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Procore

Export a Project Single Tool Report

Objective

To export a custom project report.

Things to Consider

  • Required User Permissions:
    • Access to the custom report as:
      • Creator
        OR
      • Viewer

Steps

  1. Navigate to the Project 360 Reporting tool.
  2. Click on the report you want to export.
  3. Click Export.
  4. Choose one of the following options:
    • PDF. Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.
    • PDF with Visuals. Click this option to export a report to the PDF file format that includes any visuals that you added. 
    • Excel. Click this option to export the report to the Microsoft Excel (XLSX) format.
      Note: 
      • Your report will export to a .xlsx file and be downloaded to your computer's native Downloads file unless it is over 3,000 lines long.
      • In this case, you will receive an email with a download link.