Permissions

Company Level 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 Report			1, 2	1, 2
Aggregate Data in a Custom Company Report			1	1
Assign a Custom Report to All Projects
Clone a Custom Company Report			3	3
Configure Advanced Settings: Company Reports
Create a Calculated Column in a Custom Report			1	1
Create a Custom Company Report
Create a Dashboard			4	4
Delete a Custom Company Report			1	1
Distribute a Snapshot of a Custom Company Report			1	1
Download an Open Submittals Report		5	5	5
Edit a Company Level Custom Report			1	1
Export a Custom Company Report		3	3	3
Share a Custom Company Report				1
Share a Dashboard				6
View Company Reports		2	2	2

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

² Report-specific permissions may apply. 

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

⁴ This 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.

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