Enhanced Reporting: Create a Custom Project Report Using a Template
Objective
To create a new custom report using a template in Enhanced Reporting.
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, and define how to group, filter, and sort report data. After generating a report, it can be exported as an .xlsx, .pdf, or .csv file.
You can use a template from the Reports tool's Template tab to base your custom report on. Templates are pre-made reports based on industry standards that are immediately customizable, which allows you to create reports without starting from scratch.
Things to Consider
- Required User Permissions:
- Additional Information:
- When you preview a template, you might not be able to view some columns on certain tabs of the reports if you do not have the necessary permissions. When this happens, a warning message appears that tells you which fields you do not have access to based on your current permission levels.
- When a new template option is added to the collection, users outside of the United States will experience a delay of 3-4 days before the template is available in their language of choice.
Steps
To create a report from a template in Enhanced Reporting:
- Navigate to the Reports tool.
- Search for a Template
OR
Filter Templates.
- Preview a Template.
search for a template
- Navigate to the Reports tool.
- Select the Templates tab.
- Enter keywords to search for a template.
Note: Search will look for keywords in template titles and descriptions.
- Templates matching the keyword(s) are displayed.
filter templates
- Navigate to the Reports tool.
- Select the Templates tab.
- Select filter options from the Filter Data Sets dropdown menu.
Note: You can select multiple options to filter with.
- Templates matching the filters are displayed.
preview a template
- Navigate to the Reports tool.
- Select the Templates tab.
- Click Preview next to the template you want to preview.
This opens the template in edit mode.
- Edit the template as needed, then click Save.
- Saving an edited template will automatically create a copy of the template as a new report under My Reports.
- You can continue to edit your report after you create it if needed.
- To learn more about creating and editing custom reports, see Enhanced Reporting: Create a Custom Report.