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.
- 'Standard' level permissions or higher on the Project level Reports 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 - Beta
Follow these steps if your company is a participant in the Enhanced Report Builder Beta. For more information, see (Beta) Reports: Enhanced Report Builder. - Create a Custom Report from a Gallery 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.
- Group report data
- Once you've added the desired columns, you have these options:
-
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 - Beta
In Beta
The following section describes functionality that is currently in a beta phase of release. All information and content below is subject to change without prior notice. See (Beta) Reports: Enhanced Report Builder for more information.
Required User Permissions: 'Admin' level permissions on the Project level Directory tool.
To create a custom report using the Enhanced Report Builder, 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).
- Select Fixed Date Range to set minimum and maximum dates using the Min and Max fields.
- 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.
Coming Soon Calculated Columns
Coming Soon Visuals
Create a Custom Report from a Gallery Template
- Navigate to the Project level Reports tool.
- Click Create Report.
- Click one of the existing template tiles from the gallery.
Note: If data is available from the selected source tool, a preview appears in the new report's window.
- Click Use Template.
The system creates the new report. You can then edit, distribute, share, assign it to projects, clone it, or delete it.