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Procore (en-CA)

View Project Reports

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Objective

To view all of your project's reports in your project's Reports tool. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Project level Reports tool.
      AND
    • Additional permissions to view the following project reports:
      • Custom Project Reports: Core Tools
        • To view a custom project report using Directory as the source:
          • 'Admin' level permissions on the Project level Directory tool.
      • Custom Project Reports: Financial Management Tools
        • To view a custom project report using Budget as the source: 
          • 'Standard' level permissions or higher on the project's Budget tool AND 'Admin' level permissions on the Company level Admin tool.
        • To view a custom project report using the Change Management sources:
          • Change Event Line Item Details source: 'Admin' level permissions on the project's Change Events tool.
          • Potential Change Orders and Change Orders sources: 'Standard' level permissions or higher on the project's Budget, Commitments and Prime Contracts tools.
        • To view a custom project report using the Financial Line Items sources:
          • 'Admin' level permissions on all Financial Management tools.
        • To view a custom project report using Owner Invoices as the source:
          • 'Admin' level permissions on the project's Prime Contracts tool.
        • To view a custom project report using Subcontractor Invoices as the source:
          • 'Admin' level permissions on the project's Commitments tool.
      • Schedule Reports
        • 'Standard' level permissions or higher on the project's Schedule tool.
      • Daily Log Reports
      • 'Read Only' level permissions or higher on the project's Daily Log tool.
  • Additional Information:
    • The same permissions listed above for viewing custom reports are required to view a shared custom project report. See Share a Custom Project Report.

Steps

  1. Navigate to the Project level Reports tool.
  2. To view a report, click the title of the report. Reports are categorized by the following: 
    • My Custom Reports: Custom project reports that you created or that were shared with you.
    • Project Reports: General reports that display data that span the project.
    • Financial Reports: Reports related to financials, such as budget and change order reports. 
      Note: When the Budget tool is turned "On", the Budget Forecast Report and Budget Variance Report will not appear. When the Budget tool is turned "Off", The Budget Modifications and Budget Variance Report will not appear.
    • Schedule Reports: Reports related to the project's scheduled tasks and changes.
      Note: Schedule Reports only report on data from schedule files uploaded to the Project level Schedule tool and do not report on data manually entered in Procore.
    • Daily Log Reports: Reports related to different logs in the Daily Log tool. 
  3. Once you click into a report, you can not edit the report. However, you can export the report as PDF.

See also