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Procore

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' or above on the Company level 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.
  • 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 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
      • 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
      • Project Roles
      • Punch List
      • RFIs
      • Schedule Tasks
        • Schedule Tasks
        • 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 Report from a Gallery Template

  1. Navigate to the Company level Reports tool. 
  2. Click Create Report in the top right corner. 
  3. 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. 
  4. A preview of your data in the report will load. To create a report from that template, click Use Template.
  5. 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.

See Also