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Procore

Enhanced Reporting: Edit a Report

Objective

To modify a report using the Enhanced Reporting tool. 

Things to Consider

  • Required User Permissions:
    • For company level reports: the user is a company admin.
    • For project level reports: the user has 'Standard' or higher level permissions on the reports tool and the report was created by you or if you are a company admin.

Steps

To edit a custom report created using Enhanced Reporting, follow the steps below:

  1. Navigate to the Reports tool.

    • Use the company-level reports tool for company reports.
    • Use the project-level reports tool for project reports.
  2. Locate the report created with Enhanced Reporting.
  3. Click the vertical ellipsis (⋮) and select Edit.
  4. Make desired changes to the report.
  5. Click Update Report.