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Procore

Share a Custom Project Report

Objective

To share a custom report with other people in your project. 

Background

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 a custom report, it is only available for viewing and editing by you (i.e., the creator of the report). 

 

Things to Consider

  • Required User Permissions:
    • To share a report you have created: 'Admin' level permissions on the Project level Reports tool.
    • To share a cloned copy of a report shared with you: 'Standard' level permissions or higher on the Project level Reports tool.
      Notes:
      • Users with 'Admin' level permissions can share cloned copies of any reports.
      • Cloned copies reports are NOT updated if and when the original reports are updated by their creators. See Clone a Custom Project Report.
    • To view a shared report:
      • 'Read Only' level permissions or higher on the Project level Reports tool.
        AND
      • Access permissions to the Procore tools with the report's source data. For example, if a shared custom report includes data from the project's Submittals tool, you must be granted permission to the Submittals tool to see the report data.
        Note: By default, the report is also shared with any user who has been granted 'Admin' permissions on the Project level Reports tool.

Steps

  1. Navigate to the Reports tool.
  2. Locate the custom report to share. 
  3. Click the vertical ellipsis (⋮) and choose Share from the menu.

    custom-report-options-menu.png
     
  4. In the Enter Names or Distribution Groups drop-down menu, search for and select any users or distribution groups that you want to share the report with.
    Note: By default, the report is also shared with any user who has been granted 'Admin' permissions on the Reports tool.
  5. Press ESC or click outside the drop-down menu in the 'Share this Report' window.


    share-report.png
     
  6. Click Share.
    The Share List updated banner appears. 
    Notes:
    • Procore's shared custom report can now be accessed in the Reports tool by the selected user(s). See What happens when I share a report with another Procore user?
    • By default, the report is also shared with any user who has been granted 'Admin' permissions on the Company level Reports tool.
    • Users with whom the report has been shared will receive an automated email notification with the subject line, "<Company Name> has published a report to you."

See Also

 

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