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Procore (en-GB)

Create Custom Portfolio Reports

Objective

To create a custom report that provides a more organized, real-time view of project-specific data. For example, an owner or project manager might want to create a custom report that highlights critical project dates, as well as the name of the key stakeholders. 

Things to Consider

  • Required User Permission:
    • To create, edit or delete a custom Portfolio report, 'Admin' level permission on the Portfolio tool.
    • To view a custom Portfolio report, 'Read Only' level permission or higher on the Portfolio tool. 
  • Important! 
    • This report is ONLY available in the Portfolio tool, it is not integrated with Procore's Reports tool. To create a custom report that you can share with others, Procore recommends creating a report with the Company or Project level Reports tool. See:
  • Prerequisites:
  • Additional Information:
    • There is no limit to the number of custom reports you can create.

Steps

Important! Before you create a custom report, you may want to first add custom data fields that can be included in your reports. For example, you may want to add a field for highlighting key project roles and dates. See the Prerequisites above for details. 

    Navigate to your company's Portfolio tool.
  1. This reveals the Portfolio page. 
  2. Choose one of these options to launch the custom report feature:
    • Next to Custom Reports, click New
      OR
    • First, click Configure Settings . Next, click Custom Reports and then click Create Custom Report
      This opens the Create Custom Portfolio Report page. 
  3. Do the following:
    1. Filters. Apply the following filters to your report:
  4. Click Save.
    The system generates you report using your specified settings. 

See Also