Company 360 Reporting

Procore's Company 360 Reporting tool provides your company with access to your Procore data across your portfolio to create reports. Procore offers three types of reports:

  • 360 Reports allow users to build their own reports with data from across multiple tools and with data from active and inactive projects. Users must be company admins to access these reports.
  • Canned reports are prepopulated reports with information on important datasets - everything from high-level project overviews to company-wide timecard information.
  • Single Tool Reports allow users to build their own reports on data from one tool on active projects only. Users must have 'Admin' level permissions to the 360 Reporting tool.
  • For an in-depth guide on how the data is structured, see our 360 Reporting: Data Guide.

See Project Level: Reports for additional documentation. 

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Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 
Create Custom Company Level Reports
 

Permissions are separated into Single Tool Reports and 360 Reports sections

Single Tool Reports

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Visual to a Custom Company Report1,2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Aggregate Data in a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assign a Custom Report to All Projects       icon-mindtouch-table-check.png
Clone a Custom Company Report3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Company Reports       icon-mindtouch-table-check.png
Create a Calculated Column in a Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Company Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Dashboard4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Snapshot of a Custom Company Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report5   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Company Level Custom Report1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Custom Company Report3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Company Report1       icon-mindtouch-table-check.png
Share a Dashboard6       icon-mindtouch-table-check.png
View a Report2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 This task can only be completed by the report's creator.

Report-specific permissions may apply. 

This task can be completed by users with access to the report as its creator or a viewer (if shared).

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.

This task can only be completed by the dashboard's creator.

360 Reports

Task None Read Only Standard Company Admin
View a Report       icon-mindtouch-table-check.png
Create a Report       icon-mindtouch-table-check.png1
Edit a Report       icon-mindtouch-table-check.png1
Delete a Report       icon-mindtouch-table-check.png
Share a Report       icon-mindtouch-table-check.png
Export a Report       icon-mindtouch-table-check.png
Distribute a Report       icon-mindtouch-table-check.png
Clone a Report       icon-mindtouch-table-check.png

1 Super Private Correspondence records are not available in 360 Reports.

Below are the notable changes to the Company 360 Reporting tool.

Recent Changes

Enhanced Reporting for Payment Data (12/17/2024)

Procore has expanded the 360 Reporting capabilities to include new data objects related to payment processes, enhancing the reporting capabilities for general and specialty contractors. The 360 Reporting tool now supports data on payment beneficiaries, disbursements, payment permissions, and more, allowing for comprehensive analysis and management of payment-related activities. To learn more, see 360 Reporting: Data Guide.

New release: 360 Reporting (11/12/2024)

360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success, and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.

Enhanced Reporting for Workforce Management (04/10/2023)

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.

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (03/13/2023)

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.