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Procore (en-CA)

Create a Custom Project Report

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Objective

To add a custom report using Procore's Reports tool.

Background

The Reports tool gives users the ability to create, generate and export customized reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout and also define how to group and filter report data. After generating a report, it can also be exported from Procore into Microsoft Excel. 

Things to Consider

  • Required User Permissions:
    • 'Standard' permission on the Project level Reports tool.
      AND
      • If creating a report using data from a Financial Management tool:
        • You must have 'Admin' permission or higher on the appropriate financial tool. 
          IMPORTANT! If creating a report using data from the Budget tool, you must have 'Admin' permission on the Budget tool and the Company Admin tool.
      • If creating a report using data from the Company Directory:
        • You must have 'Admin' permission on the Company Directory. 
          Note: If you have  'Admin' level permission on one or more Project Directory tools, you will be able to create Company level Reports using data from all of the Project Directory tools to which you have been granted 'Admin' level access permission. 
      • If your report data will be sourced from another tool:
        • 'Read Only' permission and higher on the appropriate tool.
  • Additional Information:
    • Custom reports are only visible and available to the individual who created them.
    • Reports can include data from these Procore tools and sources:
      • Tendering
      • Budget
      • Change Management
        • Change Event Line Item Details
        • Potential Change Orders
        • Change Orders
      • Commitments
      • Coordination Issues
      • Daily Log
        • Daily Construction Report Log
        • Call Log
        • Notes Log
        • Delay Log
        • Dumpster Log
        • Quantity Log
        • Timecard Entry
        • Manpower Log
        • Visitor Log
        • Equipment Log
        • Accident Log
        • Productivity Log
        • Weather Log
        • Inspection Log
        • Delivery Log
        • Daily Log Completion
        • Waste Log
        • Safety Violation Log
      • Directory
      • Drawings
      • Financial Line Items
        • Configurable Budget Snapshots
        • Financial Line Item Details
        • Financial Line Item Summary
      • Forms
      • Incidents
        • Incident Injury Records
        • Incident Near Miss Records
        • Incident Records (All)
        • Incidents
      • Inspections
        • Inspection Item Details
        • Inspection Summary
      • Labour Productivity
      • Meetings
        • Meeting Attendance
        • Meeting Items
        • Meetings
      • Observations 
      • Owner Invoices
        • Owner Invoices
      • Photos
      • Portfolio
      • Prime Contract
      • Project Roles
      • Deficiency List
      • RFIs 
      • Schedule Tasks
        • Schedule Tasks
        • Lookaheads
        • Requested Changes
      • Specifications
      • Subcontractor Invoices
        • Subcontractor Invoices
      • Submittals
      • Tasks
      • T&M Tickets
        • Materials
        • Tickets
        • Timecards
        • Equipment
      • Timesheets
        • Timecard Entries
        • Production Quantities

Steps

Create a New Custom Report

  1. Navigate to the Project level Reports tool.
  2. Click Create Report in the top right corner. 
  3. You will then have the option to Create a New Report or choose an existing template. To create a brand new report, click the Create New Report tile. 

    create-report-gallery.png
  4. Enter in the report name by clicking the pencil icon next to Enter Report Name.
  5. Enter in a description of the report by clicking the pencil icon next to Enter Description.
    edit-custom-report-name.png
  6. In the right pane is a list of tools you can report on. Select a tool you wish to report on. 
    create-report-tool-options.png
  7. Once you have selected a tool, the right pane will populate with a list of columns you want to add to your report. Drag and drop columns into your report or add all of the columns by clicking Add All.  
    add-columns-to-custom-report.gif
    • Once you've added the desired columns, you have these options:
      • Group report data
        In the Group by list, select one of the items in the drop-down menu to group report data by the specified column (e.g., you may want to group data by the responsible contractor). 
      • Filter your report data
        Click the Add Filter drop-down menu to select what you would like to filter by. Once you've specified a filter, you can add another filter. You can also filter data by date range by selecting a start and end date.
      • Change the column order 
        Use a drag-and-drop operation to place the column into the desired position.
      • Aggregate data
        Click the fx in the column and select one of the following (for numeric values): count, sum, min, max or average. Once the report is created, you will see the count, sum, min, max or average of the values at the bottom of the column.  For field types that are not a numeric value, you have the option to aggregate by count.

  8. To add a new tool to your report, click Add Tab at the top of the report and repeat step 6-7 above. 

  9. When finished configuring your report layout, click Create Report. 

Create a Custom Report from a Gallery Template

  1. Navigate to the Project level Reports tool. 
  2. Click Create Report. 
  3. Click one of the existing template tiles from the gallery. 
    Note: If data is available from the selected source tool, a preview appears in the new report's window. 
    create-report-from-template.png
  4. Click Use Template. 
    The system creates the new report. You can then edit, distribute, share, assign it to projects, clone it or delete it.

See Also