View a Company 360 Report

Objective

To view a 360 report in your 360 Reporting tool. 

Things to Consider

• Required User Permissions: 
  • For company reports: the user is a company admin.
  • For project reports: the user has 'Standard' or higher level permissions on the 360 Reporting and has access to the data they are creating the column with. For more details, see: What additional user permissions are required to access reportable data with 360 reporting?
     
• Additional Information:
  • To view a report created by another user, the report will first need to be shared with you by its creator.
  • 360 Reporting data may take up to thirty (30) minutes to update once it is created in Procore.

Steps

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. You may export the report as a PDF if you wish.