Below are the notable changes to the Company level Reports tool in 2020.
New Project Roles Custom Report (12/11/2020)
Procore released a new report called the Project Roles report. This report allows users to report on projects, users, and users' roles on projects. Users with the appropriate permissions can run this report in the Company level Reports tool to easily identify who has been assigned which role on one or more projects. See Create a Custom Company Report.
'Approver Comment' Column Added to Custom Reports for Submittals (20/10/2020)
Users can now include 'Approver Comment' in a custom Submittals report in the Reports tool. This allows users to have visibility into Approver Comments in Submittal reports. See Create a Custom Company Report.
Added 'Overdue' Field to Custom 'Schedule Tasks' Reports (16/10/2020)
'Overdue' has been added as a reportable field for 'Schedule Tasks' in the Company level Reports tool. Users can now report on 'Overdue' schedule tasks, as well as filter and group schedule tasks by 'Overdue'. See Create a Custom Company Report.
Added My Time 'Clock In Time' and 'Start Time' to Custom Reports (2/10/2020)
Procore has added the 'Clock In Time' and 'Start Time' columns to the custom reports for 'Timecard Entries.' For companies using My Time (Android) and My Time (iOS), custom reports can now include both the actual clock in/out time and entered/modified start time entries. For example, if a user clocks in at 8:07 am and later edits a time entry to show a start time of 8:00 am, you can now include both columns to better identify discrepancies. See Create a Custom Company Report.
Column Name Changes for Submittal Reports (29/9/2020)
Procore has renamed some of the column names in reports for the project's Submittals tool. See Create a Custom Company Report.
- 'Approver Sent Date' is now 'Date Sent to Approver'
- 'Approver Return Date' is 'Date Returned by Approver'
- 'BIC Sent Date' is now 'Date Sent to BIC'
- 'BIC Returned Date' is now 'Date Returned by BIC'
Column Name Change for Financial Reports (21/9/2020)
Procore has renamed the 'Total Value' column to 'Project Total Value' in reports for Project Financials tools. See Create a Custom Company Report.
Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (18/9/2020)
When creating a custom report in the Company level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Company Report. The following fields are now available as options:
- Meetings: Attachments, Meeting Template, Number Invited, Number Attended, Absent Attendees, Invited, Meeting ID, Assignment, and Meeting #.
- Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
- Photos: Starred and Origin fields.
'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (1/9/2020)
Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.
New Column Available in the Change Events Line Item Detail Report (7/8/2020)
A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available.
New Time & Materials Grouping in Select Tool Menu (16/7/2020)
Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Company Report.
New Reporting Options on Requested Changes in Schedule Tool (17/4/2020)
'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Company level Reports tool. This allows users with the appropriate permissions to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Company Report.
Test Projects & Project Templates Excluded from Company Reports & Dashboards (27/2/2020)
Test projects and project templates will now be excluded from Company Reports and Dashboards. This provides a clearer view of your company's actual projects without needing to manually exclude test projects and templates by name.