Reports

2. Permissions for Data Access

Action Plans

If you have access to view the action plan in the tool, you can view all associated data from its child objects. See Action Plans Permissions.

Admin

Permissions Show/Hide Details

Data Field Group	Project Admin Tool Permissions	Notes
Project	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.
Project Distribution Group	Read Only, Standard, Admin	None
Project Note	Read Only, Standard, Admin	None
Project Permissions	Read Only, Standard, Admin	None
Project Task	Read Only, Standard, Admin	None
Project Roles	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.

 

 

Beta Permissions Show/Hide Details

In Beta

Company Administrators can enable the 360 Project Execution Reporting for Non-Admin Users in Procore Explore. (US 2 | UK)

Data Field Group	Admin Tool Permissions	Notes
Project	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.
Project Roles	'Read Only' level permissions or higher to the project's Home tool.	This data object is only available with these permissions in the Project Execution dataset.

Asset

Permissions Show/Hide Details

Data Field Group	Asset Tool Permissions	Notes
Asset	Read only	None
Asset Attachment	Read only	None

Bidding

Permissions Show/Hide Details

Data Field Group	Bidding Tool Permissions	Notes
Bid	Read Only	None
Bid Form	Read Only	None
Bid Item	Read Only	None
Bid Package	Read Only	None
Bid Vendor	Read Only	None

Budget

Permissions Show/Hide Details

Data Field Group	Budget Tool Permissions	Notes
Actual Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Budget Change	Read Only, Standard, Admin	Requires ERP Integrations to see ERP status fields
Budget Change Workflow Steps & Assignment Duration	Read Only	Requires Company Workflows
Budget Change Adjustment Line Item	Read Only, Standard, Admin	None
Budget Code	None, Read Only, Standard, Admin	This is a structural attribute. There isn't a single, direct permission setting. Visibility is contextual to the projects on which you have been granted source tool access.
Budget Forecast Line Item	Read Only, Standard, Admin	None
Budget Line Item	Read Only, Standard, Admin	None
Budgeted Production Quantities	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
ERP Job Costs Summary	Read Only, Standard, Admin	Requires ERP Integrations
Labor Productivity	Read Only, Standard, Admin	Part of Labor Productivity. Data Field Group is also supported with source tool permissions on the Timesheets tool.
Monitored Resource	Read Only, Standard, Admin	None

Change Events

If you have access to view the change event in the tool, you can view all associated data from its child objects. See Change Events Permissions.

Commitments

Permissions Show/Hide Details

Data Field Group	Commitments Tool Permissions	Notes
Commitment	If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.	None
Commitment Change Order	Admin	Requires Change Management
Commitment Change Order Line Item	Admin	Requires Change Management
Commitment Change Order Markup	Admin	Requires Change Management
Commitment Change Order Request	Admin	Requires Change Management
Commitment Line Item	If you have access to view the commitment in the tool, you can view it in the Project Execution dataset. See Commitments Permissions.	None
Commitment Potential Change Order	Admin	Requires Change Management
Commitment Workflow Responses	Admin	Requires Company Workflows
Request for Quote	Read Only, Standard, Admin	None
Request for Quote Quote	Read Only, Standard, Admin	None
Request for Quote Response	Read Only	None
Subcontractor Invoice	Admin	Requires Invoice Management.
Subcontractor Invoice Line Item	Admin	Requires Invoice Management.

Coordination Issues

If you have access to view the coordination issue in the tool, you can view all associated data from its child objects. See Coordination Tool Permissions.

Correspondence

If you have access to view the correspondence in the tool, you can view all associated data from its child objects. See Correspondence Permissions.

Note: Super Private correspondences are excluded.

Crews

Permissions Show/Hide Details

Data Field Group	Crews Tool Permissions	Notes
Crew	Read Only	None

Daily Log

If you have access to view the daily log in the tool, you can view all associated data from its child objects. See Daily Log Permissions.

Direct Costs

Permissions Show/Hide Details

Data Field Group	Direct Costs Tool Permissions	Notes
Direct Cost	Read Only	None
Direct Cost Line Item	Read Only	None

Directory

Permissions Show/Hide Details

Data Field Group	Directory Tool Permissions	Notes
Company (Vendor) - Used in Company 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company (Vendor) - Used in Project 360 Reporting	None, Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Company Comments	Read Only, Standard, Admin	None
Company Global Insurance	Read Only, Standard, Admin	None
Company Project Insurance	Read Only, Standard, Admin	None
Contact	Read Only, Standard, Admin	None
Employees	Read Only	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
User	Read Only, Standard, Admin	Data is contextual. The data you see depends on the report you are running and your project access permissions. Example: If you have permission to 'Project ABC' you will see vendor data for 'Project ABC'
Workflow Instances	Admin	None
Workflow Steps	Admin	None
Workflow Step Assignees	Admin	None

Documents

Permissions Show/Hide Details

Data Field Group	Documents Tool Permission	Notes
Company Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document	Admin	Also requires 'Admin' level permissions on the Company Directory.
Folder/Document Watcher	Admin	Also requires 'Admin' level permissions on the Company Directory.

Drawings

If you have access to view the drawing in the tool, you can view all associated data from its child objects. See Drawings Permissions.

Estimating

Permissions Show/Hide Details

Data Field Group	Estimating Tool Permissions	Notes
Estimate	Read Only, Standard, Admin	None
Estimate Adjustment	Read Only, Standard, Admin	None
Estimate Budget Included Item	Read Only, Standard, Admin	None
Estimate Budget Item	Read Only, Standard, Admin	None
Estimate Layer	Read Only, Standard, Admin	None
Estimate Layer Group	Read Only, Standard, Admin	None
Estimating Project	Read Only, Standard, Admin	None

Forms

If you have access to view the form in the tool, you can view all associated data from its child objects. See Forms Permissions.

Incidents

If you have access to view the incident in the tool, you can view all associated data from its child objects. See Incidents Permissions.

Inspections

If you have access to view the inspection in the tool, you can view all associated data from its child objects. See Inspections Permissions.

Instructions

If you have access to view the instructions in the tool, you can view all associated data from its child objects. See Instructions Permissions.

Materials (Beta)

Permissions Show/Hide Details

Data Field Group	Materials Tool Permissions	Notes
Materials	Read Only	None
Materials Purchase Order	Read Only	None
Materials Shipment	Read Only	None
Materials Receipt	Read Only	None

Meetings

If you have access to view the meeting in the tool, you can view all associated data from its child objects. See Meetings Permissions.

Observations

If you have access to view the observation in the tool, you can view all associated data from its child objects. See Observation Permissions.

Payments

Permissions Show/Hide Details

Data Field Group	Payments Tool Permissions	Notes
Contract Compliance	Admin	Requires Invoice Management and Procore Pay.
Disbursement	Admin	Requires Invoice Management and Procore Pay.
Early Pay Enrollment	Admin	Requires Invoice Management and Procore Pay.
Lien Waiver	Admin	Requires Invoice Management and Procore Pay.
Manual Holds	Admin	Requires Invoice Management and Procore Pay.
Payment Beneficiary	Admin	Requires Invoice Management and Procore Pay.
Payment Invite	Admin	Requires Invoice Management and Procore Pay.
Payment Issued	Admin	Requires Invoice Management and Procore Pay.
Payment Permissions	Admin	Requires Invoice Management and Procore Pay.
Payment Project Controls	Admin	Requires Invoice Management and Procore Pay.
Payment Received	Admin	Requires Invoice Management and Procore Pay.
Payment Required Settings	Admin	Requires Invoice Management and Procore Pay.
Subtier Lien Waivers	Admin	Requires Invoice Management and Procore Pay.
Subtiers	Admin	Requires Invoice Management and Procore Pay.

Photos

If you have access to view the photo in the tool, you can view all associated data from its child objects. See Photos Permissions.

Project Document Management (PDM) - Beta

Permissions Show/Hide Details

Data Field Group	PDM Tool Permissions	Notes
Document Management	Admin	None

Prime Contracts (Funding/Client Contracts)

Permissions Show/Hide Details

Data Field Group	Source Tool Permissions	Notes
Owner Invoice	Admin	Requires Invoice Management.
Owner Invoice Workflow Steps & Assignment Duration	Admin	Requires Invoice Management and Company Workflows.
Owner Invoice Line Item	Admin	Requires Invoice Management.
Prime Contract	Admin	None
Prime Contract Workflow Steps & Assignment Duration	Admin	Requires Invoice Management and Company Workflows.
Prime Contract Change Order	Admin	Requires Change Management.
Prime Contract Change Order Workflow Steps & Assignment Duration	Admin	Requires Change Management and Company Workflows.
Prime Contract Change Order Line Item	Admin	Requires Change Management.
Prime Contract Change Order Markup	Admin	Requires Change Management.
Prime Contract Change Order Request	Admin	Requires Change Management.
Prime Contract Change Order Workflow Responses	Admin	Requires Change Management.
Prime Contract Change Order Workflow Steps	Admin	Requires Change Management.
Prime Contract Line Item	Admin	None
Prime Contract Potential Change Order	Admin	Requires Change Management.
Prime Potential Change Order Production Quantity	Read Only, Standard, Admin	Requires Change Management.

Punch List

If you have access to view the punch item in the tool, you can view all associated data from its child objects. See Punch List Permissions.

RFIs

If you have access to view the RFI in the tool, you can view all associated data from its child objects. See RFI Permissions.

Schedule

If you have access to view the schedule in the tool, you can view all associated data from its child objects. See Schedule Permissions.

Schedule 2.0

Permissions Show/Hide Details

Data Field Group	Schedule 2.0 Tool Permissions	Notes
Scheduling Activity	Read Only	None
Scheduling Relationship	Read Only	None
Scheduling Type	Read Only	None

Specifications

If you have access to view the specification in the tool, you can view all associated data from its child objects. See Specification Permissions.

Submittals

If you have access to view the submittal in the tool, you can view all associated data from its child objects. See Submittals Permissions.

T&M Tickets

Permissions Show/Hide Details

Data Field Group	Tasks Tool Permissions	Notes
T&M Ticket	Read Only, Standard, Admin	None
T&M Ticket Equipment	Read Only, Standard, Admin	None
T&M Ticket Labor	Read Only, Standard, Admin	None
T&M Ticket Material	Read Only, Standard, Admin	None

Tasks

If you have access to view the task in the tool, you can view all associated data from its child objects. See Task Permissions.

Timesheets

If you have access to view the timecard in the Timesheets tool, you can view all associated data from its child objects. See Timesheets Permissions.

Single Tool Reports

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

 Important

Some actions that impact this tool are done in other Procore tools.

 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.

Project 360 Reporting Tutorials Actions	None	Read Only	Standard	Admin	Notes
Add a Visual to a Project Single Tool Report Web					You must also have 'Read Only' level permission or higher on the data source tool.
Aggregate Data in a Project Single Tool Report Web					You must also have 'Admin' level permissions on the data source tool.
Copy a Project Single Tool Report You Created Web
Copy a Project Single Tool Report (Shared) Web
Create a Calculated Column in a Project Single Tool Report Web					You must also have 'Admin' level permissions on the data source tool.
Create a Custom Budget Report Web					Users must also have the following permissions: 'Read Only' permissions or higher to the project's Budget tool Admin to the company level Admin tool (where custom budget views are managed)
Create a Custom Financial Line Items Report to Compare Budget Snapshots Web
Create a Project Single Tool Report Web					Users also need the following permissions to the relevant data source tool: Directory: 'Admin' level permissions. Financial Management Tools: 'Standard' level permission or higher. All Other Tools (Core, Project Management, Quality & Safety): 'Read Only' level permissions or higher.
Delete a Project Single Tool Report Web					Users with 'Admin' level permissions to the Company Directory can also take this action.
Distribute a Snapshot of a Project Single Tool Report You Created Web
Distribute a Snapshot of Any Project Single Tool Report Web					Users must have 'Admin' level permissions to the Company Directory to take this action
Edit Any Project Single Tool Report Web					Users must have 'Admin' level permissions to the Company Directory to take this action
Edit a Project Single Tool Report You Created Web
Export a Project Single Tool Report You Created Web
Export a Project Single Tool Report (Shared) Web
Share a Project Single Tool Report You Created Web
Share a Project Single Tool Report (Shared) Web
View a Project Single Tool Report You Created Web
View a Project Single Tool Report (Shared) Web

june data release (06/16/2026)

Procore is releasing the June 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 enhance reporting capabilities across multiple tools. Users now have access to new data fields in Financial Management and other tools. To learn more, see 360 Reporting (Company): Data Change Log and 360 Reporting (Project): Data Change Log.

Asset Dataset Now Available (Beta) (05/19/2026)

Procore has added Asset management data to the 360 Reporting tool. Users can now report on key asset and asset attachment fields, including Asset identity and type, Trade and status, Location and geo-coordinates, Project and company association, Custom fields, and Attachments and supporting documents. This enhancement gives General Contractors centralized visibility into asset inventory, where assets are deployed, which projects/companies own or use them, and whether required documents are attached. Teams can improve asset tracking, reduce loss and downtime, and make better decisions about equipment planning and project readiness. To learn more, see the 360 Reporting Data Guide.

Workflow 2.0 Data Now Available (05/19/2026)

You can now analyze workflow approval performance across your entire project directly in 360 Reporting, instead of checking items one by one. This enhancement supports the project-wide workflow view, lifecycle tracking, performance metrics, and actionable statuses. Teams can move from simply managing tasks to optimizing approval processes. By visualizing workflow bottlenecks in 360 Reporting, you can identify roles or steps that consistently slow projects down, reduce approval lag, and help keep project schedules on track. To learn more, see the 360 Reporting Data Guide.
Note: Existing workflow columns and setup in 360 Reporting remain available and are not being decommissioned as part of this release.

360 reporting may data release (05/19/2026)

Procore is releasing the May 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 enhance reporting capabilities across multiple tools. Users now have access to new data fields in Asset, Crew Equipment, Subcontractor Invoice Line Item, and other tools. To learn more, see 360 Reporting (Company): Data Change Log and 360 Reporting (Project): Data Change Log.

Removed Access to Legacy User Sessions Report (05/08/2026)

Procore has removed access to the legacy User Sessions Report for all users across all regions. This includes access through the app, bookmarks, and any integrations, and the supporting data pipeline is being fully sunset. Users should now use the User Activity Report in the 360 Reporting tool for all user activity queries. Consolidating on this new report provides a more consistent, functional, and informative experience for analyzing user activity data, and eliminates reliance on the older, less capable legacy User Sessions Report. See the 360 Reporting Data Guide.

PDM Data Now Available (Beta) (04/21/2026) 

Procore has added Project Document Management (PDM) data to the 360 Reporting tool. Users can now report on key PDM activity—including documents, folders, and usage events—within the Project Execution dataset. This unlocks visibility into document uploads, revisions, access patterns, and folder usage across projects. Tool admins will have access to these new reporting capabilities. To learn more, see the 360 Reporting Data Guide.

APRIL DATA RELEASE (04/21/2026)

Procore is releasing the April 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 enhance reporting capabilities across multiple tools. Users now have access to new data fields in Direct Cost, Document Management, RFI, Task, and other tools. To learn more, see 360 Reporting (Company): Data Change Log and 360 Reporting (Project): Data Change Log.

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.