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Add a reference article to your User Guide
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
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Reports
The following table highlights which user permissions are required to perform the described user action.
* Users also need 'Read-only' permissions or above on the project tool associated with the report data for all non-financial tools. For financial tools, the user must have 'Admin' permissions on that tool to be associated with report data.
** Users can only delete the reports they created.
Job Role
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
Below are the notable changes to the project's Reports tool.
Recent Changes
Updated Aggregations On Charts To Include AVG, MIN, MAX (7/19/2017)
Updated aggregations on Project and Company level Reports tool charts to include AVG, MIN, MAX.
Added 'Closed Date' And 'Response Date' To Punch List Custom Reports (7/19/2017)
Added 'Closed Date' and 'Response Date' to Project and Company level Punch List custom reports.
Added 'Days Overdue' and 'Overdue' Columns To Submittals Custom Reports (7/14/2017)
Added 'Days Overdue' and 'Overdue' columns to Project and Company level Submittals custom reports.
Added A New 'Meeting Wide Number' Column To Custom Meeting Reports (6/23/2017)
Added a new "Meeting Wide Number" column to the Project and Company level 'Meeting Items' custom reports.
Added Ability To Auto-Add & Delete Calculated Columns In Custom Reports (6/12/2017)
Updated the Reports tools to add the ability to delete calculated columns and auto-add to table on custom reports.
Improved Adding Rows To Calculated Column Modal In Reports Tools (6/7/2017)
Updated the Company and Project level Reports tools to improve the Calculated Column modal so the focus now scrolls to the bottom when a user adds a new row to a calculated column.
Upgraded Financial Line Item Summary Reports Division to be Filterable (6/6/2017)
The Division column in the Financial Line Item Summary custom reporting tool is now filterable in both Project and Company levels.
Added 'Completed Commitments' Column to Custom Financial Line Item Summary Reports (6/5/2017)
Updated the Company and Project level Reports tools to add a Completed Commitments column to the Financial Line Item Summary Custom Report.
Added Fullscreen to Product Line Dashboards in Reports Tools (5/30/2017)
Updated the Company and Project level Reports tools to add fullscreen to the Product Line Dashboards.
Added Warranty Start and Warranty End Dates to Custom Portfolio Reports (5/22/2017)
Updated the Company and Project level Reports tools to add the Warranty Start and Warranty End Dates as Available Columns in custom reports that included data from the Portfolio tool. These dates specify the contract warranty period for a construction project.
Added Bid Package Name Filter to Custom Bidding Reports (5/22/2017)
Updated the Reports tools to add a "Bid Package Name" filter to custom reports that include information from the Bidding tool.
Added Cost Code Column To Custom Directory Reports (5/22/2017)
Updated the Company and Project level Reports tools to add the Cost Code column to custom reports that include information from the the Directory tool.
Added a Parent Job Column to Custom Reports (5/12/2017)
Updated the custom reports feature to add a Parent Job column to custom Portfolio reports.
Removed Inactive Companies From Filter In Custom Reports (5/11/2017)
Removed inactive companies from Contract Companies filter on Custom Reports.
Updated Custom Reports for Budget Snapshots (5/10/2017)
Updated the custom reports feature in the Reports tool to add the required definitions for the Configurable Views feature so the Budget Snapshot Report now shows all visible columns. See How do I make a report that compares budget snapshots?
System Now Sends Emails On Publish For Dashboards & Custom Reports (5/9/2017)
Updated the Reports tools so that the system now sends emails out when Dashboards and Custom Reports are published.
Added Options To Exclude Weekends When Distributing Custom Report Snapshots (5/8/2017)
Updated the Reports tools to add an option to exclude weekends when distributing snapshots of Custom Reports.
Added Requisitions To The Custom Commitments Report (5/4/2017)
Updated the Company and Project level Reports tool to add requisitions to the Custom Commitments Report.
Added Subtotal Display on Hover in Custom Reports (5/3/2017)
Updated the Reports tools so that subtotals now appear when a user hovers their mouse cursor over a subtotal in Custom Reports.
Precipitation Now Using International Standard Units (SI) (4/21/2016)
The Reports tool now uses the International System of Units (SI) when showing precipitation values, instead of the Imperial Standard.
Create Custom Meeting Reports In the Reports Tools (4/21/2017)
If your company has enabled the Reports tools (either at the company level or on a project), you can now create custom reports that includes data from Procore's Meetings tool. For details, see Create a Custom Company Report or Create a Custom Project Report.
Added en-AU Translation to Construction Financials Dashboard (4/18/2017)
Updated the Construction Financials Dashboard in the Reports tool with Australian English (en-AU) translations.
Changed Chart Name To 'Open Inspections By Project' For Reports Dashboard (4/12/2017)
Updated the Reports dashboard for the Quality and Safety product line to change the name of one of the charts from 'Open Inspections Packages by Project' to 'Open Inspections by Project'.
Improved Column Alignment On Reports Table (4/11/2017)
Updated the Reports tools to improve the column alignment on the Reports table.
Create Custom Bidding Reports (4/5/2017)
Updated the Reports tool so that now, user with 'Admin' level permissions on the Bidding tool can now create Bidding Reports.
Upgraded Custom Directory Reports (3/22/2017)
Company information now populates the Company columns in the Custom Directory Report.
Enabled Aggregations for Prime Contract Change Order Columns (3/16/2017)
Updated the Reports tool to enable aggregations for Prime Contract Change Order columns (i.e., Prime CO Schedule Impact and Prime CO Created At) for custom Change Events reports.
Added Expand/Collapse All To Groups In Custom Reports (3/16/2017)
Updated the Reports tools to add Expand/Collapse All for grouping on custom reports. Note: This function does not yet persist or export.
Added Inspection Item 'Details' To Custom Reports (3/14/2017)
Added Inspection Item 'Details' Field to custom reports in the Company and Project level Reports tools.
Updated Reports To Add PCCOs To Change Events Tool (3/6/2017)
Updated the Reports tools to add Prime Contract Change Orders (PCCOs) to custom change events reports.
Added Specs To Custom Reports (3/3/2017)
Added Specifications to custom reports.
Added Project Columns Across All Tools On Custom Reports (3/3/2017)
Added the following columns to all company tools except for Directory and Portfolio: Project Date Created, Project Address, Project ZIP, Project City, Project state, Project phone, Project square feet, Project Notes, Project estimated start date, Project estimated completion date, and Project designated market area.
Added Resource Column To Custom Schedule Reports (2/21/2017)
Added a Resource column to Schedule Tasks on custom Schedule reports.
Added Custom Fields to Custom RFIs Reports (2/17/2017)
Updated the Reports tools too add custom fields to custom RFI reports.
Added Custom Fields To Custom Portfolio Reports (2/14/2017)
Updated the Reports tools to add custom fields to custom Portfolio reports.
Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)
Updated the custom reports feature to add a custom text field and text area to custom Submittals reports.
Added Inspections and Observations to the Assignment Report (2/3/2017)
Added inspections and observations to the Assignment Report.
Added Drawings to Custom Reports (2/3/2017)
Updated the custom reports feature to add the ability to create reports for the Drawings tool.
Updated The Reports Tools To Add Custom Submittal Fields (2/6/2017)
Updated the custom reports feature to add a custom text field and text area to custom Submittals reports.
Added Daily Log's Call Log To Custom Reports (1/18/2017)
Updated the Reports tool to add the Daily Log's Call Log to custom reports.
Added Title Links To Inspection Summary Reports (1/18/2017)
Updated the Reports tool to add Title links to the Inspection Summary Report in custom reports.
Added Title Links To Photos Custom Reports (1/12/2017)
Updated the Reports tool to add Title links to custom reports that include information from the Photos tool as follows: (1) Photos reports at the Project and Company level now link to an photo album via the Album column, and (2) Photos reports at the Project and Company level now link to a photo via the Filename column.
Updated Reset Button To Fix Display In IE/Edge Browsers (1/6/2017)
Updated the Reset button that appears when zooming in on a chart so that users the button appears as expected in the Microsoft Internet Explorer and Microsoft Edge browser.
Updated Permissions For Commitment Cost Report In Reports Tool (1/5/2017)
Updated the Reports tool to change the display of the Committed Cost Report so that it will now only display the contract(s) the user has permissions to access. Users with 'Admin' level have permission to view all Commitment Contracts, therefore they will be able to run a Commitment Cost Report report that contains all contracts.
All Changes
