Company Reports

Procore's Company level Reporting tool provides your company with access to your Procore data across your portfolio to create reports. Procore offers three types of reports:

Enhanced reporting allows users to build their own reports with data from across tools and with data from active and inactive projects. Users must be company admins to access.
Canned reports are prepopulated reports with information on important datasets - everything from high-level project overviews to company-wide timecard information.
Custom reports allow users to build their own reports on data from one tool on active projects only. Users must have 'Admin' level permissions to the report tool.
For an in-depth guide on how the data is structured, see our Enhanced Reporting: Data Guide.

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Permissions are separated into Custom Reports and Enhanced Reporting sections

Custom Reports

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add a Visual to a Custom Company Report¹^,2
Aggregate Data in a Custom Company Report¹
Assign a Custom Report to All Projects
Clone a Custom Company Report³
Configure Advanced Settings: Company Reports
Create a Calculated Column in a Custom Report¹
Create a Custom Company Report
Create a Dashboard⁴
Delete a Custom Company Report¹
Distribute a Snapshot of a Custom Company Report¹
Download an Open Submittals Report⁵
Edit a Company Level Custom Report¹
Export a Custom Company Report³
Share a Custom Company Report¹
Share a Dashboard⁶
View a Report²

¹ This task can only be completed by the report's creator.

²Report-specific permissions may apply.

³This task can be completed by users with access to the report as its creator or a viewer (if shared).

⁴This task can only be completed by the creator of a report's visuals.

⁵ The Company Level Open Submittals Report must be enabled on the backend by Procore.

⁶This task can only be completed by the dashboard's creator.

Enhanced Reporting

Task	None	Read Only	Standard	Company Admin
View a Report
Create a Report				¹
Edit a Report				¹
Delete a Report
Share a Report
Export a Report
Distribute a Report
Clone a Report

¹ Super Private Correspondence records are not available in Enhanced Reporting.

Below are the notable changes to the Company level Reports tool.

Recent Changes

Enhanced Reporting for Workforce Management (10/04/2023)

Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and Daywork data alongside your financial information in enhanced reporting to gain insights such as labour utilization and date range production.

Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (13/03/2023)

This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.

Custom Reports

Enhanced Reporting

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Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Create Custom Company Level Reports

Custom Reports

Enhanced Reporting

Recent Changes

Enhanced Reporting for Workforce Management (10/04/2023)

Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (13/03/2023)