Project 360 Reporting

1. Permissions to Create and Manage Reports

Learn which user permissions are required to take the described actions in this tool.

 Users can take the action with this permission level.

 Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Material Dataset Now Available (Beta) (03/17/2026)

The 360 Reporting tool supports company-level and project-level tax data within Financial Reporting. This update allows you to pull tax codes and rates directly from Financial Management tools into 360 reports. Tax information in reporting matches what users see in the core finance application. This ensures data consistency across applications, providing complete and comprehensive visibility into tax-related financials in 360 reporting. To learn more, see 360 Reporting: Data Guide.

Upgraded the PDF Export Option for User Experience (03/17/2026)

Procore has upgraded the PDF export option in the Project- and Company-level 360 Reporting tool. The old format is no longer available and the Try Our New PDF Export option has been deprecated (removed) from the Project- and Company-level 360 Reporting tool. Procore has migrated all of the current PDF distributions to a new format. When you export a PDF, you can see now only the PDF option that reflects the new format. This new upgraded PDF export option provides faster performance, improved reliability, and better formatting. See Export a Company 360 Report and Export a Project 360 Report.

march data release (03/17/2026)

Procore is releasing the March 2026 data update for the 360 Reporting tool, enhancing reporting capabilities for all users. This release will expand the available data columns and objects to improve reporting capabilities across multiple tools. Users now have access to new data fields. See 360 Reporting (Company): Data Change Log and 360 Reporting (Project): Data Change Log.

Supported Tax Data in Financial Reports (02/17/2026)

The 360 Reporting tool supports company-level and project-level tax data within Financial Reporting. This update allows you to pull tax codes and rates directly from Financial Management tools into 360 reports. Tax information in reporting matches what users see in the core finance application. This ensures data consistency across applications, providing complete and comprehensive visibility into tax-related financials in 360 reporting. To learn more, see 360 Reporting: Data Guide.

360 Reporting - February Data Release (02/17/2026)

Procore is releasing the February 2026 data update for the 360 Reporting tool, enhancing the monthly reporting capabilities for all users. This release will expand the available data columns and objects to enhance reporting capabilities across multiple tools. Users now have access to new data fields in Daily Log, Scheduling, and Financials tools. See 360 Reporting (Company): Data Change Log and 360 Reporting (Project): Data Change Log.

Updated More Button for Single Tool Reports and Renamed 'Clone' to 'Make a Copy' (01/20/2026)

Procore has updated the Single Tool Reports experience to provide better consistency with the 360 Reports experience. Users can now find a vertical ellipsis button at the top of the page, where we also renamed the 'Clone' option to 'Make a Copy'. This change matches the design of our 360 Reporting buttons. All other functions remain the same. See Copy a Company Single Tool Report and Copy a Project Single Tool Report.

Enhanced PDF Export Experience in 360 Reporting (12/16/2025)

Users can now generate faster, better-looking PDFs with the new export option for 360 Reports. Simply click Export and choose 'Try Our New PDF Export' from the menu. For details, see Export a Company 360 Report and Export a Project 360 Report.

Enhanced Field Descriptions for Directory Data Set in 360 Reporting (12/16/2025)

To improve data clarity in 360 Reporting, Procore has added comprehensive descriptions for all Directory data set fields. Users can now hover over a new information icon next to data set fields to instantly see a clear explanation of what the field represents. This helps users create reports with greater speed and confidence. See Create a Company 360 Report and Create a Project 360 Report. 

Procore Assist reports include Preconstruction Dataset (09/24/2025)   

Procore's AI tool Assist can now answer quantitative questions and build reports from your Preconstruction data (Estimating and Bidding 1.0).  Procore Assist users with 'Standard' level permissions or higher in 360 Reporting can access data from tools where they have the required permissions.

Enhanced Field Descriptions for 360 Reporting (10/21/2025)

To improve data clarity in 360 Reporting, Procore will be adding comprehensive descriptions for all Financials, Preconstruction, Project Execution, and Resource Management dataset fields. Users will soon be able to hover over a new information icon next to dataset fields to instantly see a clear explanation of what the field represents. This will help users create reports with greater speed and confidence. See Create a Company 360 Report.

Procore Assist Reports Expansion (08/19/2025)  

Procore Assist provides North American customers with answers to quantitative questions and creates editable, savable reports. Assist can access data from all source tools in the 360 Reporting tool's Financials, Resource Management, Project Execution, and Directory datasets. Procore Assist users with 'Standard' level permissions or higher on 360 Reporting can access data if they have the required permissions. To learn more, see Get a Custom 360 Report from Assist and What data can Assist access?

360 Reporting: Expand All Groups Feature (07/22/2025)

Procore introduced a new feature in 360 Reporting that allows users to expand or collapse all grouped rows with a single click, enhancing efficiency for reports with up to 1000 rows of data. This update eliminates the need to expand each row individually, streamlining the process of viewing detailed report information. To learn more, see View a Project 360 Report.

Promote Project Level Reports to the COmpany Level (03/13/2025)

Company Admin users can now promote Project level reports to the Company level 360 Reporting tool, facilitating their assignment to various projects. This enhancement eliminates the need to recreate project reports at the Company level, saving time and ensuring consistency and accuracy. See Promote a Project Report to the Company Level. 

Enhanced Reporting for Payment Data (12/17/2024)

Procore has expanded the 360 Reporting capabilities to include new data objects related to payment processes, enhancing the reporting capabilities for general and specialty contractors. The 360 Reporting tool now supports data on payment beneficiaries, disbursements, payment permissions, and more, allowing for comprehensive analysis and management of payment-related activities. To learn more, see 360 Reporting: Data Guide.

New release: 360 Reporting (11/12/2024)

360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success, and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.

360 Reporting for Workforce Management (04/10/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and T&M data alongside your financial information in enhanced reporting to gain insights such as labor utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

USERS WITH COMPANY ADMIN PERMISSION CAN EDIT AND DELETE ANY REPORT TO WHICH THEY HAVE BEEN GRANTED ACCESS OR HAVE THE URL (03/13/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop, and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.

360 Reporting: March Data Release (03/17/2026)

Procore updated the following objects:

• Estimate Layer Group

  • Group Multiplier

  • Total Quantity

  • Unit Of Measures (Quantity)

• Estimate Layer

  • Catalog Number

  • Cost Catalog Item

  • Manufacturer

  • Supplier

  • Total Cost / Sq Ft

  • Total Equipment Cost

  • Total Material Cost

  • Total Quantity

  • Total Subcontractor Cost

  • Total Travel Cost

  • Unit of Measure (Labor Time)

  • Unit of Measure (Quantity)

• Coordination Issue Watcher

  • Company (Vendor) Name

  • ID

  • Date Created

  • Name

• Daily Timecards and Assignments

  • Assignment Count

  • Company ID

  • Daily Assignment Hours

  • Daily Timecard Hours

  • Daily Timecards And Assignments Id

  • Date

  • Employee ID

  • Is Current Week

  • Is Missing Timecards

  • Missing Hours

  • Project ID

  • Week End Date

  • Week Number

  • Week Start Date

• Timecard Entry

  • Employee Name

• Payment Requirement Settings

  • Invoice Signed

• Payment Requirement

  • Invoice Signed

• Material

  • Company ID

  • Project ID

  • Item Name

  • Item Description

  • Item UOM

  • Total Required Quantity

  • Total Shipped Quantity

  • Total Ordered Quantity

  • Total Received Quantity

  • Total Available Quantity

  • Total Issued Quantity

  • ID

  • Date Created

  • Updated By

• Materials Shipment

  • Company ID

  • Project ID

  • Shipment Line Number

  • Shipped Quantity

  • Shipment Line UOM

  • Shipment Forecast Delivery Date

  • Shipment State

  • Shipment Final Date

  • Shipment Line UUID

  • Shipment Line Item UUID

  • ID

  • Shipment Line Link

  • Date Created

  • Updated By

• Materials Receipt

  • Company ID

  • Project ID

  • Receipt Line Number

  • Receipt Line Condition

  • Received Date

  • Received Quantity

  • Receipt Line UOM

  • Receipt Document Status

  • Receipt Posted Date

  • Receipt Location

  • Receipt UUID

  • ID

  • Receipt Line Item UUID

  • Receipt Line Link

  • Date Created

  • Updated By

• Materials Purchase Order

  • Company ID

  • Project ID

  • PO Number

  • Vendor

  • PO Line Number

  • PO Line Ordered Quantity

  • PO Line UOM

  • PO Final Date

  • PO Document State

  • Contract Delivery Date

  • Estimated Delivery Date

  • ID

  • Date Created

  • Updated By

360 Reporting: February Data Release (02/17/2026)

Procore updated the following objects:

• Owner Invoice Line Item

  • Gross Amount plus Tax

  • Net Amount plus Tax

  • Tax Amount

  • Tax Codes

• Owner Invoice

  • Gross Amount plus Tax

  • Net Amount plus Tax

  • Tax Total

  • Taxable Amount

• Subcontractor Invoice Line Item

  • Gross Amount plus Tax

  • Net Amount plus Tax

  • Tax Amount

  • Tax Codes

• Subcontractor Invoice

  • Gross Amount plus Tax

  • Net Amount plus Tax

  • Tax Total

  • Taxable Amount

• Contact

  • Job Title

• Project

  • Store Number

• Commitment

  • Invoice Contacts

• Tax

  • Active Date

  • Created By

  • Created On

  • Description

  • Invoice Tax Application

  • Rate

  • Status

  • Tax Code

  • ID

• Daily Log Delay

  • Company (Vendor) Name

• Daily Log Delivery

  • Company (Vendor) Name

• Daily Log Equipment

  • Company (Vendor) Name

• Daily Log Inspection

  • Company (Vendor) Name

• Daily Log Note

  • Company (Vendor) Name

• Daily Log Observed Weather Condition

  • Company (Vendor) Name

• Daily Log Phone Call

  • Company (Vendor) Name

• Daily Log Plan Revision

  • Company (Vendor) Name

• Daily Log Quantity

  • Company (Vendor) Name

• Daily Log Scheduled Work

  • Company (Vendor) Name

• Daily Log Visitor

  • Company (Vendor) Name

• Scheduling Activity

  • Calendar Name

  • Constraint Date

  • Constraint Type

  • Date Created

  • Created By

  • Deadline Date

  • Deadline Variance

  • Duration

  • Duration Display Unit

  • Duration Unit

  • Finish Date

  • Is Actual Finish

  • Is Actual Start

  • Is Critical

  • Is Placeholder

  • Note

  • Sibling Position

  • Parent ID

  • Percent Complete

  • Resources

  • Crew Size

  • ID

  • Schedule ID

  • Start Date

  • Activity Name

  • Total Float'

  • Display ID

  • Date Updated

  • Company (Vendor) Name

• Scheduling Relationship

  • Date Created

  • Created By

  • Dependency Type

  • From Activity

  • Is Active

  • Lag

  • Lag Display Unit

  • Schedule ID

  • ID

  • To Activity

  • Date Updated

• Scheduling Type

  • Date Created

  • Created By

  • Imported Data Date

  • Is Active

  • Name

  • Schedule ID

  • Start Date

  • Type

  • Date Updated

• Employees

  • Contact ID

• Labor Allocations

  • Created By

• Coordination Issue Watcher

  • ID

  • Name

  • Company (Vendor) Name

  • Date Created

• Commitment Change Order Line Item

  • Estimated Tax

  • Tax Codes

• Commitment Change Order Request

  • Total Estimated Tax

  • Taxable Amount

• Commitment Change Order

  • Total Estimated Tax

  • Taxable Amount

• Commitment Line Item

  • Estimated Tax

  • Tax Codes

• Commitment Potential Change Order

  • Total Estimated Tax

  • Taxable Amount

• Commitment

  • Total Estimated Tax

  • Taxable Amount

• Prime Contract Change Order Line Item

  • Estimated Tax

  • Tax Codes

• Prime Contract Change Order Request

  • Total Estimated Tax

  • Taxable Amount

• Prime Contract Change Order

  • Total Estimated Tax

  • Taxable Amount

• Prime Contract Line Item

  • Estimated Tax

  • Tax Codes

• Prime Contract Potential Change Order

  • Total Estimated Tax

  • Taxable Amount

• Prime Contract

  • Total Estimated Tax

  • Taxable Amount

360 Reporting: January Data Release (01/20/2026)

Procore updated the following objects:

• Subcontractor SOV

  • Id

  • Amount

  • Description

  • SOV Position Number

• Bid Package

  • Bid Manager

  • Bid Submission Notifications

• Equipment Timecard Entry

  • Idle Hours

• Labor Allocation

  • Created By

  • Date Created

  • Date Updated

• Budget Code

  • Budget Code Status

360 Reporting: November Data Release (11/18/2025)

Procore updated the following objects:

• Bid

  • Added Bid Invitation First Sent

• Budget Change

  • Added Budget Lock Status

• Commitment

  • Added Current Workflow Response

• Commitment Potential Change Order

  • Added Current Workflow Response

• Correspondence

  • Added Current Workflow Response

• Form Template

  • Added ID

  • Added Name

  • Added Description

  • Added Date Created

  • Added Date Updated

  • Added Date Archived

• Inspection Item

  • Added Attachment Count

• Instruction Attention

  • Added Name

  • Added ID

• Instruction Distribution Member

  • Added Name

  • Added ID

• Maintenance Record

  • Added Service Type

  • Added Service Duration

  • Added Start Date

  • Added Issue

  • Added Notes

• Owner Invoice

  • Added Current Workflow Response

• Prime Contract

  • Added Current Workflow Response

• Prime Contract Change Order

  • Added Current Workflow Response

• Prime Contract Potential Change Order

  • Added Current Workflow Response

• Project

  • Added Actual Completion Date

• Specification Section

  • Added Current Revision

  • Added Issued Date

  • Added Received Date

  • Added Revision

• Subcontractor Invoice

  • Added Current Workflow Response

Procore also updated the following objects to support multi-currency:

• Change Event Line Item

  • Changed Contingency

• Commitment

  • Changed Draft Change Orders

  • Changed Invoiced

  • Changed Pending Change Orders

  • Changed Pending Revised Change Orders

  • Changed Remaining Balance

  • Changed Revised Contract Amount

  • Changed Approved Change Orders

• Commitment Change Order

  • Changed Current Workflow Response

360 Reporting: October Data Release (10/21/2025)

Procore added the following objects:

• Invoice Compliance:

  • Added ID

  • Added Name

  • Added Type

  • Added Status

  • Added Notes

  • Added Attachment Count

  • Added Effective Date

  • Added Expiration Date

  • Added Last Modified By

  • Added Last Modified Date

Procore updated the following objects:

• Assembly Part:

  • Added Difficulty Factor

  • Added Labor Margin

  • Added Total Cost

  • Added Total Labor Sales

  • Added Unit Labor

    Mins

  • Added Unit Sales

• Company Folder/Document:

  • Added File Size (Bytes)

• Folder/Document:

  • Added File Size (Bytes)

• Inspection:

  • Added

    Respondable

    Item Count

• Form:

  • Added Template Archived Date

• Inspection:

  • Added Group

  • Added Reinspected By

  • Added Origin

• Meeting:

  • Added Distributed Date

  • Added Distributed By

  • Added Last Distributed Event

• Observation:

  • Added Group

• Maintenance Records:

  • Added Service Type

  • Added Service Duration

  • Added Start Date

  • Added Issue

  • Added Notes