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Procore

Create a Custom Company Report (Beta)

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' and above level permissions on the project level Reports tool and 'Read-Only' and above level permissions on the tool that is being reported on.
    Note: 'Standard' and above level permissions are required on Financial tools.
  • 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
      • Accident Log
      • Call Log
      • Daily Construction Report Log
      • Delivery Log
      • Dumpster Log
      • Equipment Log
      • Inspection Log
      • Manpower Log
      • Notes Log
      • Productivity Log
      • Quantity Log
      • Safety Violation Log
    • Daily Log (continued)
      • Timecard Entry
      • Visitor Log
      • Waste Log
      • Weather Log
    • Directory
    • Drawings
    • Financial Line Items
      • Configurable Budget Snapshots
      • Financial Line Item Details
      • Financial Line Item Summary
    • Incidents
    • Inspections
      • Inspection Item Details
      • Inspection Summary
    • Meetings
      • Meeting Summary
      • Meeting Attendance
      • Meeting Items
    • Observations 
    • Photos
    • Portfolio
    • Potential Change Orders
    • Prime Contract
    • Punch List
    • Requisitions
    • RFIs
    • Schedule Tasks
    • Specifications
    • Submittals
    • 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. 

    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.

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

    toolbar.png
  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.  

    report-experience.gif
    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 Edit a Company Level Custom ReportDistribute a Custom Company Report SnapshotClone a Company Level Custom Report and much more!

Next Steps

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