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Procore (en-CA)

View the Outbound Emails Report

Objective

To view a list of all the outbound emails sent from each project that you have in Procore.

Things to Consider

  • Required User Permission
    • 'Admin' on the company's Reports tool.
  • Supported Export File Formats:
    • CSV
    • PDF

Steps

  1. Navigate to the company's Reports tool.
  2. Under Canned Reports, click Outbound Emails Report.
    Note: You can use the filters or Search bar in the right to narrow down your results.

    outbound emails hearder.jpg
    outbound email info.jpg

    This report includes the following information:
    • Date. The date that the email was sent.
    • Project. The project that the email was sent from.
    • Subject. The subject line of the email.
    • Item. The type of email that was sent. For most tools, this field also typically indicates which tool the email was sent from. 
    • To. The recipient of the email.
    • From. The person who sent the email from the Procore project. 
    • Invalid Email Address. This column will show any emails addresses that had an email bounce back.

Next Steps

  1. Export the report as a PDF or CSV by selecting from the Export drop-down menu in the top right.