Note: You can not aggregate on a tab that has not been grouped.)
- Group report data
- Once you've added the desired columns, you have these options:
-
To add a new tool to your report, click Add Tab at the top of the report and repeat step 6-7 above.
- When finished configuring your report layout, click Create Report.
Create a Custom Report from a Gallery Template
- Navigate to the Reports tool.
- Click Create Report in the top right corner.
- You will then have the option to Create a New Report or choose an existing template. To create a report from a template, select the card with the template you want to use.
- A preview of your data in the report will load. To create a report from that template, click Use Template.
- Your report is created and can be found under "My Custom Reports" in the Reports tool. You can then Edit a Company Level Custom Report, Distribute a Custom Company Report Snapshot, Clone a Company Level Custom Report and much more!