Enhanced Reporting: Create a Custom Project Report Using a Template

To create a new custom report using a template in Enhanced Reporting.

The Reports tool gives users the ability to create, generate and export customised reports. When designing a report, its author can include data captured by specific Procore tools and define how to group, filter and sort report data. After generating a report, it can be exported as an .xlsx, .pdf, or .csv file. 

You can use a template from the Reports tool's Template tab to base your custom report on. Templates are pre-made reports based on industry standards that are immediately customisable, which allows you to create reports without starting from scratch.

• Required User Permissions:
  • For Company level report templates: 'Admin' level permissions to all Company level tools.
  • For Project level report templates: 'Standard' level or higher permissions on the Reports tool AND access to all the data sets being used by that template. For details, see: What additional user permissions are required to access reportable data with enhanced reporting?
• Additional Information:
  • When you preview a template, you might not be able to view some columns on certain tabs of the reports if you do not have the necessary permissions. When this happens, a warning message appears that tells you which fields you do not have access to based on your current permission levels.
  • When a new template option is added to the collection, users outside of the United States will experience a delay of 3-4 days before the template is available in their language of choice.

• Company Reports
• Project Reports