Company Reports - User Permissions

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.

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.

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.