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Procore

Create a Calculated Column in a Custom Report

Objective

To create a calculated column to add to your custom reports.

Background

You can create calculated columns in custom reports in order to gain more insight to data data by creating basic arithmetic calculations.

Things to Consider

  • Required User Permissions:  'Admin' level permissions on the project level Reports tool and 'Admin' level permissions on the tool that is being reported on. 
  • Calculated columns are sortable.
  • Calculated columns persist within any one given report.
  • Currently, created calculated columns can not be used for other calculations.
  • Calculated columns created by a customer are associated with a specific report and can not be used on other reports.

Steps

  1. Navigate to the Reports tool.
  2. Click Edit next to the report you want to add a calculated column to.
  3. Click + Create Calculation at the bottom of the right pane. 
  4. Enter in the following column information:
    • Calculation Name: Enter in a title for the new column you are creating. 
    • Output Type: Select one of the following output types: Percentage, Currency, Number, and Date Variance.
    • Column X: Select a column to calculate with from the drop-down.
    • Operator: Select one of the following operators to apply to the calculation: +, -, x, and /.
    • Column Y: Select a second column to calculate with from the drop-down.
       
  5. Click Save to create the column or click Save & Create New to create a new column. Complete Step 4 above. 
  6. Your calculated column will now appear at the bottom of the page where your other columns may be.  You can then create an aggregate for that column. See Aggregate Data in a Custom Report. The values for the calculated column will not calculate until the report is run
  7. Click Create Report.


 

 

 

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