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Procore (en-CA)

Assign a Custom Report to All Projects

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Objective

To assign a custom report to all of the project's in your company's account. 

Background

Assigning custom reports to all projects allows company administrators to standardize reports across the company and create a consistency in reporting. Assigning custom reports to all projects differs from cloning a report, because you are adding this report to all projects in the company rather than simply copying the report to the same company or project's Reports tab. To learn how to clone a report, see Clone a Custom Company Report. Assigning custom reports to all projects also differs from publishing a report, because publishing a report only allows other users access to the report and the report does not propagate in all projects. To learn how to publish a report, see Share a Custom Company Report.

Things to Consider

  • Required User Permission:
    • 'Admin' level on the company's Reports tool.
      Notes:
      • Only users with 'Admin' level permissions on the Reports tool can edit or delete the custom report. Any changes are reflected across all reports on all projects.
      • Users who do NOT have 'Admin' level permissions on the Reports tool are NOT permitted to edit the report assigned to each project. However, they can clone and edit them. 
    • To view a custom Company Report after it has been assigned to a project, you must have:
      • 'Read-only' or higher on the Company level Reports tool.
        AND
      • Appropriate permissions for the Project level Report. See View Project Reports. 
  • Additional Information:
    • Assigning a custom report to all projects will also add the report to any new project created.

Steps

  1. Navigate to the company's Reports tool.
    In the My Reports Area area, locate the report that you want to assign to all of your company's Procore projects. 
    Note: If a suitable report does NOT exist, you may create one. See Create a Custom Company Report.  
  2. Click the vertical ellipsis (⋮) and choose Edit.

    custom-report-options-menu.png
     
  3. (Optional) Modify the report as wanted. See Edit a Custom Company Report.
  4. (Optional) If you modified the report, click Update Report. 
  5. Click Assign to Projects.

    assign-custom-report-to-all-projects.png

    The following message appears. 

    assign-confirm.png
     
  6. Click Assign.
    The report is added to all of the Active projects in your company's Procore account and the word "Template" appears after the title of the report. For example, if your report is titled Financials Report, the report will show up under the "[Company Name] Reports" as "Financials Report Template"). 

See Also