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Procore

Analytics 2.0 Report Pages

Action Plan Report

The Procore Analytics Action Plans Report is a specialised report designed to help users track and manage action plans within their projects on the Procore platform. This report provides detailed insights and visualisations related to the progress and performance of action plans, ensuring that project teams can effectively manage tasks and meet their project goals.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Actions Plans Report

  • Action Plans

Report Pages

Click the report pages below to view a sample report page.

Insights  

The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status and more.

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Matrix  

The Action Plans Matrix provides users with all of the detailed information available within their action plans.

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Action required by  

The Action required by Report for Action Plans shows a high-level view of stakeholder responsibility in user action plans, ensuring accountability and clarity around the progression of tasks or approvals.

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Progress  

As part of the Procore Analytics Action Plan Report, the Progress Report provides users with a high-level view of their action plan item completion percentage. The templates and locations are in alphanumeric order so the report can will give users a better view if the templates and locations are ordered accordingly. This page can be toggled between a bar chart, a gantt chart and a progress matrix style view.
 

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Key Influencers  

As part of the Procore Analytics Action Plan Report, the Key Influencers Report analyses factors contributing to the percentage of late action plan items.

 

Root Cause Analysis  

As part of the Procore Analytics Action Plans Report, the Root Cause Analysis Report analyses factors contributing to late items on actions place with a corresponding percentage score.

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Data Quality  

As part of the Procore Analytics Action Plan Report, the Data Quality Report shows users which fields may be missing data in Procore.

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Change History  

As part of the Procore Analytics Action Plan Report, the Change History Report shows all changes made to all action plans.

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Adoption Report

The Adoption Report gives Procore Analytics customers a comprehensive view of their adoption and usage patterns across the Procore platform in one place. The report identifies adoption and usage trends by projects, partners, people and many other indicators.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Adoption Report

  • Documents
  • Reports
  • Tasks
  • Workflows
  • Budget
  • Change Events
  • Variations
  • Commitments
  • Direct Costs
  • ERP Integrations
  • Payment Applications
  • Pay
  • Main Contracts
  • Tendering
  • BIM
  • Coordination Issues
  • Estimating
  • Correspondence
  • Site Diary
  • Drawings
  • Forms
  • Instructions
  • Meetings
  • Photos
  • RFIs
  • Programme
  • Specifications
  • Submittals
  • Transmittals
  • Action Plans
  • Incidents
  • Inspections
  • Observations
  • Snag List
  • Crews
  • Equipment
  • Daywork Sheets
  • Timecard

Report Pages

Leaderboard

As part of the Procore Analytics Adoption Report, the Leaderboard Report gives you a comprehensive view of which projects are leading the charge in leveraging Procore. You can also see which projects are lagging behind. Analyse your data by project, office, region, user and many more fields to gain further insights.

Record Creation Analysis  

The Record Creation Analysis report page is highly configurable and enables analysis across many predefined metrics. Customers can configure which metric they want to review and analyse the underlying data.

Collaborator Analysis  

As part of the Procore Adoption Report, the Collaborator Analysis Report lets you analyse how your partners or collaborators are leveraging Procore. The report allows you to define a target KPI, which can be used to measure progress toward your collaborator adoption goals. Overall, this report can be used to guide conversations with your partners to ensure all your business processes and workflows are happening within the Procore platform.

Benchmark Analysis  

As part of the Procore Analytics Adoption Report, the Benchmark Analysis Report is a highly configurable report that compares one or more projects against a benchmark set of data. The report allows you to compare your initial data set with a benchmark categorized by project, project type, office, square footage and the project's estimated value. The Benchmark Analysis Reports can also help you see if an ongoing project is producing data in a way similar to past projects of the same type.

Tool Configuration  

This report is very similar to the old Tool Configuration page found in the Procore Core report. This page enables the user to understand the consistency of tools as they are rolled out across their portfolio of projects.

Data Quality  

The Data Quality report page enables the user to understand data quality metrics on their project records. The report gives them quick insights and helps them quickly address missing data. By filling in missing values, additional capabilities such as benchmarking and trend analysis across Procore Analytics are possible.

Configuration  

The Configuration report page has a number of configuration options that can be selected. These include: tools to report usage on, email domains and collaborator record creation %. See Configure the Procore Analytics Adoption Report.

Core Report

The Procore Analytics Core Report is a comprehensive report designed to provide insights into various aspects of project performance and management within the Procore platform. It leverages data from Procore's project management software to generate visualisations, metrics and key performance indicators (KPIs) that help users monitor and analyse their projects.

Current Versions

  • 2.0 - 25.03.13

Procore Tools Used in the Core Report

  • Admin
  • Directory

Report Pages

Core Insights

As the main landing page of the Procore Analytics Core Report, the Core Insights report page provides users with a number of visuals with basic information from all other report pages in the Core Report.

Companies

As part of the Procore Analytics Core Report, the Companies report page provides basic information about companies in to the Company level Directory tool. Information such as each company's address and authorized tenderer status are displayed, as well as a map of all companies.

Company Insurance

As part of the Procore Analytics Core Report, the Company Vendor Insurance Compliance report page allows users to audit the Company level insurance compliance for each company in the Company level Directory tool. Adjusting the 'Minimum Limit Required' slicer immediately updates the compliance data in the other visuals in the report page based on the amount set.

Company Vendor Insurance Compliance

As part of the Procore Analytics Core Report, the Company Vendor Insurance Compliance report page allows users to audit the Company level insurance compliance for each company in the Company level Directory tool. Adjusting the 'Minimum Limit Required' slicer immediately updates the compliance data in the other visuals in the report page based on the amount set.

Users

As part of the Procore Analytics Core Report, the Users report page provides basic information about all users within the company's Procore account.

Company Permission Matrix

As part of the Procore Analytics Core Report, the Company Permission Matrix report page displays data based on the default permission template assigned to users in the Company level Directory tool.

Project Permission Matrix

As part of the Procore Analytics Core Report, the Project Permission Matrix report page displays data based on the permission templates assigned to all users in all projects.

Project Tasks

As part of the Procore Analytics Core Report, the Project Permission Matrix report page displays data based on the permission templates assigned to all users in all projects.

Maps

As part of the Procore Analytics Core Report, the Maps report page shows an interactive map of all active projects. The map view can be categorized by Project Type, User, Client, Office, Program and Region.

Site Diaries Report

The Procore Analytics Site Diaries Report is a comprehensive tool designed to track, manage and report daily project activities in construction management. This report leverages data from the Procore Site Diary tool to provide detailed insights into various aspects of daily operations.

Current Versions 

  • 2.0 - 25.02.17

Procore Tools Used in the Site Diaries Report

Site Diary

Report Pages

Log Insights

Log Compliance

Manpower Compliance

Accidents

Calls

Construction

Delays

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Delays

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Equipment

Inspections

Manpower

Notes

Productivity

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Quantities

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Safety Violations

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Visitors

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Waste

Weather

Design Co-ordination Report

The Procore Analytics Co-ordination Issues Report is a specialised report within the Procore Analytics suite that focuses on tracking and managing co-ordination issues in construction projects.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Design Co-ordination Report 

Coordination Issues

Report Pages

Co-ordination Issues

Financials Budget (Custom) Report

Gain a flexible perspective on your budget data with Procore's Financials Budget custom report. Customise the view to prioritise the information most relevant to your role and project needs. This report consolidates crucial financial aspects, empowering you to effectively track and analyse budget performance for better project control. 

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Financials Budget Report

  • Budget
  • Change Events

Report Pages

Budget Changes

Budget Insights

Key Influencers

Root Cause Analysis

Budget Detail

Budget Benchmarking

Budget Snapshot Insights

Budget Snapshots Over Time Insights

Budget Snapshot Forecast

Budget Snapshot Comparison

Budget Modifications

Advanced Forecasting

Advancing Forecasting Over Time

Cost vs Programme

Change Events

Financials Budget Report

The Procore Analytics Financials Budget Report is a powerful tool within the Procore platform, designed to offer comprehensive insights into project budget data. This report integrates various financial aspects of project management, helping users track and analyse budget performance in detail.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Financials Budget Report

  • Budget
  • Change Events

Report Pages

Budget Changes

Budget Insights

Key Influencers

Root Cause Analysis

Budget Detail

Budget Benchmarking

Budget Snapshot Insights

Budget Snapshots Over Time Insights

Budget Snapshot Forecast

Budget Snapshot Comparison

Budget Modifications

Advanced Forecasting

Advancing Forecasting Over Time

Cost vs Programme

Change Events

Financials Report

The Procore Analytics Financials Report provides in-depth insights into the financial aspects of construction projects. This report integrates various financial data from the Procore platform to help project managers, financial controllers and other stakeholders track, analyse and manage project finances effectively.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Financials Report 

  • Commitments
  • Variations
  • Direct Costs
  • Main Contracts

Report Pages

Financial Insights

Direct Costs

Main Contract Variation Insights

Main Contracts

Main Contracts Payments vs Value

Main Contract Main Contract Payment Applications

Main Contract Payments Received

Main Contract Owner Payment Reconciliation

Subcontractor Payment applications

Commitment Payments Issued

Subcontractor Payment Reconciliation

Main Contract Variation Requests

Main Contract Variation Potentials

Main Contract Variation Packages

Commitment Variation Contracts

Commitment Purchase Order Variations

Commitment Work Order Contracts

Commitment Work Order Variations

Owner Report

The Procore Analytics Owner Report is a specialised report designed to provide project owners with comprehensive insights into various aspects of their construction projects. This report aggregates data from multiple tools within the Procore platform to deliver a high-level overview and detailed analysis tailored to the needs of project owners.

Current Versions 

  • 2.0 - 25.03.13

Procore Tools Used in the Owner Report

  • Budget
  • Change Events
  • Programme

Prerequisites

In order for the Procore Analytics Owner Report to function properly and to pull the appropriate project information into the report pages, a budget view titled Anticipated Cost Report must be created with specific columns. See Set Up the Anticipated Cost Report Budget View for the Procore Analytics Owner Report.

Report Pages

Status Report

Programme Task Insights

Key Influencers

Root Cause Analysis

Budget Insights

Budget Benchmarking

Budget Snapshots Over Time

Budget Snapshot Comparison

Advanced Forecasting

Advanced Forecasting Over Time

Cost vs Programme

Change Events

Project Management Report

The Procore Analytics Project Management Report is a robust reporting tool designed to provide comprehensive insights into various aspects of project management within the Procore platform. This report helps project managers, stakeholders and team members track, analyse and improve project performance by leveraging data from multiple project management tools within Procore.

Current Versions  

  • 2.0 - 25.03.13

Procore Tools Used in the Project Management Report

  • Correspondence
  • Directory (Project level)
  • Drawings
  • Meetings
  • Photos
  • Snag List
  • RFIs
  • Programme (Project level)
  • Submittals

Report Pages

Project Insights  

Project Scorecard  

Key Influencers  

Root Cause Analysis  

Project Health Chart  

Project Status Report  

Project Tool Utilization  

The Project Tool Utilization report includes a summary of your company's Projects By Stage, with a count of the project(s) in each stage of construction. By applying the Project, Project Role and Project User filters, you can include all available data or narrow the data plotted.

Project Trending  

Action required by  

Projects  

Project Dates  

Project Vendor  

Project Vendor Insurance  

Project Vendor Insurance Compliance  

Project Role Matrix  

Project Resource Plan  

Programme Task Insights  

Programme Task Status  

Programme Task Gantt  

Programme Tasks  

Programme ToDo Gantt  

Programme ToDos  

Meetings  

Drawing Revisions  

Photos  

RFI Insights  

RFIs  

Submittal Insights  

Submittals  

Submittal Approvers  

Correspondence Insights 

Correspondences  

Quality & Safety Report

The Procore Analytics Quality & Safety Report is a comprehensive tool designed to provide detailed insights into the quality and safety aspects of construction projects. This report leverages data from various project-level tools within Procore to help construction teams maintain high safety standards and ensure quality control on job sites.

Current Versions  

  • 2.0 - 25.03.13

Procore Tools Used in the Quality & Safety Report

  • Forms
  • Incidents
  • Inspections (Project level)
  • Observations
  • Snag List

Report Pages

Quality & Safety Insights  

Key Influences  

Root Cause Analysis  

Incidents  

Incident Details  

TRIFR Analysis  

Observation Insights  

Observations  

Inspection Insights  

Inspection Quality  

Inspection Compliance  

Inspection Closeout  

Inspections  

Snag Item Insights  

Snag Items  

Forms  

Forms Compliance 

Risk Report

The Procore Analytics Risk Report enables customers to consolidate and manage risk across the Procore platform in a single place. The report identifies leading and lagging risk indicators that drive financial, programme and safety risk. 

Current Versions  

  • 2.0 - 25.03.13

rocore Tools Used in the Risk Report

  • RFIs
  • Submittals
  • Correspondence
  • Site Diaries (Manpower and Notes)
  • Observations
  • Incidents
  • Inspections
  • Snag List
  • Main Contracts
  • Commitments

Report Pages

Risk Summary  

Risk Register  

Probability Matrix  

Project Risk Matrix  

Risk Map  

Budget Risk  

Risk Types  

Data Quality Issues  

Configuration  

Speciality Contractor Report

The Procore Analytics Speciality Contractor Report is a tailored analytics tool designed specifically for speciality contractors to provide detailed insights into their specific areas of work within construction projects. This report leverages data from various Procore tools to offer a comprehensive view of performance, productivity, financial health and compliance, helping speciality contractors manage their operations more effectively.

Prerequisites

In order for the Speciality Contractor Report to function properly, budgeted production quantities must be added to the project's budget and quantities must be added to the project's timesheets. See Import Budgeted Production Quantities and Add Quantities to a Timesheet.

Report Pages

Status Report  

Insights  

The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status and more.

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Production Report  

Production Overtime  

Production Rate Benchmarking  

Key Influencers  

Root Cause Analysis  

Change Events  

Timecards  

Quantities  

Hours  

Vendor Performance Report

 

The Procore Analytics Vendor Performance Report is a specialised tool designed to provide detailed insights into the performance of vendors and subcontractors involved in construction projects. This report leverages data from various Procore tools to help project managers and stakeholders assess and manage vendor performance, ensuring that all parties meet the project's quality, programme and budgetary requirements.

Current Versions  

  • 2.0 - 25.03.13

Procore Tools Used in the Vendor Performance Report

  • Commitments
  • Submittals
  • Snag List
  • RFIs

Report Pages 

Vendor Overview  

Original Commitment Breakdown  

Commitment Change Events  

Insights  

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