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Procore

Share a Custom Report

Objective

To share a custom report with other people in your company. 

Background

You can share a report so that users with 'Admin' permissions and others can view the report. If you want users with 'Standard' or 'Read-only' permissions to be able to view the report, you'll need to add them in the drop-down menu. When the report has not been shared, only you, the creator of the report, can view and edit the report

Things to Consider

  • Required User Permission:
    • 'Admin' on the company's Reports tool.
  • Additional Information:
    • When you share a report, access to the report content respects the end user's permission level (i.e., if a person does NOT have the appropriate access permission to the tool from which report data is sourced, that person will NOT be able to view that tool or its data).

Steps

  1. Navigate to the project's Reports tool.
  2. Find the report you want to share and click the ellipsis 3ellipsis.png icon and select Share.
  3. Select user(s) or distribution group(s) you want to share the report with. By default, the report will be shared with any other 'Admin' user on the project. 
    share-custom-report.png
  4. Click Share.
    The system publishes the report and shares it with the users who have 'Admin' on the Reports tool and any selected users. Users with whom the report has been shared will receive an automated email notification with the subject line, "<Company Name> has published a report to you. 

-or-

  1. Navigate to the project's Reports tool. 
  2. Click the report you want to share.
  3. In the right pane, click Share Report.
  4. Complete steps #3-4 above. 

See Also

 

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