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Procore

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' level permission or higher 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, 'Standard' level permission or higher 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
      • Change Events
      • Change Orders
      • Commitments
      • Coordination Issues
      • Daily Log:
        • Accidents
        • Phone Calls
        • Daily Construction Report
        • Deliveries
        • Dumpster
        • Equipment 
        • Inspections
        • Manpower 
        • Notes
        • Productivity
        • Quantities
        • Safety Violations
        • Timecards
      • Daily Log (continued):
        • Visitors 
        • Waste 
        • Weather 
      • 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
      • Photos
      • Portfolio
      • Potential Change Orders
      • Prime Contract
      • Punch List
      • RFIs
      • Schedule Tasks
      • Specifications
      • Subcontractor Invoices
      • Submittals
      • Tasks
      • Timesheets

Steps

Create a New Custom Report

  1. Navigate to the company's 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 brand new report, click the Create New Report tile. 

    create-report-gallery.png
  4. Enter in the report name by clicking the pencil icon next to Enter Report Name.
  5. Enter in a description of the report by clicking the pencil icon next to Enter Description.

  6. In the right pane is a list of tools you can report on. Select a tool you wish to report on. 

  7. 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.  

    1. 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.)
  8. To add a new tool to your report, click Add Tab at the top of the report and repeat step 6-7 above. 

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

Create a Custom Report from a Gallery Template

  1. Navigate to the 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" in the See Also section below.

See Also

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