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Procore

Enhanced Reporting: Delete a Report

Objective

To delete a report using the Enhanced Reporting tool.

Things to Consider

  • Required User Permissions:
    • Required User Permissions: User is a company admin, or user created the report

Steps

  1. Navigate to the Reports tool.

    • Use the company-level reports tool for company reports.
    • Use the project-level reports tool for project reports.
  2. Locate the desired report in the list under 'My Custom Reports'. Click the vertical ellipsis (⋮) and choose Delete.
    OR
    Click on the report's name under 'My Custom Reports' to open it. Then click the vertical ellipsis (⋮) and choose Delete.
  3. Click OK after the confirmation message.