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Procore

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.
  • Supported Export File Formats:
    • Portable Document File (PDF)
    • PDF with Visuals (PDF)
    • Excel (XLSX)
    • Tableau
  • Additional Information:
    • If you are using Procore + Tableau integration, you must set up Tableau as a data source for it to appear as an option in the Export button's menu. See Add Procore as a Data Source in Tableau
       Coming Soon
      Effective November 30, 2020, the Tableau Web Data Connector integration will be deprecated. If your company is currently using the integration, your existing data connections will continue to function until this date. See Integrations: (Coming Soon) Deprecation of Tableau Web Data Connector for more information.
    • If you are exporting a report that contains multiple tabs (i,e., report data from multiple Procore tools), the data for each new tab will start on a new page in the export PDF.

Steps

  1. Navigate to the Reports tool.
  2. Click a report of your choice to open it.
  3. 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 > PDF with Visuals. Click this option to export a report to the PDF file format that includes any visuals that you added. 
    • 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.

See Also

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