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.
Navigate to the Project level Reports tool.
Click the name of the report you want to export under Custom Reports.
Click the PDF, Excel, or Tableau button in the upper-right hand corner.
(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.)
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.