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Procore

Delete a Company 360 Report

Objective

To delete a 360 report using the 360 Reporting tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions or higher to the Company Directory tool, or the user who created the report.

Steps

  1. Navigate to the 360 Reporting tool.

    • Use the company 360 Reporting tool for company reports.
    • Use the project 360 Reporting tool for project reports.
  2. Locate the desired report in the list under 'My Reports'. Click the vertical ellipsis (⋮) and choose Delete.
    OR
    Click on the report's name under 'My Reports' to open it. Then click the vertical ellipsis (⋮) and choose Delete.
  3. Click OK after the confirmation message.