Share a Project Report

Objective

To share a report using the 360 Reporting tool.

Background

Shared 360 reports appear in a user's My Reports section, with data automatically filtered by their tool permissions. For example, viewing submittal data requires access to the Submittals tool.

To share with 'Read Only' or 'Standard' users, you must add them in the report’s settings. Otherwise, reports remain private and visible only to you.

Things to Consider

• Required User Permissions:
  • For company 360 reports: 'Admin' level permissions on the Company Directory tool.
  • For project 360 reports: 'Standard' or higher level permissions on the 360 Reporting tool, and you must be the creator, or 'Admin' level permissions on the Company Directory tool.
• Additional Information: 
  • 360 Reports can only be shared with users with 'Admin' level permissions on the Company Directory tool. Once shared, the report only becomes accessible to all users with 'Admin' level permissions on that tool.

Steps

1. Navigate to the Company 360 Reporting tool.
2. Click the report to open.
3. At the top of the page, click Share to update the report share list.
4. Add a user to the Share List as follows:
   • Type a user name in the Search box. 
   • Click the user's name to add them to the Share List.
5. Optional: Click the (x) by a user's name in the Share List to remove that user.
6. Click Update.
   A success banner appears. Procore also sends an email notification to any newly-added recipients.