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Aggregate Data in a Custom Company Report

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Objective

To set up data aggregation on a custom company report.

Background

You can apply data aggregation functions to the columns in a custom report. Available functions include: Count, Sum, Min, Max, and Average. 

Things to Consider

  • Required User Permissions:  
    • 'Admin' level permissions on the Company level Reports tool
      AND
    • 'Admin' level permissions on the Procore tool being used for the report's source data.

Steps

  1. Navigate to the Company level Reports tool.
  2. Locate the custom report in the Reports tab. 
  3. Click the vertical ellipsis (⋮) and choose Edit. 

    custom-report-options-menu.png
     
  4. Open the Group By menu and choose one of the listed options.
  5. Click the fx symbol in the report's column. Then choose one of the available aggregate functions from the drop-down menu: 
    Note: The option(s) that are available depend upon the type of data in the selected column. Field types that are not a numeric value only have the option to aggregate the data by count.
    • Count. The total number of records in the selected column. 
    • Sum. The total of all values in the selected column. 
    • Min. The minimum value in the selected column. 
    • Max. The maximum value in the selected column. 
    • Average. Uses the sum to calculate the average value in the selected column. 
  6. Click Update Report.

Once the report is created, you will see the Count, Sum, Min, Max, or Average of the values at the bottom of the column.