Skip to main content
Procore (en-GB)

Share a Custom Project Report

Objective

To share a custom report with other people in your project. 

Background

 

Things to Consider

  • Required User Permissions:
    • To share a report you have created: 'Admin' level permissions on the Project level Reports tool.
    • To share a cloned copy of a report shared with you: 'Standard' level permissions or higher on the Project level Reports tool.
      Notes:
      • Users with 'Admin' level permissions can share cloned copies of any reports.
      • Cloned copies reports are NOT updated if and when the original reports are updated by their creators. See Clone a Custom Project Report.
    • To view a shared report:
      • 'Read Only' level permissions or higher on the Project 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.
  • Additional Information:
    • Once a report has been shared with any user, the shared report can be accessed by users with 'Admin' level permissions on the Project level Reports tool and with access permissions to the Procore tools with the report's source data.

Steps

See Also