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Procore

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' and above level permissions on the project level Reports tool and 'Read-Only' and above level permissions on the tool that is being reported on.
    Note: 'Standard' and above level permissions are required on Financial tools.
  • Custom reports are only visible and available to the individual who created them.
  • Reports can include data from these Procore tools:
    • Bidding
    • Change Events
    • Change Orders
    • Commitments
      • Accident Log
      • Call Log
      • Daily Construction Report Log
      • Delivery Log
      • Dumpster Log
      • Equipment Log
      • Inspection Log
      • Manpower Log
      • Notes Log
      • Productivity Log
      • Quantity Log
      • Safety Violation Log
    • Daily Log (continued)
      • Timecard Entry
      • Visitor Log
      • Waste Log
      • Weather Log
    • Directory
    • Drawings
    • Financial Line Items
      • Configurable Budget Snapshots
      • Financial Line Item Details
      • Financial Line Item Summary
    • Incidents
    • Inspections
      • Inspection Item Details
      • Inspection Summary
    • Meetings
      • Meeting Summary
      • Meeting Attendance
      • Meeting Items
    • Observations 
    • Photos
    • Portfolio
    • Potential Change Orders
    • Prime Contract
    • Punch List
    • RFIs
    • Schedule Tasks
    • Specifications
    • Submittals
    • Timesheets

Steps

Create a New Custom Report

  1. Navigate to the company's Reports tool.
  2. Click Create Report in the top right corner. 
  3. 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. 

    report-gallery.png
  4. Enter the following:
    1. Report Name*: Enter a descriptive title for the report.
    2. Description: Enter a description that explains the purpose of the report.
    3. Select Tools*: Mark the checkbox that corresponds to at least one (1) of these tools:
      • To include tool data, the tool must be enabled on at least one (1) project in your company account.
      • To select a specific Daily Log, mark a checkbox in the Daily Log drop-down list.
        ​​(Note: An asterisk (*) indicates a required field.)
    4. Click Next Step.
      This reveals the Step 2: Build and Customize Report page. Each tool selected in the step above corresponds to a separate tab in the report.
    5. Click the desired tab (e.g., if you included commitments in your report, click Commitments as shown below). 
    6. (Optional) Add additional tabs by clicking +Add New Tab at the top of the page. Enter in the title for the tab and select an associated tool from the drop-down menu.
    7. (Note: Tab titles must be unique. Duplicates tab titles are not permitted.)
    8. Drag-and-drop columns to move one or more available columns into your report. 
    9. 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.  (Note: You can not aggregate on a tab that has not been grouped.)
    10. Repeat the steps above for each tool included in your report.

    11. When finished configuring your report layout, click Create Report. 

Create a Custom Report from a Gallery Template

  1. Navigate to the Reports tool. 
  2. Click Create Report in the top right corner. 
  3. You will then have the option to Create a New Report or choose an existing template. To create a report from a template, select the card with the template you want to use. 
  4. A preview of your data in the report will load. To create a report from that template, click Use Template.
  5. Your report is created and can be found under "My Custom Reports" in the Reports tool. You can then Edit a Company Level Custom ReportDistribute a Custom Company Report SnapshotClone a Company Level Custom Report and much more!

Next Steps

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