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Procore (en-GB)

View Company Reports

Objective

To view company reports in the Company level Reports tool.

Things to Consider

  • Required User Permissions:
    • To view a custom company report: 
    • To view a shared custom company report:
      Note:
       By default, shared custom company reports are accessible by any user who has 'Admin' permissions on the Company level Reports tool.
      • 'Read Only' level permissions or higher on the Company level Reports tool.
        AND
      • Access permissions to the Procore tools with the report's source data. For example, if a shared custom report includes data from the project's Submittals tool, you must be granted permission to the Submittals tool to see the report data.
    • To view a custom company report that has been assigned to a project:
      • 'Read Only' level permissions or higher on the Company level Reports tool.
        AND
      • Appropriate permissions for the project report. See View Project Reports.

Steps

  1. Navigate to the Company level Reports tool. 
  2. Locate the report that you want to view in one of these areas:

 

If you would like to learn more about Procore's report management software and how it can help your business, please visit our construction reports product page icon-external-link.png.