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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.

Steps

  1. Navigate to the Company 360 Reporting tool.
  2. Click on the report you want to export.
  3. Click Export.
  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.