Share a Company 360 Report

Objective

To share a report using the 360 Reporting tool.

Background

When a 360 report is shared with another Procore user, it becomes available to that user in the 360 Reporting tool in the My  Reports section. It is also important to note that the shared reports will filter data based on the user's access permission on Procore tools. For example, if you share a report that includes data from the Submittals tool, the users you share it with must also have permissions to the Submittals tool in order to view it. 

If you want share the report with other users who have only 'Read Only' or 'Standard' level permission, you must specifically designate those people in the report's settings using the steps below. If you do not share the report, you will be the only one who can view the report.

Things to Consider

• Required User Permissions:
  • For company reports: 
    • 'Admin' level permissions on the Company Directory tool.
  • For project reports: 
    • 'Standard' or higher level permissions on the 360 Reporting tool and the report was created by you
      OR
    • 'Admin' level permissions on the Company Directory tool.

Steps

To share a 360 Report, follow the steps below:

1. Navigate to the 360 Reporting tool.

   • Use the company 360 Reporting tool for company reports.
   • Use the project 360 Reporting tool for project reports.
2. Locate the 360 report you wish to share, and click vertical ellipsis (⋮) and select Share.
3. In the 'Share this Report' window, search for and select users or distribution groups you want to share the report with using the Enter names or distribution groups drop-down menu.
   Notes:
   • Sharing the 360 report with any user will make it accessible by any user with 'Admin' level permissions on the Company level Directory tool.
   • At this time, 360 Reports can only be shared with users with 'Admin' level permissions on the Company level Directory tool.
4. Click Share.