Enhanced Reporting: Create a Custom Company Report
Objective
To add a custom report using Enhanced Reporting.
Background
The Reports tool gives users the ability to create, generate and export customised reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout and also define how to group and filter report data. After generating a report, it can also be exported from Procore into Microsoft Excel.
Things to Consider
- Required User Permissions:
- For company level reports: the user is a company admin.
- For project level reports: the user has 'Standard' or higher level permissions on the reports tool and has access to the data they are creating the column with. For more details, see: What additional user permissions are required to access reportable data with enhanced reporting?
Steps
To create a custom report using Enhanced Reporting, follow the steps below:
- Click Create Report in the top right corner.
- Click the Create New Report tile.
- Under Select Data Set>Product Area, select one of the following options:
- Financials
- Project Execution
- Workforce Management
- Click the columns icon in the right sidebar to configure the columns on your custom report. See Configure Columns below.
- Click the filters icon to manage filters on your custom report. See Manage Filters below.
Note: By default, data from all projects (including 'Active' and 'Inactive' projects) are included in custom reports created at the Company level. Configure the Projects > Is Active filter to change which projects are included.
Configure Columns
- Click the columns icon in the right sidebar.
- Click the > angle bracket to open or close a field group.
OR
Enter a key word in the search box to locate a field.
Note: To group or filter the report's data by a supported field without adding the field as a column to your report, follow the steps below:- Hover over the field's name in the Configure Columns menu.
- To group your report's data by the field, click the group by icon that shows. See Manage Table Groups below for more information.
- To filter your report's data by the field, click the filters icon that shows. See Manage Filters below for more information.
Note: Not every field that can be added as a column can be used to group or filter the report's data.
- Mark the tickbox next to the field name to add it as a column to your custom report.
- To move a column, click the column name and drag your cursor to where you want the column to be.
- To resize a column:
- Hover your cursor next to the column's vertical ellipsis (⋮) until the ↔ cursor appears.
- Click and drag the column to adjust its width.
- Click the vertical ellipsis (⋮) next to a column name to select one of the following options:
- Group by - See Manage Table Groups below.
- Pin Column
- Autosize This Column
- Autosize All Columns
Manage Filters
- Click the filters icon in the right sidebar.
- Click Add Filters to see which fields are available to filter data in your custom report.
Note: A field does not need to be added as a column on the report before it can be used for filtering. - Enter a key word in the search box to locate a field to use as a filter.
OR
Scroll through the filters list. - Click on a field that you want to filter your custom report by.
- If the field that you selected in step 4 is a text string (such as an item's status):
- Select the Include button or select the Exclude button.
- Click the Select Values drop-down menu.
- Select one or more values to include or exclude in the filter.
OR
Select 'None' to either include or exclude null values in the filter.
- If the field that you selected in step 4 is a date value, click the Select Dates drop-down menu and select one of the following options:
- Select Fixed Date Range to set minimum and maximum dates using the Min and Max fields.
- To see items dated before a certain date, leave the Min field blank.
- To see items dated after a certain date, leave the Max field blank.
- Select Custom Time Period to create your own time period to filter the results by.
- Click the left Select drop-down menu and select This, Last or Next.
- Use the + and - buttons to choose the numeric value for your custom time period.
- Click the right Select drop-down menu and select Day, Week, Work Week, Month, Quarter or Year.
- Select an existing time period option (such as Today, This Week, This Work Week, This Month, This Quarter or This Year).
- Select None (Fields with no date).
- Select All (Fields with any date).
- Select Fixed Date Range to set minimum and maximum dates using the Min and Max fields.
- If the field that you selected in step 4 is a boolean value, select the Yes, No or None button.
- To remove a filter, click the X next to the filter name.
- To remove all filters, the vertical ellipsis (⋮) at the top of the Filters menu and click Delete all filters.
Manage Table Groups
- Click the Table Groups at the top of the report.
- To rearrange table groups, click the vertical grip (⋮⋮) icon and use a drag-and-drop operation to move the groups into your preferred order.
- To remove a table group, click the X next to the table group name.
- Click Update.