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Procore

Reports

Overview

Further Information

Overview

Procore's Project 360 Reporting tool lets you access all your Procore project data to create these report types:

  • 360 Reports. Build custom reports using data from all Procore tools and projects, whether active or inactive.
  • Canned Reports. View pre-built summaries of key data, covering everything from project overviews to timecards.
  • Single Tool Reports. Build reports using data from one Procore tool on an active project.
  • Templates. Use templates to build project reports without having to start from scratch.
  • Dashboards. Build custom 360 reporting dashboards to make data-driven project decisions.
 Note

Tutorials

See Company Level: 360 Reporting for additional documentation.

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Videos

 Tip

To browse and search all Procore training videos, visit our video library.

Filtering 360 Reports
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Custom Reports - Specialty Contractor

 

Filtering Enhanced Reports

 

Granularity and Joins

 

Create a Subcontractor Invoice Detail Report

 

Create a Committed Cost Report

 

Create an Unsynced ERP Items Report

 

Enhanced Reporting - Create a Subcontractor Invoice Detail Report

 

Enhanced Reporting - Create an Unsynced ERP Items Report

 

Enhanced Reporting - Create a Committed Cost Report

 

Create Custom Reports

 

Specialty Contractor As Client - Create a Custom Reports

 

Enhanced Reporting - Create an Enhanced Report

 

Admin - Create Custom Report

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Custom Report

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Create a Custom Report

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create Custom Reports - Specialty Contractor
 
Create Custom Reports - Specialty Contractor
 
Create Custom Reports - Specialty Contractor
 
Create Custom Reports - Specialty Contractor
 
Create Custom Reports - Specialty Contractor
 
Create Custom Reports - Specialty Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Custom Reports - Specialty Contractor
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 
Create Custom Reports - Specialty Contractor
 
Filtering 360 Reports
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Custom Reports - Specialty Contractor

 

Filtering Enhanced Reports

 

Granularity and Joins

 

Create a Subcontractor Invoice Detail Report

 

Create a Committed Cost Report

 

Create an Unsynced ERP Items Report

 

Enhanced Reporting - Create a Subcontractor Invoice Detail Report

 

Enhanced Reporting - Create an Unsynced ERP Items Report

 

Enhanced Reporting - Create a Committed Cost Report

 

Create Custom Reports

 

Specialty Contractor As Client - Create a Custom Reports

 

Enhanced Reporting - Create an Enhanced Report

 

Admin - Create Custom Report

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Custom Report

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Create a Custom Report

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

FAQ

Permissions

Project report permissions are separated into Single Tool Reports and 360 Reporting sections. Or, see company permissions.

Single Tool Reports

The following table highlights which user permissions are required to perform the described user action.

General Tasks None Read Only Standard Admin
Add a Visual to Custom Reports       icon-mindtouch-table-check.png
Configure Advanced Settings: Reports       icon-mindtouch-table-check.png
Create a Custom Project Report     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Delete a Custom Project Report     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 2
Share a Custom Project Report       icon-mindtouch-table-check.png
Project Reports None Read Only Standard Admin
View Cost Code Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Assignment Report       icon-mindtouch-table-check.png 3
View User Sessions Reports       icon-mindtouch-table-check.png 3
View Outbound Emails Report       icon-mindtouch-table-check.png
View RFI Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Submittal Approvers' Response Time   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Punch List Delays   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Vendor Insurance Report   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
View Watch Folders Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Labor Budget to Actual Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Field Production Report   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View Timecard Reports   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
Financial Reports None Read Only Standard Admin
Create a Custom Financial Line Items Report to Compare Budget Snapshots       icon-mindtouch-table-check.png
View Budget Modifications Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Budget Detail Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
View Buyout Summary Report   icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png 6
View Overdue Prime Contract Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Committed Cost Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Overdue Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Subcontractor Invoices by Date   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Unexecuted Prime Contract Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Prime Potential Change Order Report By Change Reason   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Monitored Resources Report   icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5 icon-mindtouch-table-check.png 5
Schedule Reports None Read Only Standard Admin
View All Schedule Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daily Log Reports None Read Only Standard Admin
View All Daily Log Reports   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To create single tool report, users with 'Standard' permission on the project's Reports tool also need 'Read-only' or higher permissions to the tools they want to create a report for. For Financial Management tools, users must have 'Admin' permission on the appropriate financial tool to create a custom report. For the Company Directory, users will need 'Admin' permission on the Company Directory. 

2 Users can only delete the reports they created.

3 To view project reports, users may also need additional permissions on the project tool associated with the report data. See View a Report.

4 Users also need 'Admin' level permissions on the Project level Directory tool OR 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'View Company Insurance Information' granular permission enabled on their permissions template to view this report.

5 To view budget reports, users also need 'Read Only' permissions or higher on the project's Budget tool. See View Budget Reports

6 To view the 'Buyout Summary Report', users also need 'Read Only' permissions or higher on the project's Budget and Commitments tools. See View Budget Reports

360 Reports

The following table highlights which user permissions are required to perform the described user action.

General Tasks None Read Only Standard Admin
View a Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribute a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Copy a Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Promote a Project Report to the Company Level 1        

1 Requires 'Admin' level permissions to the Company Level Directory Tool.

In addition, Depending on the field group, users may need additional permissions on the data's source tool in order to access the reportable data from within the Project level 360 Reporting tool. The table below shows each 360 Reporting field group's source tool (if applicable) and the permissions required on the source tool to access the reportable data.

Field Group Source Tool None Read Only Standard Admin
Action Plan Action Plans       icon-mindtouch-table-check.png
Action Plan Approver Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Assignee Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Record Action Plan       icon-mindtouch-table-check.png
Action Plan Line Item Record Request Action Plans       icon-mindtouch-table-check.png
Action Plan Line Item Reference Action Plans       icon-mindtouch-table-check.png
Action Plan Receiver Action Plan       icon-mindtouch-table-check.png
Actual Production Quantities Budget OR Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Change Adjustment Line Items Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Changes Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Code N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Line Item Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Modification Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Budget Workflow Responses Budget       icon-mindtouch-table-check.png
Budget Workflow Steps Budget       icon-mindtouch-table-check.png
Budgeted Production Quantities

Budget OR Timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Line Item Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Change Event Production Quantity Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Commitment Commitments       icon-mindtouch-table-check.png
Commitment Change Order Commitments       icon-mindtouch-table-check.png
Commitment Change Order Line Item Commitments       icon-mindtouch-table-check.png
Commitment Change Order Markup Commitments       icon-mindtouch-table-check.png
Commitment Change Order Request Commitments       icon-mindtouch-table-check.png
Commitment Change Order workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Change Order workflow steps Commitments       icon-mindtouch-table-check.png
Commitment Line Item Commitments       icon-mindtouch-table-check.png
Commitment Potential Change Order Commitments       icon-mindtouch-table-check.png
Commitment Workflow Responses Commitments       icon-mindtouch-table-check.png
Commitment Workflow Steps Commitments       icon-mindtouch-table-check.png
Company (Vendor) - used in company reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company (Vendor) - used in project reporting N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Global Insurance Directory     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Project Insurance Directory     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Company Folder/Document 2  Documents       icon-mindtouch-table-check.png 2
Coordination Issue Coordination Issues   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Correspondence Correspondence       icon-mindtouch-table-check.png 1
Correspondence Assignee Correspondence       icon-mindtouch-table-check.png 1
Correspondence Distribution List Correspondence       icon-mindtouch-table-check.png 1
Correspondence Response Correspondence       icon-mindtouch-table-check.png 1
Crew Crews   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Daily Log Accident Daily Log       icon-mindtouch-table-check.png
Daily Log Completion Daily Log       icon-mindtouch-table-check.png
Daily Log Construction Report Daly Log       icon-mindtouch-table-check.png
Daily Log Delay Daily Log       icon-mindtouch-table-check.png
Daily Log Delivery Daily Log       icon-mindtouch-table-check.png
Daily Log Dumpster Daly Log       icon-mindtouch-table-check.png
Daily Log Equipment Daily Log       icon-mindtouch-table-check.png
Daily Log Inspection Daily Log       icon-mindtouch-table-check.png
Daily Log Manpower Daly Log       icon-mindtouch-table-check.png
Daily Log Note Daily Log       icon-mindtouch-table-check.png
Daily Log Observed Weather Condition Daily Log       icon-mindtouch-table-check.png
Daily Log Phone Call Daly Log       icon-mindtouch-table-check.png
Daily Log Plan Revision Daily Log       icon-mindtouch-table-check.png
Daily Log Productivity Daily Log       icon-mindtouch-table-check.png
Daily Log Quantity Daly Log       icon-mindtouch-table-check.png
Daily Log Safety Violation Daily Log       icon-mindtouch-table-check.png
Daily Log Scheduled Work Daily Log       icon-mindtouch-table-check.png
Daily Log Scheduled Work Task Daly Log       icon-mindtouch-table-check.png
Daily Log Visitor Daily Log       icon-mindtouch-table-check.png
Daily Log Waste Daily Log       icon-mindtouch-table-check.png
Direct Cost Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Direct Cost Line Item Direct costs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribution List RFI       icon-mindtouch-table-check.png
Drawing Revision Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Drawing Markup Link Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Employees Directory   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
ERP Job Costs Summary Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Estimates Estimating   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Estimate Budget Included Item Estimating   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Estimate Budget Item Estimating   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Estimate Layers Estimating   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Estimate Layer Groups Estimating   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Estimating Projects Estimating   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Folder/Document Documents       icon-mindtouch-table-check.png
Folder/Document Watcher Documents       icon-mindtouch-table-check.png
Form Forms       icon-mindtouch-table-check.png
Incident Incident       icon-mindtouch-table-check.png
Incident Action Incident       icon-mindtouch-table-check.png
Incident Alert Incident       icon-mindtouch-table-check.png
Incident Distribution Member Incident       icon-mindtouch-table-check.png
Incident Injury Body Part Incident       icon-mindtouch-table-check.png
Incident Record Incident       icon-mindtouch-table-check.png
Inspection Inspection       icon-mindtouch-table-check.png
Inspection Assignee Inspection       icon-mindtouch-table-check.png
Inspection Distribution List Inspection       icon-mindtouch-table-check.png
Inspection Item Inspection       icon-mindtouch-table-check.png
Inspection Item Activity Inspection       icon-mindtouch-table-check.png
Inspection Item Comment Inspection       icon-mindtouch-table-check.png
Inspection Schedule Inspection       icon-mindtouch-table-check.png
Inspection Schedule Assignee Inspection       icon-mindtouch-table-check.png
Inspection Schedule Distribution List Inspection       icon-mindtouch-table-check.png
Inspection Signature Request Inspection       icon-mindtouch-table-check.png
Instructions Instructions       icon-mindtouch-table-check.png
Labor Productivity

Budget OR timesheets

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Labor Productivity: Budget Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Location N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Meeting Meeting       icon-mindtouch-table-check.png
Meeting Attendee Meeting       icon-mindtouch-table-check.png
Meeting Item Meeting       icon-mindtouch-table-check.png
Meeting Item Assignee Meeting       icon-mindtouch-table-check.png
Meeting Item Attendee Meeting       icon-mindtouch-table-check.png
Monitored Resource Budget   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Observation Observation       icon-mindtouch-table-check.png
Observation Activity Observation       icon-mindtouch-table-check.png
Observation Distribution Member Observation       icon-mindtouch-table-check.png
Owner Invoice Prime contracts       icon-mindtouch-table-check.png
Owner Invoice Line Item Prime contracts       icon-mindtouch-table-check.png
Photo Photo       icon-mindtouch-table-check.png
Punch Item Punch List       icon-mindtouch-table-check.png
Punch Item Assignee Punch List       icon-mindtouch-table-check.png
Punch Item Ball in Court Punch List       icon-mindtouch-table-check.png
Punch Item Comments Punch List       icon-mindtouch-table-check.png
Punch Item Distribution Member Punch List       icon-mindtouch-table-check.png
Prime Contract Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Line Item Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Markup Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Request Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Workflow Responses Prime contracts       icon-mindtouch-table-check.png
Prime Contract Change Order Workflow Steps Prime contracts       icon-mindtouch-table-check.png
Prime Contract Line Item Prime contracts       icon-mindtouch-table-check.png
Prime Contract Potential Change Order Prime contracts       icon-mindtouch-table-check.png
Prime Potential Change Order Production Quantity Prime contracts   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Prime Workflow Responses Prime contracts       icon-mindtouch-table-check.png
Prime Workflow Steps Prime contracts       icon-mindtouch-table-check.png
Project N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Project Roles N/A icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Quote Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Request for Quote Response Change events   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
RFI RFI       icon-mindtouch-table-check.png
RFI Assignee RFI       icon-mindtouch-table-check.png
RFI Question RFI       icon-mindtouch-table-check.png
RFI Response RFI       icon-mindtouch-table-check.png
Schedule Calendar Item Schedule       icon-mindtouch-table-check.png
Schedule Lookahead Schedule   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Schedule Lookahead Task Schedule   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Schedule Task Schedule   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Schedule Task Request Schedule   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Specifications Specifications   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sub Invoice Workflow Responses Commitments       icon-mindtouch-table-check.png
Sub Invoice Workflow Steps Commitments       icon-mindtouch-table-check.png
Subcontractor Invoice Commitments       icon-mindtouch-table-check.png
Subcontractor Invoice Line Item Commitments       icon-mindtouch-table-check.png
Submittal Submittal       icon-mindtouch-table-check.png
Submittal Approver Submittal       icon-mindtouch-table-check.png
Submittal Ball In Court Submittal       icon-mindtouch-table-check.png
Submittal Distribution List Submittal       icon-mindtouch-table-check.png
T&M Ticket T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
T&M Ticket Equipment T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
T&M Ticket Labor T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
T&M Ticket Material T&M Tickets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Task Task       icon-mindtouch-table-check.png
Task Activity Task       icon-mindtouch-table-check.png
Task Assignee Task       icon-mindtouch-table-check.png
Timecard Entry Timesheets   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Correspondence Type Admins can access all Correspondence field sets and are limited to columns and rows of data by correspondence types. Super Private Correspondence records are not available in Enhanced Reporting. 

2 Requires Company Directory Admin permissions in the Company Admin tool.

Permissions for Datasets

Access to datasets is determined by access to field groups within a dataset. In order to be granted access to a dataset, a user must have access to one of the field groups within the given dataset. The user will still only have access to the data within the field groups which they have access.

Dataset Field Group
Financials Budget Line Items, Prime Contract, Commitments, Change Events, Direct Costs
Project Execution Action Plan, Correspondence, Coordination Issue, Daily Log, Documents, Drawing, Form, Incident, Inspection, Meeting, Observation, Photo, Punch List, RFI, Schedule, Submittal or Task
Resource Management Budget Line Items, Prime Contract, Commitments, Change Events, Direct Costs, Crews, Time & Material or Timesheets
User Activity User activity across most tools. Some tools not included, such as Maps, Document Management, and custom project tools.
Directory & Portfolio Users, Project, Companies
Preconstruction  Estimating Projects, Budget, Bidding

 

Release Notes

Below are the notable changes to the Project 360 Reporting tool. 

Recent Changes

Supported Tax Data in Financial Reports (2/17/2026)

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 (2/17/2026)

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' (1/20/2026)

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.

Data Change Log

Below are the latest data updates to 360 Reporting.

Recent Changes

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

 Important
If you have selected a custom field from an incident record as a column or filter, that field will be dropped (removed) from the report and it must be added back. This change is necessary to resolve an issue with custom fields not displaying across all incident record types.

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: December Data Release (12/16/2025)

Procore updated the following objects:

  • Budget Code

    • Budget Code Status

  • Daily Log Accident

    • Area

  • Daily Log Construction

    • Area

  • Daily Log Delay

    • Area

  • Daily Log Delivery

    • Area

  • Daily Log Dumpster

    • Area

  • Daily Log Equipment

    • Area

  • Daily Log Inspection

    • Area

  • Daily Log Man Power

    • Area

  • Daily Log Note

    • Area

  • Daily Log Observed Weather Condition

    • Area

  • Daily Log Phone

    • Area

  • Daily Log Plan Revision

    • Area

  • Daily Log Productivity

    • Area

  • Daily Log Quantity

    • Area

  • Daily Log Safety Violation

    • Area

  • Daily Log Scheduled Work

    • Area

  • Daily Log Visitor

    • Area

  • Daily Log Waste

    • Area

  • Equipment Telematics

    • Provider Name

    • Provider ID

  • Equipment Telematics Daily Summary

    • Active Regeneration Hours

    • Date

    • Distance

    • ID

    • Fuel Used

    • Fuel Used Last 24

    • Equipment ID

    • Idle Hours

    • Idle Non Operating Hours

    • Count

    • Maximum Speed Last 24

    • Operating Hours

    • Power Take Off Hours

  • Incident

    • Assignees

    • Global Status

  • Incident Assignee

    • ID

    • Company (Vendor) Name

    • Date Created

    • Name

    • Date Updated

  • Incident Record

    • Equipment ID

    • Equipment Name

  • Labor & Equipment Productivity

    • Task Code

    • Task Name

    • Labor Estimated Hours

    • Labor Reported Hours

    • Labor Reported Cost

    • Labor % Completion

    • Equipment Estimated Hours

    • Equipment Reported Hours

    • Equipment Reported Cost

    • Equipment % Completion

    • Total Estimated Hours

    • Total Reported Hours

    • Total Reported Cost

  • Labor Allocation

    • ID

    • Date

    • Hours

    • Created By

  • Prime Contract

    • Pending Change Orders

    • Invoiced

    • Approved Change Orders

    • Pending Revised Contract Amount

    • Remaining Balance

    • Revised Contract Amount

    • Draft Change Orders

  • Punch Item Activity

    • Attachment Count

    • Comment

    • Date Created

    • Created By

    • ID

    • Status

    • Date Updated

  • RFI

    • Attachment Count

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