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Export a Custom Project Report

Objective

How to export a custom project report to PDF, Excel, or Tableau.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project level Reports tool and 'Admin' level permissions on the tool that is being reported on.

Steps

  1. Navigate to the Reports tool.
    This reveals the Reports page. 
  2. Choose one of these options:


    ​​​​
    • Export > PDF. Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.
    • Export > 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). 
    • Export > Tableau. For this option to appear, you must set up Tableau as a data source. See Add Procore as a Data Source in Tableau.
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Last modified
09:20, 13 Oct 2017

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