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.
- Access to the report as its creator.
- 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.
- 'Read Only' level permissions or higher on the Company level Reports tool.
- 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.
- 'Read Only' level permissions or higher on the Company level Reports tool.
- To view a custom company report:
Steps
- Navigate to the Company level Reports tool.
- 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.
- Canned Reports