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' or above 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, 'Admin' permission on the tool being used as the data source.
- 'Standard' or above on the company's Reports tool
- Additional Information:
- Custom reports are only visible and available to the individual who created them.
- Reports can include data from these Procore tools:
- Bidding
- Budget
- Change Management
- Change Event Line Item Details
- Potential Change Orders
- Change Orders
- Commitments
- Coordination Issues
- Daily Log:
- Daily Constrution 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
- Daily Log (continued):
- 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
- Observations
- Owner Invoices
- Owner Invoices
- Photos
- Portfolio
- Prime Contract
- Punch List
- RFIs
- Schedule Tasks
- Specifications
- Subcontractor Invoices
- Subcontractor Invoices
- Submittals
- Tasks
- Timesheets
- Timecard Entries
- Production Quantities
Steps
Create a New Custom Report
- Navigate to the company's Reports tool.
- Click Create Report.
- Create a new blank report by clicking Create Report.
- Add a name and description for your new report as follows:
- Enter Report Name. Click the pencil icon and then type a name for your report in this field.
- Enter Description. Click the pencil icon and then type a descriptive statement for your report in this field.
- Click Add Tab. Then 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.
- (Optional) If you want to change the default name of the report tab, do the following:
- Click GRAY cog icon next to the tab.
- In the Edit Tab window, type a new Title for the selected tab.
- (Optional) If you want to change the source tool for the tab, choose the tool from the Associated Tool drop-down list.
- Click Update to save your changes.
- 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.
- To add a column, use a drag-and-drop operation to move a column from the right pane into the body of your report.
- Once you've added the desired columns, you have these options:
- 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.) - Change the column order
Use a drag-and-drop operation to place the column into the desired position. - 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. - 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).
- Aggregate data
- (Optional) If you want to add additional tools to your report, click Add Tab. Then repeat the steps above.
- Click Create Report to save all of your changes.
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 follow the steps in "Edit a Company Level Custom Report," "Distribute a Custom Company Report Snapshot," or "Clone a Company Level Custom Report" in the See Also section below.