Company Reports - User Permissions

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.