View Company Reports
Objective
To view company reports in the Company or Project level Reports tool.
Things to Consider
- Required User Permission:
- To view a report in the Company level Reports tool, 'Admin' on the Company level Reports tool or the report must be shared with you.
- To view a custom Company Report that has been assigned to a project, you must have:
- 'Read-only' or higher on the Company level Reports tool.
AND - Appropriate permissions for the Project level Report. See View Project Reports.
- 'Read-only' or higher on the Company level Reports tool.
Steps
- Navigate to the Company level Reports tool.
- Locate the report that you want to view in one of these area:
- Company Reports
This area lists any custom Company Reports that have been created at the Company level. See Create a Custom Company Report.
Note: By default, custom Company Reports are shared with other 'Admin' level users. To share the report with others, see Share a Custom Report. - 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.
- Company Reports