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Export a Company Single Tool Report

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Objective

To export a company single tool report.

Things to Consider

  • Required User Permissions:
    • Access to the custom report as:
      • Creator
        OR
      • Viewer (if shared)
         
  • Additional Information:
    • If you are exporting a report that contains multiple tabs (i.e., report data from multiple Procore tools), the data for each new tab will start on a new page in the export PDF.
    • Exported reports will be limited by row count, reports with row limits exceeding the following cannot be exported:
      • CSV = 700,000
      • Excel = 200,000
      • PDF = 5000

Steps

  1. Navigate to the Company 360 Reporting tool.
  2. Click on the report you want to export.
  3. Click Export.
    export-report.png
  4. Choose one of the following options:
    • PDF: Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.
    • PDF with Visuals: Click this option to export a report to the PDF file format that includes any visuals that you added. 
    • Excel: Click this option to export the report to the Microsoft Excel (XLSX) format.
      Note: 
      • Your report will export to a .xlsx file and be downloaded to your computer's native Downloads file unless it is over 3,000 lines long.
      • In this case, you will receive an email with a download link.