Below are the notable changes to the Project level Reports tool in 2022.
EXCEL FILE TYPE OPTION ADDED FOR DISTRIBUTING CUSTOM PROJECT REPORTS CREATED WITH ENHANCED REPORTING (07/12/2022)
Procore has updated the distribution functionality for custom project reports created with Enhanced Reporting. Users can now distribute and schedule distributions for custom project reports as Excel files. See Distribute a Snapshot of a Custom Project Report.
UPDATED PERMISSIONS FOR CUSTOM PROJECT REPORTS CREATED WITH ENHANCED REPORTING (01/12/2022)
Users with 'Read Only' level permissions or higher on the Project level Reports tool can now view custom reports that were created with Enhanced Reporting. Additionally, users with 'Standard' level permissions or higher on the Project level Reports tool can now create reports with Enhanced Reporting. Depending on the field group, report viewers and creators may need additional permissions on the data's source tool in order to access the reportable data from within the Project level Reports tool. See What additional user permissions are required to access reportable data with enhanced reporting?
DISTRIBUTE AND SCHEDULE DISTRIBUTIONS FOR CUSTOM PROJECT REPORTS CREATED WITH ENHANCED REPORTING (03/10/2022)
Procore has added distribution functionality to Enhanced Reporting for Financials. This functionality allows users to distribute a snapshot of a custom project report, either as a one-time distribution or a scheduled distribution. See Distribute a Snapshot of a Custom Project Report.
GLOBAL AND PROJECT INSURANCE FIELD GROUPS ADDED TO ENHANCED REPORTING (06/09/2022)
Procore has added two new field groups to Enhanced Reporting for Financials: Company Global Insurance and Company Project Insurance. These columns allow users to add insurance information from the Company level Directory tool (global insurance) and from the Project level Directory tool (project insurance) to their custom project reports together with their financial data. See Create a Custom Project Report - Enhanced Reporting.
ENHANCED REPORTING FOR FINANCIALS (28/07/2022)
Procore has released various enhancements to the Project level Reports tool for reporting on Financial Management tools. Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface. See Create a Custom Project Report - Enhanced Reporting.