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Procore

Edit a Company Level Custom Report

Objective

To edit a custom report that was created at the Company level.

Things to Consider

  • Required User Permission: 'Admin' on the Company level Reports tool.

Steps

  1. Navigate to the Company level Reports tool.
  2. Find the report you want to edit and click the ellipsis 3ellipsis.png icon and select Edit.
    (Note: See Create a Custom Company Report.)
  3. You will be taken to the Build Report page where you can edit the building and customization of the report by dragging an dropping columns or grouping and filtering fields. (Note: For more information on editable fields in the report, see Create a Custom Company Level Report.)
    Note: To edit the Title, Description, or Tools included in the report, click Previous Step
  4. Click Update Report to save your changes. 

 

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