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Create a User Activity Report in 360 Reporting

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Objective

To create a Company or Project 360 Report to show the actions taken by users in your Procore Company.

Background

The User Activity Dataset allows you to create 360 Reports that show how people use Procore. You can audit your company's activity by tracking specific tools, actions, and users over time.

This information helps administrators and managers understand how their company uses Procore and allows them to audit employee activity in cases of mistakes or misuse of the platform.

 Tip

What are the key differences between User Activity Reporting and the legacy User Sessions Report? The User Activity Report provides several advantages over the legacy User Sessions Report:

  • Customization. Build custom reports by choosing specific fields and filters to see the exact data you need.
  • Expanded Data. Access a wider range of data points, including Actor Email, Event Type, and Event Name, for a more complete picture of user activity.
  • Longer Time Frame. Analyze user actions in Procore over a 31-day period, compared to just 7 days in the legacy report
  • Mobile Insights. View user activity from Procore's mobile applications with 360 Reporting.
  • Advanced Filtering. Focus on the most relevant information by filtering your data by any dimension or date field, without having to add them as columns in your report.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Directory tool.
    • 'Admin' level permissions on the Project Directory tool. 
  • Additional Information:
    • There is only one data set for User Activity reports with no joins.
  • Limitations:
    • 360 Reports created with the User Activity dataset cannot be distributed.
    • Exported reports will be limited by row count, reports with row limits exceeding the following cannot be exported:
      • CSV = 700,000
      • Excel = 200,000
      • PDF = 5000

Steps

  1. Navigate to the 360 Reporting tool.
    • Use the Company 360 Reporting tool for company reports.
    • Use the Project 360 Reporting tool for project reports.
  2. Click Create Report in the top right corner.
  3. Click the Create 360 Report tile.
  4. Under Select Data Set>Product Area, select User Activity.
  5. Click the icon-view-columns.png columns icon in the right sidebar to configure the columns on your custom report. See Configure Columns below.
  6. Click the icon-filter2.png filters icon to manage filters on your custom report. See Manage Filters below.
     Note
    By default, data from all projects (including 'Active' and 'Inactive' projects) are included in custom reports created at the Company level. Configure the Projects > Is Active filter to change which projects are included.

Configure Columns

  1. Click the icon-view-columns.png columns icon in the right sidebar.
  2. Click the > angle bracket to open or close a field group.
    OR
    Enter a key word in the search box to locate a field.
     Notes
    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 icon-grouped-list.png group by icon that shows. See Manage Table Groups below for more information.
    • To filter your report's data by the field, click the icon-filter2.png filters icon that shows. See Manage Filters below for more information.
    • Not every field that can be added as a column can be used to group or filter the report's data.
  3. Mark the checkbox next to the field name to add it as a column to your report.
  4. To move a column, click the column name and drag your cursor to where you want the column to be.
  5. 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.
  6. 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

  1. Click the icon-filter2.png filters icon in the right sidebar.
  2. Click Add Filters to see which fields are available to filter data in your report.
    Note: A field does not need to be added as a column on the report before it can be used for filtering.
  3. Enter a key word in the search box to locate a field to use as a filter.
    OR
    Scroll through the filters list.
  4. Click a field that you want to filter your report by.
  5. 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.
  6. 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).
  7. If the field that you selected in step 4 is a boolean value, select the Yes, No, or None button.
  8. To remove a filter, click the X next to the filter name.
  9. To remove all filters, the vertical ellipsis (⋮) at the top of the Filters menu and click Delete all filters.

Manage Table Groups

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