Create a Custom Project Report

Objective

To add a custom report using Procore's Reports tool.

Background

The Reports tool gives users the ability to create, generate, and export customized reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout, and also define how to group and filter report data. After generating a report, it can also be exported from Procore into Microsoft Excel.

Things to Consider

Required User Permissions:
- 'Standard' level permissions or higher on the Project level Reports tool
  AND
  - To create a report using data from the Project level Directory tool: You also need 'Admin' permissions on the Project level Directory tool.
  - To create a report using data from a Financial Management tool: You also need 'Admin' level permissions on the applicable tool (and 'Admin' level permissions on the Company level Admin tool for reports using data from the project's Budget tool).
  - To create a report using data from the company's Portfolio tool: You also need 'Admin' level permissions on the Project level Admin tool.
  - To create a report using data from another tool: You also need 'Read Only' level permissions or higher on the applicable tool.

Additional Information:

Custom reports are only visible and available to the individual who created them.

Reports can include data from these Procore tools and sources:

Bidding
Budget
Change Management
- Change Event Line Item Details
- Potential Change Orders
- Change Orders
Commitments
Coordination Issues
Daily Log
- Daily Construction Report Log
- Call Log
- Notes Log
- Delay Log
- Dumpster Log
- Quantity Log
- Timecard Entry
- Manpower Log
- Visitor Log
- Equipment Log
- Accident Log
- Productivity Log
- Weather Log
- Inspection Log
- Delivery Log
- Daily Log Completion
- Waste Log
- Safety Violation Log
Directory

Drawings
Financial Line Items
- Configurable Budget Snapshots
- Financial Line Item Details
- Financial Line Item Summary
Forms
Incidents
- Incident Injury Records
- Incident Near Miss Records
- Incident Records (All)
- Incidents
Inspections
- Inspection Item Details
- Inspection Summary
Labor Productivity
Meetings
- Meeting Attendance
- Meeting Items
- Meetings
Models
Observations
Owner Invoices
- Owner Invoices
Photos
Portfolio
Prime Contract
Project Roles
Punch List
RFIs

Schedule Tasks
- Schedule Tasks
- Lookaheads
- Requested Changes
Specifications
Subcontractor Invoices
- Subcontractor Invoices
Submittals
Tasks
T&M Tickets
- Materials
- Tickets
- Timecards
- Equipment
Timesheets
- Timecard Entries
- Production Quantities

Steps

Create a New Custom Report
Create a Custom Project Report - Enhanced Reporting
Create a Custom Report from a Report Template

Create a New Custom Report

Navigate to the Project level Reports tool.
Click Create Report in the top right corner.
You will then have the option to Create a New Report or choose an existing template. To create a brand new report, click the Create New Report tile.
Enter in the report name by clicking the pencil icon next to Enter Report Name.
Enter in a description of the report by clicking the pencil icon next to Enter Description.
In the right pane is a list of tools you can report on. Select a tool you wish to report on.
Once you have selected a tool, the right pane will populate with a list of columns you want to add to your report. Drag and drop columns into your report, or add all of the columns by clicking Add All.
- Once you've added the desired columns, you have these options:
  - 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).
  - 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.
  - Change the column order
    Use a drag-and-drop operation to place the column into the desired position.
  - Aggregate data
    Click the fx in the column and select one of the following (for numeric values): count, sum, min, max, or average. 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.
To add a new tool to your report, click Add Tab at the top of the report and repeat step 6-7 above.
When finished configuring your report layout, click Create Report.

Create a Custom Project Report - Enhanced Reporting

Required User Permissions: 'Admin' level permissions on the Project level Directory tool.

To create a custom report using Enhanced Reporting, follow the steps below:

Navigate to the Project level Reports tool.
Click Create Report in the top right corner.
Click the Create New Report tile.
Under Select Data Set>Product Area, select one of the following options:
- Financials
Click the columns icon in the right sidebar to configure the columns on your custom report. See Configure Columns below.
Click the filters icon to manage filters on your custom report. See Manage Filters below.

Configure Columns

Click the columns icon in the right sidebar.
Click the > angle bracket to open or close a field category.
OR
Enter a key word in the search box to locate a field.

Note: To group or filter the report's data by a supported field without adding the field as a column to your report, follow the steps below:
- Hover over the field's name in the Configure Columns menu.
- To group your report's data by the field, click the group by icon that shows. See Manage Table Groups below for more information.
- To filter your report's data by the field, click the filters icon that shows. See Manage Filters below for more information.
  Note: Not every field that can be added as a column can be used to group or filter the report's data.
Mark the checkbox next to the field name to add it as a column to your custom report.
To move a column, click the column name and drag your cursor to where you want the column to be.
To resize a column:
- Hover your cursor next to the column's vertical ellipsis (⋮) until the ↔ cursor appears.
- Click and drag the column to adjust its width.
Click the vertical ellipsis (⋮) next to a column name to select one of the following options:
- Group by - See Manage Table Groups below.
- Pin Column
- Autosize This Column
- Autosize All Columns

Manage Filters

Click the filters icon in the right sidebar.
Click Add Filters to see which fields are available to filter data in your custom report.
Note: A field does not need to be added as a column on the report before it can be used for filtering.
Enter a key word in the search box to locate a field to use as a filter.
OR
Scroll through the filters list.
Click on a field that you want to filter your custom report by.
If the field that you selected in step 4 is a text string (such as an item's status):
- Select the Include button or select the Exclude button.
- Click the Select Values drop-down menu.
- Select one or more values to include or exclude in the filter.
  OR
  Select 'None' to either include or exclude null values in the filter.
If the field that you selected in step 4 is a date value, click the Select Dates drop-down menu and select one of the following options:
- Select Fixed Date Range to set minimum and maximum dates using the Min and Max fields.
  - To see items dated before a certain date, leave the Min field blank.
  - To see items dated after a certain date, leave the Max field blank.
- Select Custom Time Period to create your own time period to filter the results by.
  - Click the left Select drop-down menu and select This, Last, or Next.
  - Use the + and - buttons to choose the numeric value for your custom time period.
  - Click the right Select drop-down menu and select Day, Week, Work Week, Month, Quarter, or Year.
- Select an existing time period option (such as Today, This Week, This Work Week, This Month, This Quarter, or This Year).
- Select None (Fields with no date).
- Select All (Fields with any date).
If the field that you selected in step 4 is a boolean value, select the Yes, No, or None button.
To filter your custom report to only show 'Active' projects, add the Projects > Is Active filter and select the Yes button.
To remove a filter, click the X next to the filter name.
To remove all filters, the vertical ellipsis (⋮) at the top of the Filters menu and click Delete all filters.

Manage Table Groups

Click the Table Groups at the top of the report.
To rearrange table groups, click the vertical grip (⋮⋮) icon and use a drag-and-drop operation to move the groups into your preferred order.
To remove a table group, click the X next to the table group name.
Click Update.

Create a Custom Report from a Report Template

Navigate to the Project level Reports tool.
Click Create Report.
Click one of the available report templates. See What report templates are available in the Reports tools?
A preview of your data in the report will load. To create a report from this template, click Use Template.
The system creates the new report. You can then edit it, distribute it, share it, assign it to projects, clone it, or delete it.