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.
- 'Standard' level permission or higher 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
- 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
- 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 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.