360 Reporting (Barnhill)

Reporting Best Practices

• Schedule recurring weekly reports to track important KPIs.
• Use standardized naming conventions for organization purposes (i.e. ProjectName_Financials_Date).
• Restrict custom access to trained users to limit the amount of custom templates that exist within your project.
• Regularly audit data sources for accuracy and investigate when discrepancies are discovered in reports.
• Archive outdated reports on a regular basis (this should be done quarterly at a minimum).

Steps

1. Go to the Project Tools menu within your project and select 360 Reporting.

2. Reports Tab

• You can create reports, view popular Procore report templates, and view reports that have been assigned to you under the Reports tab in the 360 Reporting tool.

 

3. Create Report

• To generate a custom report, select Create Report and choose 360 Report or Single Tool Report (this selection will be dependent on what information you are trying to pull into the report.)

 

4. 360 Reporting Tools

• 360 Reporting will prompt you to select which tool you want the report to be based on. There are drop downs under each selection to tell you what tool/information is included under that option.

 

5. Customize Report

• Here you can customize your report view to suit your needs. Make sure to create a report name and description before saving so everyone knows what this report is intended for.

 

6. Edit Columns

• Configure columns by selecting the data you want to import, and move them around so the columns are in the order you prefer.

 

7. Filter Data

• Use filters to refine the data to make your reports as specific as needed. You should see the report update in real time as filters are selected/unselected.

 

8. Custom Columns Data

• You can also add a custom column if the data you are looking for is not available under Procore’s default columns. To do this, select the Add Custom Column tab shown below.

 

9. Share Report

• Click the Share option to share your report with others. This will prompt you to select the individual(s) or Distribution Group(s) that you wish to share the report with. This works well when you have a report template that you would like for another team member to have access to (i.e. Submittal/RFI Logs for Meetings, CE Logs, etc.)
  
  

 

10. Distributing Reports

• To distribute reports, click the Options which will allow you to distribute and view distribution history.
  
  

 

11. Recipient(s) and Format

• Once Distribute is selected, it will prompt you to enter the recipients you would like the report sent to, in addition to what format the report should be sent in. You have the option to distribute the report one time only using the Distribute Now section or a recurring distribution under Schedule Distribution List.

 

12. Exporting Results

• Select the Export dropdown and choose which format you would like to see the report in. This will export the report directly onto your desktop/mobile device. This works well when a report needs to be manually distributed via Microsoft Outlook or manually edited in Excel.

 

13. Report Templates

• The All Templates tab under the 360 Reporting tool provides numerous report options that can be selected from Procore’s default templates. This is a great way to establish the baseline for a report in lieu of creating a custom report from scratch.