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: 
    • Access to the report as its creator.
      OR
    • The report must be shared with you. See Share 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:
   • Canned Reports
     This area lists any standard reports that are included with Procore:
     • Projects Overview. View a summary of your company's programme data for the Procore projects in your company's accounts. See View Projects Overview Report
     • User Sessions. View your company's end user session activity that summarises user activities in Procore. See View User Sessions Report.
     • Outbound Emails Report. View a list of all outbound emails sent from each Procore project in your company's account. See View Outbound Emails Report.
     • Global Vendor Insurance. View the vendor insurance data for your vendors and subcontractors. See View Global Vendor Insurance Report.
     • All Unexecuted Main Contract Variations. View all unexecuted Main Contract Variations and all unpaid unassociated variations, across all projects. See View All Unexecuted Main Contract Variations Report.
     • Project Email Address & Fax Info. View all inbound email addresses and fax numbers. See View the Project Email Address Report.
     • Job Cost Summary. View a summary of the project costs across your company's account. See View Job Cost Summary Report.
     • Timecards. View all timecards created in the Company level Timecard tool. See View Timecard Report.
     • Site Diary Notes Reports. View a list of all the notes that have been entered into the Site Diary. View Site Diary Notes Report
     • Assignment Report. View all of the items assigned to a specific end user. See View Assignment Report.
   • My Custom Reports
     This area lists any custom company reports that you created or that were shared with you. See Create a Custom Company Report and Share a Custom Company Report.

See Also

• Assign a Custom Report to All Projects