Export a Company 360 Report

Objective

To export a report using the 360 Reporting tool.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Directory tool. 
• Additional Information:
  • You can only export 360 Reports from projects marked 'Active' in Procore. 

Steps

To export a custom report created using 360 Reporting, follow the steps below:

1. Navigate to the 360 Reporting tool at the Company or Project level. 

2. Click on the 360 report that you want to export.
3. Click Export and select one of the following options:
   • CSV - This exported file downloads to the location specified by your computer.
   • Excel - This exported file downloads to the location specified by your computer.
   • PDF - This exported file opens in a new web browser tab or window.