Below are the notable changes to the Company level Reports tool in 2022.
Excel File Type Option Added for Distributing Custom Company Reports Created with Enhanced Reporting (07/12/2022)
Procore has updated the distribution functionality for custom company reports created with Enhanced Reporting. Users can now distribute and schedule distributions for custom company reports as Excel files. See Distribute a Snapshot of a Custom Company Report.
Distribute and Schedule Distributions for Custom Company Reports Created with Enhanced Reporting (03/10/2022)
Procore has added distribution functionality to Enhanced Reporting for Financials. This functionality allows users to distribute a snapshot of a custom company report, either as a one-time distribution or a scheduled distribution. See Distribute a Snapshot of a Custom Company Report.
Global and Project Insurance Field Groups Added to Enhanced Reporting (06/09/2022)
Procore has added two new field groups to Enhanced Reporting for Financials: Company Global Insurance and Company Project Insurance. These columns allow users to add insurance information from the Company level Directory tool (global insurance) and from the Project level Directory tool (project insurance) to their custom company reports together with their financial data. See Create a Custom Company Report - Enhanced Reporting.
Enhanced Reporting for Financials (28/07/2022)
Procore has released various enhancements to the Company level Reports tool for reporting on Financial Management tools. Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface. See Create a Custom Company Report - Enhanced Reporting.