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Export a Custom Company Report

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Objective

To export a custom company report.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • If you are exporting a report that contains multiple tabs (i.e., report data from multiple Procore tools), the data for each new tab will start on a new page in the export PDF.

Steps

Export a Custom Company Report

  1. Navigate to the Company level Reports tool.
  2. Click on the report you want to export.
  3. Click Export.
  4. Choose one of the following options:
    • PDF: Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.
    • PDF with Visuals: Click this option to export a report to the PDF file format that includes any visuals that you added. 
    • Excel: Click this option to export the report to the Microsoft Excel (XLSX) format.
      Note: 
      • Your report will export to a .xlsx file and be downloaded to your computer's native Downloads file unless it is over 3,000 lines long.
      • In this case, you will receive an email with a download link.

Export a Custom Company Report - Enhanced Reporting

Required User Permissions: 'Admin' level permissions on the Company level Directory tool.

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

  1. Navigate to the Company level Reports tool.
  2. Click on the report created with Enhanced Reporting 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.