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:  
  • 'Admin' level permissions on the Company level Reports tool
    AND
  • 'Admin' level permissions on the tool from which you are include report data. 
• Additional Information:
  • Reports can include data from these Procore tools: 
    • Bidding
    • Change Events
    • Change Orders
    • Commitments
    • Daily Log
      • Daily Construction Report Log
      • Delivery Log
      • Equipment Log
      • Manpower Log
      • Notes Log
      • Timecard Entry
      • Visitor Log
    • Directory
    • Drawings
    • Financial Line Items
      • Configurable Budget Snapshots
      • Financial Line Item Details
      • Financial Line Item Summary
    • Inspections
      • Inspection Item Details
      • Inspection Summary
    • ​​​​​​​Meetings
      • ​​​​​​​Meeting Summary
      • Meeting Attendance
      • Meeting Items
    • Observations
    • Portfolio
    • Potential Change Orders
    • Prime Contract
    • Punch List
    • RFIs
    • Schedule Tasks
    • Specifications
    • Submittals
• Limitations:
  • Reports are only visible and available to the individual who created it.

Steps

1. Navigate to the company's Reports tool.
2. Click Create Custom Report in the right pane (Note: This reveals the Create Company Custom Report page).
3. Under Step 1: Set the Details of the Report, enter the following:
   • Report Name*: Enter a descriptive title for the report.
   • Description: Enter a description that explains the purpose of the report.
   • Select Tools*: Mark the checkbox that corresponds to at least one (1) of these tools: Change Orders, Commitments, Daily Log (see note below), Inspections, Prime Contract, Punch List, RFIs, Portfolio, Change Events and Submittals. Each tool selected here corresponds to a separate tab in your report.
     • To include tool data, the tool must be enabled on at least one (1) project in your company account.
     • To select a specific Daily Log, mark a checkbox in the Daily Log drop-down list.
4. ​​(Note: An asterisk (*) indicates a required field.)
5. Click Next Step.
   This reveals the Step 2: Build and Customize Report page. Each tool selected in the step above corresponds to a separate tab in the report.
6. Click the desired tab (e.g., if you included commitments in your report, click Commitments as shown below). 
7. (Optional) Add additional tabs by clicking +Add New Tab at the top of the page. Enter in the title for the tab and select an associated tool from the drop-down menu.
8. (Note: Tab titles must be unique. Duplicates tab titles are not permitted.)
9. Drag-and-drop columns to move one or more available columns into your report. 
   
    
10. 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.)

11. Repeat the steps above for each tool included in your report.

12. When finished configuring your report layout, click Create Report. 

Export a Custom Project Report to Excel

If you want to export your report to the Microsoft Excel (*.xlsx) file format, click the Excel button next to the Export Report As label in the top right corner of the report's page. 

Next Steps

• Distribute a Custom Company Report
• Add Charts to Custom Reports
• Create a Calculated Column in a Custom Report