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Create a Custom Submittals Report

 Objective

To create a custom report using the reporting feature in the project's Submittals tool.

Background

Depending on your access permission level, you can create custom reports that source data from the Submittals tool using the options available in either the Submittals tool or the Reports tools. 

  • Using the New Report Option in the Project level Submittals Tool. Procore's custom submittal reports functionality makes it easy to organize your submittals into relevant reports for your both personal use as well as for company or project-specific needs.With this option, you can create common reports to share with users on all projects or to create reports that are project specific. You can also create personal reports for project engineers and project managers to use to meet day-to-day business goals and you may not want to share those reports with all members of the project team. For details, see Create a New Custom Submittals Report below.
  • Using the Available Gallery Templates in the Company and Project Level Reports Tool. Procore's Create New Report window provides users with access to a variety of Submittals reports in the Project Management Gallery. For details, see Create a Custom Submittals Report Using a Gallery Template.

Things to Consider

  • Required User Permissions:
    • To create, edit, and view reports that have not been marked 'Personal' to another user, 'Admin' level permissions to the Submittals tool.
    • To create personal reports and view global and project-specific reports, ' 'Standard' level permissions to the Submittals tool.
    • To view global and project-specific reports, 'Read Only' level permissions to the Submittals tool. 
  • Additional Information:
    • You can create an unlimited number of reports on a project. 
    • The reports you create are listed from most recent to least recent in the right sidebar of the Submittals tool. 

Steps

Create a Custom Submittals Report

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page. 
  2. Next to Submittal Reports in the sidebar,  click New
    This opens the Create Submittal Custom Report page.
  3. Do the following:
    • Enter Report Name. Click the pencil icon and type a name for the report. 

    • Enter Description. Click the pencil icon and type a description for the report. 

  4. In the Select Tool area, click Submittals
    This adds the Submittals tab to your report. 
  5. In the right-pane, use a drag-and-drop operation to move the desired columns into your report's layout. See Which data columns can I add to a custom Submittals report?
  6. If you want to create calculations using columns, click Create Calculation. Then add your calculation and click Save to close the New Calculation window. 
    Note: To learn how to create a calculation, see Create a Calculated Column in a Custom Report (Beta).
  7. If you want to apply a filter, choose one from the Add Filter drop-down list. 
  8. If you want to group report data, add the desired group using the Group By drop-down list. 

    custom-submittals-report.gif
     
  9. When your report is in the desired state, click Create Report
    The system saves your report. For more information about creating custom reports, see Create a Custom Company Report (Beta) or Create a Custom Project Report (Beta).

Create a Custom Submittals Report Using a Gallery Template

Note: To use this option, your user account must be assigned the permission level described in this article: Create a Custom Company Report or Create a Custom Project Report

  1. Navigate to the Company or Project level Reports tool.
    This reveals the Company or Project Reports page.
  2. Click Create Report.
    This opens the Create New Report window.
  3. Under Project Management, click Show All
    This lists all of the available templates for Procore's Project Management tools. The available report templates for the Submittals tool includes:
    • Overdue Submittals
    • Submittals by Package
    • Open Submittals by Status
    • Submittals Average Response Time by Responsible Contractor
    • Submittals Procurement
    • Submittals by Responsible Contractor

      demo-overdue-submittals.gif

       
  4. Click Use Template.
    The system creates generates a new report using the selected template. You can then proceed with editing the report, distributing a snapshot, sharing the report, cloning the report, or deleting the report. For details, see the instructions for the appropriate Reports tool: Company Reports or Project Reports.

 

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