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Procore

Create a Custom Report from the Daily Log

Objective

To create a custom report from the Daily Log tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the project's Daily Log tool.
      AND 
      'Admin' on the project's Report tool.
      Note: If you have 'Admin' permissions on the Daily Log tool and not on the project's Report tool, you will not see the option to complete this task. 
  • Additional Information:
    • Reports will only be created on the project's Reports tool, not the company's Reports tool. 

Steps

  1. Navigate to the project's Daily Log tool.
  2. Click Reports.
  3. Click Create New Report
    create-custom-daily-log-report.png
  4. Follow the steps to create a new report in "Create a Custom Project Report" in the See Also section below.

 

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