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Procore

View Project Reports

Objective

To view all of your project's reports in your project's Reports tool. 

Things to Consider

  • Required User Permission:
    • 'Read Only' or higher on the Project level Reports tool.
      AND
    • Users also need additional permissions to view specific custom project reports:
      • Custom Project Reports: Financial Management Tools:
        • To view a custom project report using 'Budget' as the source, 'Admin' permissions on the Company Admin tool and 'Standard' or 'Admin' on the project's Budget tool. 
        • To view a custom project report using 'Change Management' as the source:
          • For the 'Change Event Line Item Details' source, 'Admin' permission on the project's Change Events tool.
          • For the 'Potential Change Orders' and 'Change Orders' source, 'Standard' or 'Admin' permission on the project's Budget, Commitments, and Prime Contracts tools. 
        • To view a custom project report for the 'Financial Line Items' source, 'Admin' permissions on all Financial Management tools. 
        • To view a custom project report for 'Owner Invoices', 'Admin' permission on the Prime Contracts tool.
        • To view a custom project report for 'Subcontractor Invoices', 'Admin' permission on the Commitments tool. 
      • Schedule Reports
        • To view Schedule reports,  'Standard' or 'Admin' permissions on the project's Schedule tool.
      • Daily Log Reports
      • To view Daily Log reports, 'Read-only' permission on the project's Daily Log tool.

Steps

  1. Navigate to the project's Reports tool.
  2. To view a report, click the title of the report. Reports are categorized by the following: 
    • Project Reports: General reports that display data that span the project.
    • Financial Reports: Reports related to financials, such as budget and change order reports. 
      Note: When the Budget tool is turned "On," the Budget Forecast Report and Budget Variance Report will not appear. When the Budget tool is turned "Off," The Budget Modifications and Budget Variance Report will not appear.
    • Schedule Reports: Reports related to the project's scheduled tasks and changes.
      Note: Schedule Reports only report on data from schedule files uploaded to the Project level Schedule tool and do not report on data manually entered in Procore.
    • Daily Log Reports: Reports related to different logs in the Daily Log tool. 
  3. Once you click into a report, you can not edit the report. However, you can export the report as  PDF.

 

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