View a Company 360 Report

Objective

To view a 360 report in the 360 Reporting tool. 

Things to Consider

• Required User Permissions: 
  • For company reports, 'Admin' level permissions on the Company Directory. 
• Additional Information:
  • 360 Reporting data may take up to thirty (30) minutes to update once created in Procore.

Steps

1. Navigate to the Company 360 Reporting tool. 
2. In the Reports tab, click a page link to jump to the selected card. 
3. Look at the icon in the Report Type column to find a 360 Report, then click it to open. 
   
   
4. Optional: Click Filters, then select the desired filters from the Filters panel.
5. Optional:  For reports with fewer than 1000 rows, you can click the arrow icons to expand and collapse table groups.
6. Optional: Click the Table Group buttons, then use the grips to reorder or click the X to remove groups. Next, click Update.