Analytics - Report Change Log

Below are the notable changes to Analytics 2.0 Power BI Reports.

Recent Changes 

Report Updates (20/05/2025)

  • Power BI Report Updates
    • Procore Financials Budget (Custom)
      • Report updated to work with multi-select synced custom budget view
      • Report updated to include snapshot_type filter
    • Procore Financials Budget
      • Report updated to include snapshot_type filter
    • Procore Project Management Report
      • Fixed incorrect calculation for Gantt visuals
      • Report updated the start and end date column names in visuals to match Procore user interface

Report Updates (22/04/2025)

  • Procore Specialty Contractor
    • Uploaded report to Analytics
  • Procore Action Plans 2.0
    • Adjusted logic on “Progress” page to include items that have no progress (0%)
  • Procore Financials Budget 2.0
    • Fixed bug that would occur with multiple budget snapshots taken in the same day
  • Procore Financials
    • Added ProjectTool table to data model
    • Added “Tool Configuration” report page
  • Procore Project Management 2.0
    • Added ProjectTool table to data model
    • Added “Tool Configuration” report page
  • All Reports
    • Minor performance enhancements
  • Data Connectors
    • Added support for incremental refresh.
  • Other Updates
    • Added procore_analytics_metadata table which contains:
      • Model Name
      • Primary Keys
      • Refresh Type - FULL/INCREMENTAL
      • last_refresh_time - Data last refreshed on PA tables
      • latest_transaction_timestamp - Cut off time from Procore APP

Report Updates (18/3/2025)

  • Power BI Report Updates
    • Core
      • Tool Configuration 
      • Project Tasks
    • Financials
      • Financials Tool Utilization (Deprecated )
    • Financials Budget and Financials Budget (Custom)
      • Budget Snapshot Forecast (Deprecated)
      • Advanced Forecasting Over Time
    • Owner
      • Advanced Forecasting Over Time
    • Project Management
      • Project Tool Utilization (Deprecated)
      • Project Trending (Deprecated)

Bug fixes and Report updates (18/02/2025)

  • All Reports:
    • Fixed a bug causing an issue with relationships when a token has access to multiple companies.
    • Updated default row limit to prevent refresh from not pulling all data.
    • Added in line comments to some report measure and calculated columns.
  • Project Management
    • Fixed an issue with a relationship causing Ball In Court for submittals to not filter correctly.
  • Quality and Safety
    • Removed filter that was set as default.
    • Fixed an issue where Correspondence custom fields were returning empty.
  • Owner 
    • Updated documentation URL.
    • Fixed an issue when duplicated budget names were used. 

Bug fixes and Report updates (21/01/2025)

  •  Performance Fixed to Custom Budget Report
    • Updated queries to remove redundant parameters and source queries, updated dynamic data type change to properly account for percentage data types.
  • Performance fixes for all reports
    • Removed some report parameters and standard source queries for performance, errors, and clarity.
  • Added Budget Comparison to Budget Report (Analytics 1.0 parity)
  • Added Advanced Forecasting Pages back to Owner and Budget Report
  • Bug Fix - Financials Report - Subcontractor Reconciliation Page
    • Fixes a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore.
  • Bug Fix - Drill through fixes
    • Reintroduced select missing drills through filters from Analytics 1.0.

bug fixes and Report updates (17/12/2024)

  • All Reports
    • Removed some report parameters and standard source queries for performance, errors, and clarity
  • All Reports 
    • Reintroduced some missing drills through filters from Procore Analytics 1.0
  • Procore Financials Budget (Custom) 
    • Updated queries to remove redundant parameters and source queries
    • Updated dynamic data type change to properly account for percentage data types
  • Procore Financials Budget 
    • Added Budget Comparison 
  • Procore Owner and Procore Financials Budget
    • Added Advanced Forecasting 
  • Procore Financials - Subcontractor Reconciliation 
    • Fixed a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore 

bug fixes and Report updates (04/11/2024)

  • All Reports
    • Fixed bugs with various URLs
    • Removed HTML tags in some description columns to display better in Power BI
  • Procore Daily Logs 
    • Added 'Attachment Details' visual to the following pages: Construction, Delays, Deliveries, Manpower, Notes
  • Procore Adoption  
    • Various bug fixes

bug fixes and Report updates (14/10/2024)

  • Procore Project Management 
    • Added Schedule ToDos and Schedule ToDo Gantt pages
  • Procore Quality & Safety 
    • Fixed tooltips for TRIFR Analysis

bug fixes and Report updates (07/10/2024)

  • Procore Financials Budget 
    • Various bug fixes and formatting changes
  • Procore Quality & Safety 
    • Various bug fixes and formatting changes
  • Procore Project Management 
    • Various bug fixes and formatting changes 
  • Procore Actions Plans 
    • Various bug fixes and formatting changes
  • Procore Daily Logs 
    • Various bug fixes and formatting changes
  • Procore Adoption
    • Uploaded report to Analytics
  • Procore Design Coordination 
    • Uploaded report to Analytics