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Edit a Project Level Custom Report

Objective

To edit a custom report that was created at the project level.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • If you have 'Admin' level permissions to the Project level Reports tool, you cannot edit a report unless you created it. 
    • If you want to edit a report that has been shared with you, you must clone the report (see Clone a Project Level Custom Report) and edit the clone.

Steps

Edit a Custom Project Report

  1. Navigate to the Project level Reports tool.
  2. In the Reports tab, locate the desired custom report.
  3. Click the vertical ellipsis (⋮) and choose Edit from the shortcut menu.
    add-visual-to-custom-reports.png
    This opens the selected report in edit mode. 
  4. Edit the report as desired. To learn about your options, see Create a Custom Project Report.
  5. Edit the report's Title and Description by clicking in the desired field(s). 
  6. Click Update Report to save your changes. 

Edit 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.

To edit a custom report created using the Enhanced Report Builder, follow the steps below:

  1. Navigate to the Project level Reports tool.
  2. Locate the report created with the Enhanced Report Builder.
  3. Click the vertical ellipsis (⋮) and select Edit.
  4. Update the report as necessary. See Create a Custom Project Report - Beta for more information about the available fields and functionality.
  5. Click Update Report.

 

If you would like to learn more about Procore's report management software and how it can help your business, please visit our construction reports product page .