Add a Visual to a Company Single Tool Report

Objective

To add a visual to a single tool report.

Background

Make your report's data easier to interpret at a glance by adding a visual. You can create various charts, such as bar or line graphs, to highlight key trends, proportions, and comparisons.

Things to Consider

• Required User Permissions: To add a visual, you need permission for both the 360 Reporting tool and the report's data source.
  • 360 Reporting Tool: 'Standard' level permissions or higher.
  • Data Source: Varies by Procore tool (e.g., 'Admin' for Directory, 'Standard' for Financial Management, 'Read Only' for Project Management).
• Additional Information:
  • Data Size: The 'Add Visual' option is only available for reports with fewer than 2,500 records. See Why is the Add Visual button unavailable on a single tool report?
  • Cloned Reports: To modify a visual on a copied report, you must be the person who created the copy. See Copy a Company Single Tool Report.
  • One Visual Per Tab: You can add only one visual to each tab.

Steps

1. Navigate to the Company 360 Reporting tool.
2. In the Reports tab, locate the desired report.
3. Click the report to open it.
4. Click + Add Visual.
   
   
    
5. Enter a name for your new visual in the Descriptive Title box.
6. Next to Type of Visual, click the desired button to specify which visual to create.
   Note: Depending on the visual, you will have the ability to select different measures on which the report's calculations can be made. 

   Chart Type	Best Use Case	Available Measures
   Bar	Comparing values across different categories or discrete time periods.	COUNT, SUM, AVG, MIN, MAX
   Donut	Displaying the relative proportions or percentage breakdown of a whole.	COUNT, SUM
   Line	Showing continuous trends and changes over a period of time.	COUNT, SUM, AVG, MIN, MAX
   Stacked Bar	Comparing categories while also showing the composition (part-to-whole) of each category.	COUNT, SUM, AVG, MIN, MAX
   Horizontal Bar	Comparing categories, especially useful when the category labels are long.	COUNT, SUM, AVG, MIN, MAX
   Gauge	Visualizing a single value against a set threshold to indicate performance (e.g., good, poor).	COUNT

7. Click Save.
8. Optional: If you want export your report with your new visual, click Export and select PDF with Visuals.

See Also

• Why is the Add Visual button unavailable on my report?