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Procore

Create a Custom Report for Action Plans

Objective

To create a custom report with data from the project's Action Plans tool.

Things to Consider

  • Required User Permissions:
    • To create a custom report with action plans data in the Company level Reports tool:
      • 'Read Only' level permissions or higher on the project's Action Plans tool.
        AND
      • 'Standard' level permissions or higher on the Company level Reports tool.
    • To create a custom report with action plans data in the Project level Reports tool:
      • 'Read Only' level permissions or higher on the project's Action Plans tool.
        AND
      • 'Standard' level permissions or higher on the Project level Reports tool.

Steps

  1. Navigate to the Company level Reports tool.
    OR
    Navigate to the Project level Reports tool.
  2. Click Create Report
  3. Click Create New Report.

    create-report-gallery.png

     
  4. Add a name and description for your new report as follows:
    edit-custom-report-name.png
    1. Enter Report Name. Click the icon and then type a name for your report in this field.
    2. Enter Description. Click the icon and then type a descriptive statement for your report in this field. 
  5. In the 'Select Tool' menu, click Action Plans.
  6. Click Add Tab and select a Procore project tool for the new report tab's source data:
    Note: By default, Procore uses 'Action Plans' as the name the tab.

    create-report-tool-options.png
     
  7. Optional: To rename the tab, do the following:
    1. Click gray gear icon next to the tab name.
    2. In the Edit Tab window, type a new Title for the selected tab. 
    3. Click Update.
  8. Add columns to your report as follows:
    • To add a column, use a drag-and-drop operation to move a column from the right pane into the body of your report. 
      OR
    • To add all of the available columns, click Add All.  
      OR
    • To change the position of a column, use a drag-and-drop operation to move the column to the desired position in the report table. 
      OR
    • To remove all of the columns from your report, click Remove All
  9. Once you've added the desired columns, you have these options:
    • Aggregate data
      Click fx in the column heading and select one of the following (for numeric values): count, sum, min, max, or average.
      Notes: 
      • Once the report is created, you will see the count, sum, min, max, or average of the values at the bottom of the column.  
      • For field types that are not a numeric value, you have the option to aggregate by count.
    • Change the column order 
      Use a drag-and-drop operation to place the column into the desired position.
    • Filter your report data
      Click the Add Filter drop-down menu to select what you would like to filter by. Once you've specified a filter, you can add another filter. You can also filter data by date range by selecting a start and end date.
    • Group report data
      In the Group by list, select one of the items in the drop-down menu to group report data by the specified column (e.g., you may want to group data by the responsible contractor). 
      add-columns-to-custom-report.gif
  10. Optional: If you want to add additional tools to your report, click Add Tab and select the tool. Then repeat the steps above. 
  11. Click Create Report.