Below are the notable changes to the company's Reports tool in 2018.
Project Level Admins Can Now Create Custom Company Reports (17/10/2018)
Updated the Directory tool to allow users with 'Admin' level permission on the Project level tool to create project level custom reports. See Create a Custom Company Report.
Enhanced the Custom Prime Contract Report (16/10/2018)
Updated the Reports tools to enhance the custom Prime Contract report by adding the Actual Completion Date, Signed Contract Received Date, and Contract Termination Date.
Custom Reports for Multiple Tools Now Start on New Page in the Export PDF (11/10/2018)
When you create a custom report that contains data from multiple Procore tools, each tool's data appears on a separate tab. Now, when you export one of those reports, the report data for each tab starts on a new page. Prior to this release, multi-tool reports were continuous. This helps to clarify where the report data starts for each tab. See Create a Custom Company Report.
Updated Export PDF Photo Display (11/10/2018)
Updated the Export PDF feature in the Reports tool so that now, if multiple photos are being exported in a report, two (2) photos display on each page instead of one (1).
New Daily Log Completion Report in Custom Reports (13/6/2018)
Updated the Company and Project level Reports tool so that users with 'Admin' level permission on the Daily Log tool can now create a custom canned report for Daily Log Completion. From the Project level Daily Log tool, simply click Reports > Create New Report to launch the Reports tool. Under Select Tool, click Daily Log Completion and then continue creating the report.
'Read Only' Users Can Now Share Custom Submittals Reports (6/9/2018)
Updated the Company and Project level Reports tool to provide users who have been granted 'Read Only' access to the Reports tool with the ability to share the report from the View page.
Adding Loading Message to Report and Dashboard Pages (24/8/2018)
Updated the Company and Project level Reports tool to add a loading message on the Report and Dashboard list pages.
New Workflow Columns for the Custom Prime Contract Report (24/8/2018)
Update the custom reports feature for the Reports tool to add the following workflow columns for reports including Prime Contract data: Workflow State, Ball in Court, and Ball in Court Duration.
Added Project Level Outbound Email Report (21/8/2018)
Added the Outbound Email Report to the Project level Reports tool. This was previously only available in the Company level Reports tool.
Updated Reports PDF Column Headers (15/8/2018)
Updated the header column widths of report PDF's to make them easier to read.
Added Event Date To Incidents Custom Reporting (15/8/2018)
Added Event Date to Incidents Custom Reporting.
Added 'Lunch Time' Field To Custom Reports (7/8/2018)
Updated the Company and Project level Reports tool's to add the 'Lunch Time' field to custom reports that include data from the Timesheets tool.
Reordered Field Productivity Custom Report Templates (7/8/2018)
Reordered the Field Productivity report templates by moving Weekly Timesheets by Employee and Payroll Report to the beginning of the list.
Added Sub Jobs Column to Financial Line Item Summary (30/7/2018)
Previously, users could not view, group or filter sub jobs on their Financial Line Item Summary custom report. We've updated the tool so they can now add the sub job column to view, group and filter this report by sub jobs.
Added Signature Information to Inspection Reports (3/8/2018)
Added the Signature Request and Signed By field to Inspection reports in the Reports tool.
Enlarged PDF Thumbnails of the Photos Tool on the Reports Tool (1/8/2018)
In the Reports tool, changed the PDF export layout for the photos tool to enlarge the thumbnail so they are now large enough to view on the PDF.
Added Visuals to PDFs for Reports That Are Scheduled for Distrbution (12/7/2018)
Previously, visuals would not show on PDFs for reports that were scheduled for distribution. The tool is updated so visuals will now show in PDFs for reports that have been scheduled for distribution.
Added an Assignee Filter to Deficiency Item Reports (2/6/2018)
Updated the Company and Project level Reports tool to add an Assignee filter for Deficiency Items reports.
Added a Legend to PDFs with Stacked Bar Charts (2/6/2018)
Updated the PDFs from the Company and Project level Reports tool to add a legend to export files containing the stacked bar chart.
Added 'Ball In Court' Column & Filter to Custom Deficiency List Reports (29/5/2018)
Updated the custom reports features in the Company and Project level Reports tools to add a 'Ball in Court' column and filter to Deficiency List reports.
Added a Current Revision Filter to Custom Submittals Reports (24/5/2018)
Updated the Company and Project level Reports tool to add a 'Current Revision' filter option to the custom submittals report feature. Users can now filter report results by adding the Current Revision column to a report. Then choosing 'Current Revision' from the Add Filter drop-down list and placing a checkmark in the Yes box. See Create a Custom Submittals Report.
Added Horizontal Scroll Bar to Reports Tool (22/5/2018)
Updated the Reports tool so it now includes horizontal and vertical scroll bars. This will allow users who are accessing the app.procore.com site from a Microsoft Windows system without a trackpad to scroll horizontally.
Added Reports to Template Gallery (18/5/2018)
Added new financial reports to the Template Gallery: Change Order Reconciliation, Contracts by Status + Executed and Contract Workflow.
New Custom Report Creation Experience (16/5/2018)
When creating a custom report, users can now edit the name and description of a Report on the same page as the report creation, select tools from your report on the left side of the page and use new drag-and-drop tabs from the left side of the page to your report. Users can also add calculated columns and then choose to show/hide the columns by clicking the eye icon in the creation form. To learn more, see Reports: New Custom Report Creation Experience.
Added Ability To Create Custom Reports For Invoices (11/5/2018)
Added the ability to create Company level and Project level custom reports for Invoices in the Reports tool.
Added Schedule Columns to Custom Schedule Reports (30/4/2018)
Updated the Company and Project level Reports tools to add schedule fields to the custom reports feature: Baseline Start, Baseline Finish, Start Variance and Finish Variance.
Updated the Custom Tendering Report (10/4/2018)
Updated the Company and Project level Reports tool to add the 'Tender Package Status' column to the custom Tendering report. Also updated the values for the 'Submission Status' column to read 'Submitted' and 'Not Submitted.'
Added 'Invoices' as a Type on Financial Line Item Detail Report (4/4/2018)
Updated the Company and Project level Reports tool to add 'Invoices' and a Type on the Financial Line Item Detail Report.
Added 'Tender Due Date' Column to Custom Tendering Reports (26/3/2018)
Updated the Company and Project level Reports tool to add a 'Tender Due Date' column to custom Tendering reports.
New Columns Available in Custom Change Events Reports for Beta Customers Only (13/3/2018)
Updated the Company and Project level Reports tools so that the Non-Commitment And Latest Cost columns are now available on custom reports for the Change Events tool. The new columns are available in the Company level tool if (1) All project in the company account are using the Next Gen Change Events tool and (2) the CE Revenue and Non-committed Cost Beta is enabled on the company account.
Added 'Timesheet Status' Column To Custom Reports (21/2/2018)
Updated the Company and Project level Reports tools to add the 'Timesheets Status' column for the Timesheets tool to custom reports. When a report includes this column, users can filter and sort data by Pending, Approved, or Blank. As illustrated below, authors can drag-and-drop the new column to include it in the report. Then, when the report is published, end users can apply their desired filter/sort options to organize items by status. See Reports: Added 'Timesheet Status' Column to Custom Reports.
Dashboards Chart Now Show Loading State In Sidebar (14/2/2018)
Updated the Company and Project level Reports tools to add a loading state indicator in the sidebar. This allows users to view Dashboards before all charts are loaded.
Added 'Sub Job Code' Column to Custom Timesheet Reports (14/2/2018)
Updated the Company and Project level Reports tool to add 'Sub Job Code' to the 'Timesheets - Available Columns' list in custom Timesheet reports. Note: In a timesheet, both the 'Sub Job Name' and 'Sub Job Code' are associated with a timesheet when the person creating or editing the timesheet specifies a 'Sub Job'. See Create a Timesheet.
New 'Substantial Completion Dates' for Custom Prime Contract Report (13/2/2018)
Updated the Company and Project level Reports tools to add the 'Original Substantial Completion Date' and 'Revised Substantial Completion Date' to the 'Prime Contract - Available Columns' list when creating a custom report for the Prime Contract tool. This adds the columns to your report and also as a selection in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Prime Contract tool's Configure Settings page AND (2) the dates are accurate.
Added 'Contract Dates' to Custom Commitment Reports (12/2/2018)
Updated the Company and Project level Reports tools to add the following items to the 'Commitments-Available Columns' list when creating a custom report for the Commitments tool: Approval Letter Date, Contract Date, Issued On Date, Execution Date, Letter of Intent Date and Returned Date. This adds each field to the list of filters in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Commitment tool's Configure Settings page AND (2) the dates are accurate. See Reports: Added 'Contract Dates' to 'Commimtments: Available Columns' for Custom Reports.
Expanded Direct Cost 'Type' Filtering In 'Financial Line Item Details' Custom Report (5/2/2018)
Updated the Company and Project level Reports tools to expand the filtering capability of the 'Type' column in the 'Financial Line Item Details' custom report. After the report is built, users can now select 'Type' from the Add Filter drop-down list and then mark the desired checkboxes (i.e., Direct Cost Expense, Direct Cost Invoice, Direct Cost Payroll or Direct Cost Subcontract Invoice) to narrow data in the report to the selected filters.
Changed Column Name from 'Recipient' to 'Invited Recipient' for Tendering Custom Reports (2/2/2018)
Updated the custom reports feature in the Company and Project level Reports tool to rename a column associated with report data from the Project level Tendering tool. The 'Recipient' column is now named 'Invited Recipient' for more clarity.
Prime Total in Summary Tab Now Includes Financial Markup (17/1/2018)
Updated the Change Events (Next Gen) tool so that financial markup (Vertical and Horizontal) is now included in the 'Prime Total' column of the Change Events tool's Summary tab. This change also affects the Potential Change Orders and Change Event custom reports feature in the Reports tools.