Skip to main content
Procore (en-CA)

What is the new report index page?

New Report Index Page

The company level and project level Reports tool page has been redesigned to better display all types of reports that are related to that project or company. With this new design, you can can search the page for reports, easily create a report and easily edit, delete or clone a report. 

Click on the numbers in the image below to be taken to the section that describes that section. 


navigate-reports-3.png#1 #2 #3 #4 #5 #6 #7

1 - Search

  • At the top of the Reports page, you will be able to search through all of your reports by entering a keyword(s) into the Search box. This will search the reports' titles and descriptions. 

back to top

2 - Company reports

back to top

3 - Canned reports

  • This displays all automatically generated reports that will always appear in your company and project's Reports tool. 

back to top

4 - My Custom reports

  • This displays all custom reports that you have created in your project or company.

back to top

5 - Open in a new tab

  • You can right click in the row of a report to open that report in a new tab. Once you see the "Open in new tab" button, click the button to reveal the report in a new tab. 

back to top

6 - Create new report

  • Click the Create Report button to quickly create a new custom report. 

back to top

7 - Additional options

  • For all reports listed under Company Reports, you can click the ellipsis  icon-ellipsis-options-menu.png  icon to edit or delete these reports.
  • For all reports listed under My Custom Reports, you can click the ellipsis  icon-ellipsis-options-menu.png  icon to clone these reports.

back to top



You can now access your dashboards by clicking the Dashboards subtab at the top of the page. Like the new Report index page, you can create dashboards directly from this page, search for dashboards using the Search bar and Share, Clone or Delete a dashboard by clicking the ellipsis  icon-ellipsis-options-menu.png  icon.