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Procore (en-CA)

Add a Visual to a Custom Company Report

Objective

To add a visual to a custom report using the company's Reports tool. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the company's Reports tool
      AND
    • One of the following permissions for the tool being used as the data source:
      • If you are creating a report for the Directory tool, 'Admin' level permission on the Directory tool. 
      • If you are creating a report for a Core Tool, Project Management Tool or Quality & Safety Tool,  'Read Only' level permission or higher on the tool being used as the data source.
      • If you are creating a report for a Construction Financials Tool, 'Standard' level permission or higher on the tool being used as the data source.
  • Prerequisites:
  • Additional Information:

Steps

 

See Also