Procore's Company level Reporting tool provides your company with access to your Procore data across your portfolio to create reports. Procore offers three types of reports:
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See Project Level: Reports for additional documentation.
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Permissions are separated into Custom Reports and Enhanced Reporting sections
The following table highlights which user permissions are required to perform the described user action.
1 This task can only be completed by the report's creator.
2 Report-specific permissions may apply.
3 This task can be completed by users with access to the report as its creator or a viewer (if shared).
4 This task can only be completed by the creator of a report's visuals.
5 The Company Level Open Submittals Report must be enabled on the backend by Procore.
6 This task can only be completed by the dashboard's creator.
Task | None | Read Only | Standard | Company Admin |
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View a Report | ![]() |
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Create a Report | ![]() |
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Edit a Report | ![]() |
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Delete a Report | ![]() |
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Share a Report | ![]() |
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Export a Report | ![]() |
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Distribute a Report | ![]() |
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Clone a Report | ![]() |
1 Super Private Correspondence records are not available in Enhanced Reporting.
Below are the notable changes to the Company level Reports tool.
Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.
Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.
This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.