Edit or Delete Saved Reports in Resource Planning
Objective
To edit or delete saved reports in Resource Planning.
Background
In Resource Planning, you can run reports to better understand resource availability, assignments, tags, and your team. You can save the report configurations so that you easily run the report again in the future. See Create Saved Reports in Resource Planning.
Things to Consider
- Required User Permissions
- The data in reports will reflect data that you have access to in Resource Planning.
- You can access saved reports under the 'Use Existing Report' drop-down list for each respective report.
- A saved report is only visible to the person who saved it.
- Deleting a saved report is permanent and cannot be recovered by Procore.
Steps
Follow these steps to:
Edit a Saved Report
- Navigate to one of the following Reports where your report is saved:
- Availability Look-Ahead Report
- Assignment History Report
- Tags Requiring Action Report
- Resource Report
- Click the 'Use Existing Report' drop-down and select the report you want to edit.
- Optional: Edit the 'Resource Filtration'.
- Optional: Edit the 'Report Configuration'.
- Click the Save
icon. - Click Save.
Delete a Saved Report
Important
Deleting a saved report is permanent and cannot be recovered by Procore.- Navigate to one of the following Reports where your report is saved:
- Availability Look-Ahead Report
- Assignment History Report
- Tags Requiring Action Report
- Resource Report
- Click the 'Use Existing Report' drop-down and select the report you want to delete.
- Click the Save icon.
- Click Delete.