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About 60 results
  • https://en-ca.support.procore.com/faq/why-is-my-financial-health-section-of-the-health-dashboard-not-configured
    Explains that a budget view must be configured before the Financial Health section will be configured in the Health Dashboard
  • https://en-ca.support.procore.com/faq/what-report-templates-are-available-in-the-360-reporting-tools
    The following categories of report templates are available to users with the appropriate permissions when they are creating reports in the Company and Project 360 Reporting tools: Open Submittals by S...The following categories of report templates are available to users with the appropriate permissions when they are creating reports in the Company and Project 360 Reporting tools: Open Submittals by Status Submittals Average Response Time by Responsible Contractor Open RFIs by Project - Only available in the Company level Reports tool. Daily Log Completion Report Prime PCO Line Item Detail By Status - Client Prime PCO Line Item Detail By Change Reason - Client Create a Project Single Tool Report
  • https://en-ca.support.procore.com/faq/why-is-the-add-visual-button-unavailable-on-a-single-tool-report
    There are multiple reasons that the Add Visual button might not be available on a single tool report: If you want to enable the capability to add visuals to a report, you must first apply filters to l...There are multiple reasons that the Add Visual button might not be available on a single tool report: If you want to enable the capability to add visuals to a report, you must first apply filters to limit the number of records being included in the report's data set. See Add a Visual to a Company Single Tool Report or Add a Visual to a Project Single Tool Report for information. Add a Visual to a Company Single Tool Report Add a Visual to a Project Single Tool Report
  • https://en-ca.support.procore.com/faq/can-i-create-a-list-of-overdue-pccos
    To help you avoid any setbacks, the project's Prime Contracts tool lets users with 'Admin' permission on the Prime Contracts and Reports tool a generate a report that lists any change orders that have...To help you avoid any setbacks, the project's Prime Contracts tool lets users with 'Admin' permission on the Prime Contracts and Reports tool a generate a report that lists any change orders that have not been approved by its due date. This generates a list of any prime contract change orders that are overdue, based on the 'Due Date' set in the change order.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/reports
    This is the landing page for support articles about the company's Reports tool. It contains links to tutorials, faqs and other support documentation related to Reports.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/reports/release-notes
    This page describes notable changes to the Company level Reports tool.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/reports/tutorials/configure-advanced-settings-reports
    How to configure advanced settings for the company's Reports tool.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/reports/tutorials/distribute-a-snapshot-of-a-custom-company-report
    How to distribute a snapshot of a custom company report.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/reports/tutorials/create-a-calculated-column-in-a-custom-report
    How to create a calculated column to add to your custom reports.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/reports/tutorials/share-a-custom-project-report
    How to share an existing custom project report.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/reports/tutorials/share-a-custom-project-report-dashboard
    How to share a custom project report dashboard.