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Procore

Export a Custom Company Level Report

Objective

To export a custom report from the Company level Reports tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on all Project-level tools.
  • Supported Export File Formats:
    • Portable Document File (PDF)
    • PDF with Visuals (PDF)
    • Excel (XLSX)
    • Tableau
  • Additional Information:
    • If you are using Procore + Tableau integration, you must set up Tableau as a data source for it to appear as an option in the Export button's menu. See Add Procore as a Data Source in Tableau
    • 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 Reports tool.
    This reveals the Reports page. 
  2. Choose one of these options:
    • Export > PDF. Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.
    • Export > PDF with Visuals. Click this option to export a report to the PDF file format that includes any visuals that you added. 
    • Export > 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). 
    • Export > Tableau. For this option to appear, you must set up Tableau as a data source. See Add Procore as a Data Source in Tableau.

See Also

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