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Procore

Create and View a Custom RFI Report

Objective

To create a custom report using the report controls in the right pane of the project's RFIs tool. 

Things to Consider

  • Required User Permissions: 
    • Create a Project level Custom RFI Report:
      • Users with 'Standard' level permission to the RFIs tool and 'Standard' and above (i.e. 'Standard' or 'Admin') on the Reports tool can create custom RFI reports at the project level. 
        • Users with 'Standard' permissions on the Reports tool cannot share their reports with other users.
      • Users with 'Admin' level permission on the RFIs tool and 'Admin' on the Reports tool can create custom RFI reports at the Project level and share across all projects (i.e. global reports).
        • Users with 'Admin' permissions on the Reports tool can share their reports with other users.
    • View a Project level Custom RFI Report:
      • Users with 'Read-only' and above (i.e. 'Read-only,' 'Standard,' or 'Admin') level permissions on the RFIs tool and 'Standard' and above (i.e. 'Standard' or 'Admin') can view custom RFI reports.
        • If a user has 'Admin' level permission on the RFIs tool and no access to the Reports tool, the report is only accessible by clicking the Configure Settings  icon in the top left corner, then clicking Custom Reports, and then the View button).
    • View a personal report
      • Personal reports can only be viewed by the creator of the report. 
  • Prerequisites:
  • Limitations:
    • Any report made before 1/8/2015 will appear as a company-wide report unless a user with 'Admin' level permission to the RFIs tool and 'Admin' level permission to the Reports tool modifies it to 'Personal' or 'Project Specific.' 
    • To create a custom report using the Reports tool, see Create a Custom Company Report or Create a Custom Project Report.
  • Additional Information:
    • There is no limit to the number of custom reports that you can create with the RFIs tool on a project. 
    • When you create a custom RFI report for a project, the same report will be created for all other projects if it is a Global Report. 

Demo

create-custom-rfi-report.gif

Steps

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page.
  2. Under Custom Reports, click + New.
    This launches the Project level Reports tool.
  3. Continue by completing the steps in Create a Custom Project Report.
    A link for your new report will appear under Custom Reports on the RFIs page. It will also be available for viewing in the Reports tool. See View Reports.

See Also

 

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