To share a report using the Enhanced Reporting tool.
When a custom report is shared with another Procore user, it becomes available to that user in the Reports tool in the My Custom Reports section. It is also important to note that the shared reports will filter data based on the user's access permission on Procore tools. For example, if you share a report that includes data from the Submittals tool, the users you share it with must also have permissions to the Submittals tool in order to view it.
If you want share the report with other users who have only 'Read Only' or 'Standard' level permission, you must specifically designate those people in the custom report's settings using the steps below. If you do not share the report, you will be the only one who can view the report.
To share a custom report created using Enhanced Reporting, follow the steps below:
Navigate to the Reports tool.